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

344 hedge funds and large institutions have $2.72B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 133 increasing their positions, 82 reducing their positions, and 26 closing their positions.

Holders
344
Holders Change
+39
Holders Change %
+12.79%
% of All Funds
5.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
69
Increased
133
Reduced
82
Closed
26
Calls
$6.92M
Puts
$1.14M
Net Calls
+$5.78M
Net Calls Change
-$656K

Top Buyers

1
SVCP
1
Silicon Valley Capital Partners
California
$15.8M
2
Ameriprise
2
Ameriprise
Minnesota
$53.7M
3
LPL Financial
3
LPL Financial
California
$97.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$28M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$66.9M
2
BFIC
2
Bedell Frazier Investment Counselling
California
$0
3
MPM
3
Meritage Portfolio Management
Kansas
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$40.8M
5
Invesco
5
Invesco
Georgia
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.26B 28,834 – –
Morgan Stanley
2
Morgan Stanley
New York
$195M 4,452,009 +274,700 +7%
Bank of America
3
Bank of America
North Carolina
$102M 2,326,290 +284,582 +14%
LPL Financial
4
LPL Financial
California
$97.1M 2,216,250 +301,977 +16%
Wells Fargo
5
Wells Fargo
California
$71.9M 1,640,689 +182,561 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$66.9M 1,525,251 -366,158 -19%
Ameriprise
7
Ameriprise
Minnesota
$53.7M 1,229,891 +326,216 +36%
Financial Engines Advisors
8
Financial Engines Advisors
California
$50.3M 1,146,631 -12,553 -1%
UBS Group
9
UBS Group
Switzerland
$40.8M 931,615 -91,987 -9%
RJA
10
Raymond James & Associates
Florida
$34.9M 796,776 +137,638 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$34.5M 787,746 -71,078 -8%
Invesco
12
Invesco
Georgia
$31.4M 715,398 -83,227 -10%
Stifel Financial
13
Stifel Financial
Missouri
$28M 638,011 +292,739 +85%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$26.2M 597,490 +157,515 +36%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$23.9M 546,152 +50,325 +10%
Truist Financial
16
Truist Financial
North Carolina
$23.5M 535,023 +41,795 +8%
AWE
17
Avidian Wealth Enterprises
Texas
$23.3M 531,141 -37,088 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.9M 499,606 +63,994 +15%
Franklin Resources
19
Franklin Resources
California
$20.2M 460,409 +84,195 +22%
AWS
20
Atria Wealth Solutions
New York
$15.9M 363,852 +11,183 +3%
SVCP
21
Silicon Valley Capital Partners
California
$15.8M 360,766 +360,766 New
TA
22
TrueWealth Advisors
Alabama
$15.8M 360,598 +22,516 +7%
CAWM
23
Capital Advisors Wealth Management
Washington
$15.5M 353,866 +30,098 +9%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$15.5M 345,570 +75,778 +28%
CA
25
Cetera Advisors
Colorado
$12.8M 292,285 +24,966 +9%
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