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

268 hedge funds and large institutions have $819M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
94
Reduced
75
Closed
17
Calls
$8.14M
Puts
$1.16M
Net Calls
+$6.98M
Net Calls Change
+$625K

Top Buyers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$9.9M
2
IA
2
IFG Advisory
Georgia
$10.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.1M
4
SA
4
Shilanski & Associates
Alaska
$9.44M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26M

Top Sellers

1
QI
1
QS Investors
New York
$13M
2
PP
2
Prudential plc
United Kingdom
$0
3
CAN
3
Cetera Advisor Networks
California
$3.47M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$97.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Accel Wealth Management
Iowa
$51K – – –
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$51K +$51K +1,168 New
BWM
228
Baystate Wealth Management
Massachusetts
$47K +$350 +8 +0.7%
TAM
229
Townsend Asset Management
North Carolina
$42K +$751 +17 +2%
CFO
230
CVA Family Office
Colorado
$36K – – –
GEA
231
Glen Eagle Advisors
New Jersey
$26.5K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$26K – – –
LSA
233
Lion Street Advisors
Texas
$24.2K +$24.2K +550 New
PGAM
234
Princeton Global Asset Management
New Jersey
$23K – – –
CFD
235
Creative Financial Designs
Indiana
$22K – – –
IAS
236
IMA Advisory Services
Colorado
$22K – – –
SFPG
237
Stonebridge Financial Planning Group
Florida
$22K – – –
BWL
238
Bogart Wealth LLC
Virginia
$22K +$132 +3 +0.6%
PA
239
Parallel Advisors
California
$22K +$176 +4 +0.8%
SIM
240
Sonora Investment Management
Arizona
$20K – – –
PMFA
241
Plante Moran Financial Advisors
Michigan
$19K – – –
AssetMark Inc
242
AssetMark Inc
California
$15K – – –
WP
243
WealthShield Partners
North Carolina
$13K – – –
CTC
244
Central Trust Company
Missouri
$13K – – –
WWM
245
Wagner Wealth Management
South Carolina
$13K – – –
AIP
246
Ameritas Investment Partners
Nebraska
$11K – – –
VNA
247
Valley National Advisers
Pennsylvania
$11K +$86 +2 +0.8%
PP
248
Pacifica Partners
Canada
$11K +$11K +250 New
DWMG
249
DB Wealth Management Group
California
$10K -$2.06K -45 -17%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92K – – –
8 9
10
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