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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.

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
1
Koshinski Asset Management
Illinois
$773M
2
Raymond James Financial
2
Raymond James Financial
Florida
$29M
3
LPL Financial
3
LPL Financial
California
$110M
4
Stifel Financial
4
Stifel Financial
Missouri
$19.9M
5
FCM
5
Fourpath Capital Management
Oklahoma
$13.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.7M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.38M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$32.4M
5
UBS Group
5
UBS Group
Switzerland
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$773M 16,005 +7,963 +99%
Morgan Stanley
2
Morgan Stanley
New York
$143M 2,960,336 +41,836 +1%
LPL Financial
3
LPL Financial
California
$110M 2,278,767 +353,642 +18%
Bank of America
4
Bank of America
North Carolina
$54.9M 1,136,780 +14,506 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$54.7M 1,131,229 +16,632 +1%
Financial Engines Advisors
6
Financial Engines Advisors
California
$48.1M 995,260 -21,821 -2%
Ameriprise
7
Ameriprise
Minnesota
$34M 704,294 +119,542 +20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$32.4M 671,028 -76,036 -10%
Franklin Resources
9
Franklin Resources
California
$31.9M 659,614 -15,074 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$29M 600,021 +600,021 New
Wells Fargo
11
Wells Fargo
California
$26.2M 542,513 +15,738 +3%
UBS Group
12
UBS Group
Switzerland
$25.9M 536,852 -44,336 -8%
B
13
Barings
North Carolina
$23.6M 489,089 +36,672 +8%
AWE
14
Avidian Wealth Enterprises
Texas
$21M 435,645 +131 +0%
Stifel Financial
15
Stifel Financial
Missouri
$19.9M 412,493 +290,788 +239%
Goldman Sachs
16
Goldman Sachs
New York
$19.7M 406,831 -231,510 -36%
EH
17
Equitable Holdings
New York
$15.3M 317,362 -7,669 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$15.3M 315,670 -12,541 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.4M 298,021 +10,612 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.3M 296,020 +8,447 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.9M 288,294 -35,069 -11%
FCM
22
Fourpath Capital Management
Oklahoma
$13.8M 285,753 +285,753 New
WAS
23
WESPAC Advisors SoCal
California
$12.1M 249,487 -15,512 -6%
AF
24
Allworth Financial
California
$11.1M 230,434 -5,253 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$10.8M 223,838 +24,828 +12%
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