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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.

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

Top Sellers

1
CI
1
Clal Insurance
Israel
$4.1M
2
DS
2
DRW Securities
Illinois
$0
3
PG
3
Prostatis Group
Maryland
$1.05M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$715K
5
GB
5
Gunma Bank
Japan
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$148M 2,918,500 +520,998 +22%
LPL Financial
2
LPL Financial
California
$97.4M 1,925,125 +40,576 +2%
Bank of America
3
Bank of America
North Carolina
$56.8M 1,122,274 -44,703 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$56.4M 1,114,597 -7,272 -0.6%
Financial Engines Advisors
5
Financial Engines Advisors
California
$51.4M 1,017,081 -32,023 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$37.8M 747,064 -28,095 -4%
Franklin Resources
7
Franklin Resources
California
$34M 674,688 +3,308 +0.5%
Goldman Sachs
8
Goldman Sachs
New York
$32.3M 638,341 +621,643 +3,723%
Ameriprise
9
Ameriprise
Minnesota
$29.6M 584,752 +210,257 +56%
UBS Group
10
UBS Group
Switzerland
$29.4M 581,188 +45,758 +9%
Wells Fargo
11
Wells Fargo
California
$26.6M 526,775 +49,780 +10%
B
12
Barings
North Carolina
$22.9M 452,417 +452,417 New
AWE
13
Avidian Wealth Enterprises
Texas
$22M 435,514 +2,638 +0.6%
RJA
14
Raymond James & Associates
Florida
$18.4M 363,458 -12,813 -3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$16.5M 328,211 +42,820 +15%
EH
16
Equitable Holdings
New York
$16.4M 325,031 +8,897 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$16.4M 323,363 -12,599 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.5M 287,573 -9,905 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.5M 287,409 +4,476 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.3M 283,212 +79,422 +39%
WAS
21
WESPAC Advisors SoCal
California
$13.4M 264,999 +264,999 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$12.5M 247,252 -2,049 -0.8%
AF
23
Allworth Financial
California
$11.9M 235,687 -4,879 -2%
SA
24
Shilanski & Associates
Alaska
$10.8M 214,290 -3,213 -1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$10.3M 204,411 +21,361 +12%
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