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

333 hedge funds and large institutions have $1.15B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
114
Reduced
94
Closed
22
Calls
$4.4M
Puts
$723K
Net Calls
+$3.68M
Net Calls Change
+$869K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$32.3M
2
Morgan Stanley
Morgan Stanley
New York
$148M
3
B
Barings
North Carolina
$22.9M
4
WAS
WESPAC Advisors SoCal
California
$13.4M
5
Ameriprise
Ameriprise
Minnesota
$29.6M

Top Sellers

1
CI
Clal Insurance
Israel
$4.1M
2
DS
DRW Securities
Illinois
$0
3
PG
Prostatis Group
Maryland
$1.05M
4
DAS
Dynamic Advisor Solutions
Arizona
$715K
5
GB
Gunma Bank
Japan
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHF
201
Safe Harbor Fiduciary
Florida
$322K +$322K +6,363 New
HA
202
Herold Advisors
New York
$313K +$202 +4 +0.1%
HAM
203
Harmony Asset Management
Arizona
$312K – – –
RJT
204
Raymond James Trust
Florida
$312K – – –
JPLA
205
Joseph P. Lucia & Associates
New York
$309K -$84.7K -1,675 -22%
TWM
206
Triton Wealth Management
Arizona
$306K +$306K +6,051 New
MA
207
Mutual Advisors
Nebraska
$304K +$76.3K +1,509 +33%
HTC
208
Haverford Trust Company
Pennsylvania
$303K – – –
SIM
209
Stratos Investment Management
Ohio
$303K – – –
GLA
210
Good Life Advisors
Pennsylvania
$300K +$300K +5,938 New
PWA
211
Prairie Wealth Advisors
Nebraska
$299K +$43.7K +865 +17%
BAM
212
BOS Asset Management
Illinois
$286K -$12.6K -250 -4%
PSF
213
Pacific Sun Financial
California
$286K -$12.6K -250 -4%
FFN
214
Focus Financial Network
Minnesota
$283K +$2.33K +46 +0.8%
WIA
215
World Investment Advisors
California
$272K +$43K +850 +19%
MOS
216
MGO One Seven
Ohio
$268K +$2.78K +55 +1%
MWA
217
Meridian Wealth Advisors
Texas
$265K – – –
TSWM
218
Tyler-Stone Wealth Management
Ohio
$258K +$129K +2,550 +100%
KAS
219
KPP Advisory Services
Kentucky
$254K +$254K +5,023 New
CAWM
220
Capital Advisors Wealth Management
Washington
$252K +$11K +217 +5%
NFSG
221
Newbridge Financial Services Group
Florida
$252K -$62.6K -1,238 -20%
CAM
222
Cozad Asset Management
Illinois
$248K – – –
CCAL
223
City Center Advisors LLC
Michigan
$248K +$248K +4,910 New
FEM
224
Fulcrum Equity Management
Texas
$248K +$248K +4,910 New
AWM
225
Apollon Wealth Management
South Carolina
$248K – – –
7 8
9
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