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

309 hedge funds and large institutions have $957M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
91
Reduced
112
Closed
36
Calls
$4.47M
Puts
$608K
Net Calls
+$3.86M
Net Calls Change
+$1.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.1M
2
ACM
2
Absolute Capital Management
Pennsylvania
$6.34M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.45M
4
AWE
4
Avidian Wealth Enterprises
Texas
$19.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
WA
2
Win Advisors
Florida
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Continuum Advisory
Idaho
$240K +$240K +5,365 New
VL
202
Vima LLC
Michigan
$237K +$8.57K +203 +4%
CWM
203
Consultiva Wealth Management
Puerto Rico
$236K +$236K +5,313 New
FFN
204
Focus Financial Network
Minnesota
$234K -$362K -8,511 -61%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$233K +$163K +3,500 +230%
MWA
206
Meridian Wealth Advisors
Texas
$233K – – –
Creative Planning
207
Creative Planning
Kansas
$231K +$1.82K +41 +0.8%
MOS
208
MGO One Seven
Ohio
$226K +$226K +5,083 New
AFC
209
AFT Forsyth & Company
Florida
$219K +$89 +2 +0%
CAM
210
Cozad Asset Management
Illinois
$218K – – –
AWM
211
Apollon Wealth Management
South Carolina
$218K – – –
MCC
212
Money Concepts Capital
Florida
$216K -$3.95K -89 -2%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$215K +$83.4K +1,878 +63%
CAWM
214
Capital Advisors Wealth Management
Washington
$212K -$799 -18 -0.4%
CAL
215
Capital Advisors Ltd
Ohio
$211K – – –
WS
216
Wedbush Securities
California
$211K +$211K +4,761 New
SWM
217
SeaCrest Wealth Management
New York
$210K – – –
TC
218
TownSquare Capital
Utah
$210K +$210K +4,733 New
Lido Advisors
219
Lido Advisors
California
$210K -$444 -10 -0.2%
HT
220
Heritage Trust
Oklahoma
$209K +$209K +4,715 New
GI
221
Gradient Investments
Minnesota
$209K -$79.9K -1,800 -28%
PCM
222
Prelude Capital Management
New York
$206K +$206K +4,648 New
BSW
223
Buckingham Strategic Wealth
Missouri
$204K +$204K +4,593 New
HI
224
Harbour Investments
Wisconsin
$191K -$11K -247 -5%
GT
225
Glenmede Trust
Pennsylvania
$168K – – –
7 8
9
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