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

312 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+5
Holders Change %
+1.63%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
48
Increased
89
Reduced
118
Closed
38
Calls
$3.75M
Puts
$958K
Net Calls
+$2.8M
Net Calls Change
+$3.23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$262M
2
WA
Win Advisors
Florida
$15.8M
3
AF
Allworth Financial
California
$11.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.1M
5
Stifel Financial
Stifel Financial
Missouri
$13.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$59.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.76M
3
SVCP
Silicon Valley Capital Partners
California
$0
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
5
IAIM
International Assets Investment Management
Florida
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
201
Comerica Bank
Texas
$251K -$116K -2,731 -32%
FFA
202
First Foundation Advisors
California
$246K +$42 +1 +0%
FPFS
203
First Personal Financial Services
North Carolina
$244K -$28.8K -678 -11%
M&T Bank
204
M&T Bank
New York
$241K – – –
RJT
205
Raymond James Trust
Florida
$238K – – –
PFA
206
Pinnacle Family Advisors
Missouri
$235K +$235K +5,549 New
US Bancorp
207
US Bancorp
Minnesota
$232K -$54.2K -1,277 -19%
VL
208
Vima LLC
Michigan
$230K +$230K +5,423 New
Northern Trust
209
Northern Trust
Illinois
$225K +$225K +5,299 New
TSS
210
Two Sigma Securities
New York
$224K +$224K +5,288 New
FPAS
211
Focus Partners Advisor Solutions
Missouri
$223K -$69.3K -1,634 -24%
MWA
212
Meridian Wealth Advisors
Texas
$223K – – –
SMC
213
Smith, Moore & Co
Missouri
$220K -$12.7K -300 -5%
Creative Planning
214
Creative Planning
Kansas
$219K -$530K -12,492 -71%
MCC
215
Money Concepts Capital
Florida
$210K -$33.8K -797 -14%
FFA
216
Farther Finance Advisors
California
$210K -$155K -3,643 -42%
STB
217
S&T Bank
Pennsylvania
$210K +$210K +4,949 New
AFC
218
AFT Forsyth & Company
Florida
$209K -$8.95K -211 -4%
CAM
219
Cozad Asset Management
Illinois
$208K +$208K +4,910 New
AWM
220
Apollon Wealth Management
South Carolina
$208K +$208K +4,899 New
Wealthfront Advisers
221
Wealthfront Advisers
California
$207K +$207K +4,890 New
SWM
222
SeaCrest Wealth Management
New York
$204K -$126K -2,919 -38%
CAWM
223
Capital Advisors Wealth Management
Washington
$203K -$158K -3,721 -44%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$202K -$66.6K -1,571 -25%
Lido Advisors
225
Lido Advisors
California
$201K +$201K +4,741 New
7 8
9
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