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

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.89%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.66M
2
HighTower Advisors
HighTower Advisors
Illinois
+$8.35M
3
IAIM
International Assets Investment Management
Florida
+$6.67M
4
XF
XML Financial
Maryland
+$6.25M
5
TPWM
Twelve Points Wealth Management
Massachusetts
+$2.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$13.1M
2
Morgan Stanley
Morgan Stanley
New York
-$11.9M
3
SVCP
Silicon Valley Capital Partners
California
-$9.26M
4
GS
GTS Securities
New York
-$8.61M
5
LPL Financial
LPL Financial
California
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$249K +$249K +6,346 New
LFAS
202
Level Four Advisory Services
Texas
$248K +$56.9K +1,451 +30%
HA
203
Herold Advisors
New York
$242K -$3.68K -94 -2%
PSF
204
Pacific Sun Financial
California
$239K -$7.84K -200 -3%
VA
205
Valmark Advisers
Ohio
$228K -$21.2K -540 -8%
DAS
206
Dynamic Advisor Solutions
Arizona
$227K +$29.4K +750 +15%
FFA
207
First Foundation Advisors
California
$227K – – –
MCC
208
Money Concepts Capital
Florida
$226K -$901 -23 -0.4%
M&T Bank
209
M&T Bank
New York
$222K – – –
SG
210
StoneX Group
New York
$221K -$98.1K -2,502 -31%
RJT
211
Raymond James Trust
Florida
$220K – – –
FCT
212
First Community Trust
Iowa
$215K – – –
SMC
213
Smith, Moore & Co
Missouri
$215K -$15.7K -400 -7%
HI
214
Harbour Investments
Wisconsin
$214K +$1.25K +32 +0.6%
Corient Private Wealth
215
Corient Private Wealth
Florida
$213K +$213K +5,446 New
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$211K -$1.02K -26 -0.5%
FFN
217
Focus Financial Network
Minnesota
$211K +$2.55K +65 +1%
SFA
218
Sequoia Financial Advisors
Ohio
$210K -$47.3K -1,206 -18%
LSIA
219
LaSalle St. Investment Advisors
Illinois
$209K -$16K -409 -7%
CWM
220
Consultiva Wealth Management
Puerto Rico
$208K +$101K +2,573 +94%
HF
221
HRT Financial
New York
$208K +$208K +5,315 New
MWA
222
Meridian Wealth Advisors
Texas
$206K – – –
CAL
223
Capital Advisors Ltd
Ohio
$205K -$62.1K -1,584 -23%
JIR
224
James Investment Research
Ohio
$205K -$43.4K -1,108 -18%
AGA
225
Arkos Global Advisors
Texas
$204K +$352 +9 +0.2%
7 8
9
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