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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 %
HFA
251
HC Financial Advisors
California
$4K – – –
CFN
252
Cordasco Financial Network
Florida
$4K – – –
BC
253
Bartlett & Co
Ohio
$4K +$4K +93 New
AW
254
Avion Wealth
Texas
$4K +$4K +100 New
BCWM
255
Bartlett & Co Wealth Management
Ohio
$4K +$4K +93 New
First Manhattan
256
First Manhattan
New York
$3K – – –
WQ
257
Wealth Quarterback
New Jersey
$3K +$45 +1 +2%
CAL
258
Capital Analysts LLC
Pennsylvania
$3K +$3K +79 New
GKWIM
259
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +81 New
IF
260
Ironwood Financial
Arizona
$2K – – –
PK
261
Pflug Koory
Nebraska
$1K – – –
ED
262
Exane Derivatives
France
$296 – – –
WIM
263
Westside Investment Management
California
$23 -$3 -75 -12%
GB
264
Gunma Bank
Japan
– -$2.03M -46,000 Closed
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
– -$1.51M -34,346 Closed
HF
266
HRT Financial
New York
– -$1.17M -26,545 Closed
Barclays
267
Barclays
United Kingdom
– -$683K -15,494 Closed
OPS
268
Orion Portfolio Solutions
Nebraska
– -$671K -15,211 Closed
CRI
269
Colonial River Investments
Virginia
– -$653K -14,806 Closed
P
270
Palladiem
Pennsylvania
– -$553K -12,542 Closed
SDAM
271
Shulman DeMeo Asset Management
New York
– -$485K -11,010 Closed
PI
272
PFS Investments
Georgia
– -$440K -9,949 Closed
SFA
273
Sequoia Financial Advisors
Ohio
– -$427K -9,686 Closed
FIM
274
Freedom Investment Management
Connecticut
– -$397K -9,002 Closed
RIA
275
Regal Investment Advisors
Michigan
– -$381K -8,649 Closed
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