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

355 hedge funds and large institutions have $1.93B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 124 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+22
Holders Change %
+6.61%
% of All Funds
4.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
124
Reduced
100
Closed
25
Calls
$2.3M
Puts
$923K
Net Calls
+$1.37M
Net Calls Change
-$2.31M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$773M
2
LPL Financial
LPL Financial
California
$110M
3
Stifel Financial
Stifel Financial
Missouri
$19.9M
4
FCM
Fourpath Capital Management
Oklahoma
$13.8M
5
Ameriprise
Ameriprise
Minnesota
$34M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
UBS Group
Switzerland
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
201
Triton Wealth Management
Arizona
$337K +$33.2K +661 +11%
AFP
202
Alpha Financial Partners
Kentucky
$331K +$331K +6,860 New
PWA
203
Prairie Wealth Advisors
Nebraska
$330K +$44.4K +919 +16%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$329K +$8.83K +183 +3%
NCM
205
NCM Capital Management
New Jersey
$324K – – –
OAM
206
Oppenheimer Asset Management
New York
$315K +$145 +3 +0%
FFA
207
First Foundation Advisors
California
$310K +$2.27K +47 +0.7%
CWG
208
Crown Wealth Group
North Carolina
$308K +$308K +6,380 New
SHF
209
Safe Harbor Fiduciary
Florida
$307K -$242 -5 -0.1%
Fisher Asset Management
210
Fisher Asset Management
Washington
$305K +$305K +6,308 New
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$301K +$301K +6,235 New
BIG
212
Brooklyn Investment Group
New York
$300K +$300K +6,203 New
HAM
213
Harmony Asset Management
Arizona
$299K – – –
SMC
214
Smith, Moore & Co
Missouri
$298K -$9.66K -200 -3%
WC
215
Waterloo Capital
Texas
$291K -$42.8K -885 -13%
HTC
216
Haverford Trust Company
Pennsylvania
$290K – – –
SIM
217
Stratos Investment Management
Ohio
$289K – – –
OMC
218
Old Mission Capital
Illinois
$289K +$289K +5,989 New
GS
219
GWN Securities
Florida
$288K +$288K +5,920 New
HA
220
Herold Advisors
New York
$287K -$11.9K -246 -4%
ASN
221
Advisory Services Network
Georgia
$278K +$41.9K +867 +18%
MIFH
222
Migdal Insurance & Financial Holdings
Israel
$273K -$287K -5,949 -51%
FFN
223
Focus Financial Network
Minnesota
$273K +$2.22K +46 +0.8%
PSF
224
Pacific Sun Financial
California
$269K -$4.83K -100 -2%
SWA
225
Stratos Wealth Advisors
Ohio
$264K +$264K +5,466 New
7 8
9
10 11