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

332 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 39 closing their positions.

Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
5.31%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
36
Increased
106
Reduced
119
Closed
39
Calls
$6.04M
Puts
$1.36M
Net Calls
+$4.69M
Net Calls Change
-$1.09M

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$31.5M
2
Franklin Resources
2
Franklin Resources
California
$28.6M
3
EH
3
Equitable Holdings
New York
$9.89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$30.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$7.47M
2
Bank of America
2
Bank of America
North Carolina
$81.9M
3
Ameriprise
3
Ameriprise
Minnesota
$36.6M
4
CAWM
4
Capital Advisors Wealth Management
Washington
$2.36M
5
RJA
5
Raymond James & Associates
Florida
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M 4,367,601 -84,408 -2%
LPL Financial
2
LPL Financial
California
$91.2M 2,160,192 -56,058 -3%
Bank of America
3
Bank of America
North Carolina
$81.9M 1,940,992 -385,298 -17%
Wells Fargo
4
Wells Fargo
California
$62.8M 1,487,539 -153,150 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.7M 1,413,544 -111,707 -7%
Financial Engines Advisors
6
Financial Engines Advisors
California
$47.5M 1,125,520 -21,111 -2%
Ameriprise
7
Ameriprise
Minnesota
$36.6M 865,461 -364,430 -30%
UBS Group
8
UBS Group
Switzerland
$33.5M 794,668 -136,947 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$31.5M 746,027 -41,719 -5%
EWA
10
EP Wealth Advisors
California
$31.5M 91,267 +85,963 +1,621%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.9M 732,060 +134,570 +23%
Franklin Resources
12
Franklin Resources
California
$28.6M 678,311 +217,902 +47%
AWE
13
Avidian Wealth Enterprises
Texas
$27.8M 658,840 +127,699 +24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23M 543,929 +44,323 +9%
RJA
15
Raymond James & Associates
Florida
$21.9M 519,795 -276,981 -35%
Invesco
16
Invesco
Georgia
$21.2M 501,278 -214,120 -30%
Truist Financial
17
Truist Financial
North Carolina
$20.7M 490,363 -44,660 -8%
PAG
18
Private Advisor Group
New Jersey
$19.5M 461,472 -50,494 -10%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$17.1M 404,018 +145,854 +56%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$16.7M 395,429 +49,859 +14%
SVCP
21
Silicon Valley Capital Partners
California
$16.4M 388,332 +27,566 +8%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$15.8M 373,190 +82,381 +28%
AWS
23
Atria Wealth Solutions
New York
$15.3M 362,041 -1,811 -0.5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$14.1M 333,757 +89,974 +37%
TA
25
TrueWealth Advisors
Alabama
$13.6M 321,388 -39,210 -11%
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