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

307 hedge funds and large institutions have $943M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 137 reducing their positions, and 33 closing their positions.

Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
4.9%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
27
Increased
79
Reduced
137
Closed
33
Calls
$3.69M
Puts
$4.12M
Net Calls
-$431K
Net Calls Change
-$2.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.6M
3
IAIM
3
International Assets Investment Management
Florida
$6.67M
4
XF
4
XML Financial
Maryland
$9.21M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$2.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
SVCP
3
Silicon Valley Capital Partners
California
$8.13M
4
GS
4
GTS Securities
New York
$1.44M
5
LPL Financial
5
LPL Financial
California
$74.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 3,415,357 -303,985 -8%
LPL Financial
2
LPL Financial
California
$74.6M 1,903,404 -195,000 -9%
Bank of America
3
Bank of America
North Carolina
$71.3M 1,819,278 +221,027 +14%
Financial Engines Advisors
4
Financial Engines Advisors
California
$43.4M 1,108,052 -22,710 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$43.2M 1,101,877 -112,587 -9%
Wells Fargo
6
Wells Fargo
California
$29.5M 752,258 -334,964 -31%
Franklin Resources
7
Franklin Resources
California
$23M 586,100 -102,637 -15%
UBS Group
8
UBS Group
Switzerland
$21.3M 542,695 -70,656 -12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.1M 512,534 -57,731 -10%
Invesco
10
Invesco
Georgia
$18.4M 470,601 -29,313 -6%
Ameriprise
11
Ameriprise
Minnesota
$18.3M 492,126 +7,103 +1%
AWE
12
Avidian Wealth Enterprises
Texas
$17.4M 445,058 -51,465 -10%
RJA
13
Raymond James & Associates
Florida
$17.2M 439,705 -35,916 -8%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$15.9M 404,647 -5,576 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.7M 400,389 -18,239 -4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15.1M 384,188 +53,195 +16%
AWS
17
Atria Wealth Solutions
New York
$13.7M 350,105 +1,495 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.6M 322,474 -43,640 -12%
Osaic Holdings
19
Osaic Holdings
Arizona
$11.6M 295,652 -35,229 -11%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$11M 280,002 -47,580 -15%
HighTower Advisors
21
HighTower Advisors
Illinois
$10.6M 271,659 +213,133 +364%
EH
22
Equitable Holdings
New York
$10.6M 269,677 +24,183 +10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$9.97M 242,341 -34,676 -13%
XF
24
XML Financial
Maryland
$9.21M 234,944 +159,354 +211%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.09M 231,813 -55,148 -19%
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