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

264 hedge funds and large institutions have $775M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
103
Reduced
64
Closed
33
Calls
$3.85M
Puts
$1.45M
Net Calls
+$2.4M
Net Calls Change
-$4.58M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$13.8M
2
AWE
2
Avidian Wealth Enterprises
Texas
$18.2M
3
LPL Financial
3
LPL Financial
California
$43M
4
Bank of America
4
Bank of America
North Carolina
$43.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.9M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$4.68M
4
MA
4
Mutual Advisors
Nebraska
$367K
5
Morgan Stanley
5
Morgan Stanley
New York
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
226
Creative Financial Designs
Indiana
$21K – – –
PA
227
Parallel Advisors
California
$21K +$166 +4 +0.8%
BWL
228
Bogart Wealth LLC
Virginia
$21K +$167 +4 +0.8%
SCA
229
Stonebridge Capital Advisors
Minnesota
$21K +$21K +487 New
SIM
230
Sonora Investment Management
Arizona
$19K – – –
PMFA
231
Plante Moran Financial Advisors
Michigan
$18K – – –
AF
232
Allworth Financial
California
$16K +$16K +372 New
CTC
233
Central Trust Company
Missouri
$13K – – –
WWM
234
Wagner Wealth Management
South Carolina
$13K – – –
PP
235
Pacifica Partners
Canada
$11K – – –
VNA
236
Valley National Advisers
Pennsylvania
$11K +$85 +2 +0.8%
FA
237
Flagstar Advisors
New York
$11K +$11K +258 New
AIP
238
Ameritas Investment Partners
Nebraska
$10K – – –
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.52K – – –
DWMG
240
DB Wealth Management Group
California
$9K – – –
MAM
241
Meeder Asset Management
Ohio
$9K +$9K +210 New
HNB
242
Huntington National Bank
Ohio
$8K -$9K – –
AAP
243
Arax Advisory Partners
Colorado
$8K +$83 +2 +1%
GCM
244
Gables Capital Management
Florida
$7K – – –
SSB
245
Sandy Spring Bank
Maryland
$7K +$7K +175 New
EVM
246
Eaton Vance Management
Massachusetts
$6K – – –
MIFH
247
Migdal Insurance & Financial Holdings
Israel
$6K – – –
1IA
248
1834 Investment Advisors
Wisconsin
$6K +$6K +143 New
AWM
249
AllSquare Wealth Management
New York
$5K – – –
GWS
250
Glassman Wealth Services
Virginia
$5K +$46 +1 +0.9%
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