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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
Franklin Resources
California
$28.6M
3
EH
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$7.47M
2
Bank of America
Bank of America
North Carolina
$81.9M
3
Ameriprise
Ameriprise
Minnesota
$36.6M
4
CAWM
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
Raymond James & Associates
Florida
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
201
Lake Street Private Wealth
Illinois
$345K -$11.5K -273 -3%
CFGS
202
Concourse Financial Group Securities
Alabama
$334K -$422 -10 -0.1%
PWM
203
Perigon Wealth Management
California
$329K – – –
FHC
204
First Heartland Consultants
Missouri
$329K -$4.56K -108 -1%
CG
205
Clarus Group
Texas
$316K -$1.22K -29 -0.4%
CWG
206
Crown Wealth Group
North Carolina
$311K -$42.2K -1,000 -12%
SMC
207
Smith, Moore & Co
Missouri
$304K +$2.53K +60 +0.8%
FPAS
208
Focus Partners Advisor Solutions
Missouri
$296K +$296K +7,007 New
CAL
209
Capital Advisors Ltd
Ohio
$287K -$13.1K -310 -4%
WA
210
Wealth Alliance
New York
$285K +$2.87K +68 +1%
NCM
211
NCM Capital Management
New Jersey
$283K -$157K -3,712 -36%
VA
212
Valmark Advisers
Ohio
$282K +$282K +6,686 New
FCA
213
FinTrust Capital Advisors
South Carolina
$278K – – –
BLC
214
Brown, Lisle/Cummings
Rhode Island
$276K – – –
FPFS
215
First Personal Financial Services
North Carolina
$272K – – –
JIR
216
James Investment Research
Ohio
$267K -$114K -2,697 -30%
BAM
217
BOS Asset Management
Illinois
$262K -$15.2K -360 -5%
RJT
218
Raymond James Trust
Florida
$261K +$51.8K +1,226 +25%
GI
219
Gradient Investments
Minnesota
$261K +$127 +3 +0%
ES
220
Eagle Strategies
New York
$259K – – –
HI
221
Harbour Investments
Wisconsin
$259K +$15.9K +376 +7%
AWA
222
Arkadios Wealth Advisors
Georgia
$258K +$6.97K +165 +3%
DAS
223
Dynamic Advisor Solutions
Arizona
$255K -$473K -11,198 -65%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$251K +$211 +5 +0.1%
FFA
225
First Foundation Advisors
California
$245K -$9.71K -230 -4%
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9
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