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Invesco S&P 500 High Dividend Low Volatility ETF
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Overview Fund Activity

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
Ameriprise
Minnesota
$53.7M
3
LPL Financial
LPL Financial
California
$97.1M
4
Stifel Financial
Stifel Financial
Missouri
$28M
5
Bank of America
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
Bedell Frazier Investment Counselling
California
$0
3
MPM
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
UBS Group
Switzerland
$40.8M
5
Invesco
Invesco
Georgia
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
201
CX Institutional
Indiana
$353K +$353K +8,047 New
CFGS
202
Concourse Financial Group Securities
Alabama
$347K -$1.45K -33 -0.4%
FHC
203
First Heartland Consultants
Missouri
$346K -$964 -22 -0.3%
PWM
204
Perigon Wealth Management
California
$341K +$341K +7,790 New
CG
205
Clarus Group
Texas
$330K -$263 -6 -0.1%
SMC
206
Smith, Moore & Co
Missouri
$313K -$2.63K -60 -0.8%
CAL
207
Capital Advisors Ltd
Ohio
$312K -$8.11K -185 -3%
NFG
208
Nations Financial Group
Iowa
$303K +$30.7K +700 +11%
WA
209
Wealth Alliance
New York
$293K +$2.85K +65 +1%
BAM
210
BOS Asset Management
Illinois
$288K +$288K +6,562 New
BLC
211
Brown, Lisle/Cummings
Rhode Island
$287K – – –
FPFS
212
First Personal Financial Services
North Carolina
$282K -$13.9K -317 -5%
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$282K – – –
FCA
214
FinTrust Capital Advisors
South Carolina
$278K -$69.3K -1,582 -20%
PSF
215
Pacific Sun Financial
California
$277K – – –
PVH
216
Psagot Value Holdings
Israel
$275K +$93.8K +2,144 +52%
WA
217
WESPAC Advisors
California
$273K +$273K +6,232 New
GI
218
Gradient Investments
Minnesota
$271K -$3.95K -90 -1%
ES
219
Eagle Strategies
New York
$269K +$269K +6,136 New
AWM
220
Aprio Wealth Management
Georgia
$266K – – –
FFA
221
First Foundation Advisors
California
$264K – – –
AWA
222
Arkadios Wealth Advisors
Georgia
$261K +$261K +5,945 New
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$260K – – –
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$256K -$4.2K -96 -2%
HI
225
Harbour Investments
Wisconsin
$252K +$26K +593 +11%
7 8
9
10 11