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

236 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+6
Holders Change %
+2.61%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
41
Increased
59
Reduced
96
Closed
29
Calls
$6.17M
Puts
$1.77M
Net Calls
+$4.4M
Net Calls Change
+$3.19M

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$7.03M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$24.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$5.36M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$5.39M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.25M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$352K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$95M
3
CCM
3
CWH Capital Management
Washington
$325K
4
JC
4
JBF Capital
Colorado
$0
5
Ameriprise
5
Ameriprise
Minnesota
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.36M +$2.39M +63,692 +81%
NA
27
NewEdge Advisors
Louisiana
$5.24M +$295K +7,848 +6%
NCM
28
Northside Capital Management
Oregon
$5.05M -$94.6K -2,518 -2%
TA
29
TrueWealth Advisors
Alabama
$4.78M +$4.78M +124,379 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.69M -$2.35M -62,455 -33%
LS
31
Leelyn Smith
Illinois
$4.43M +$374K +9,944 +9%
MPM
32
Meritage Portfolio Management
Kansas
$4.25M -$70.6K -1,878 -2%
BFS
33
Bard Financial Services
Connecticut
$4.23M +$4.23M +112,525 New
GWM
34
Geneos Wealth Management
Colorado
$4.14M +$685K +15,938 +20%
Citadel Advisors
35
Citadel Advisors
Florida
$3.65M +$1.18M +31,375 +48%
SA
36
Shilanski & Associates
Alaska
$3.49M +$526K +14,003 +18%
CA
37
Cetera Advisors
Colorado
$2.79M -$210K -5,598 -7%
AWM
38
AE Wealth Management
Kansas
$2.6M +$1.06M +28,277 +69%
DADC
39
D.A. Davidson & Co
Montana
$2.55M -$650K -17,304 -20%
OC
40
Oppenheimer & Co
New York
$2.36M +$4.7K +125 +0.2%
CS
41
Credit Suisse
Switzerland
$2.14M +$1.58M +41,937 +278%
MA
42
Mutual Advisors
Nebraska
$2.13M +$1.68M +44,713 +373%
PI
43
PFS Investments
Georgia
$2.08M -$64.5K -1,680 -3%
AAS
44
Avantax Advisory Services
Texas
$2.03M -$3.09M -82,262 -60%
CIAS
45
Capital Investment Advisory Services
North Carolina
$2.01M +$86.7K +2,307 +5%
HH
46
Hilltop Holdings
Texas
$1.94M +$231K +6,148 +14%
CWA
47
Capital Wealth Alliance
Arizona
$1.86M +$45.9K +1,197 +3%
HAS
48
HBW Advisory Services
California
$1.7M -$362K -9,631 -18%
EP
49
Eudaimonia Partners
Tennessee
$1.68M -$1.39K -37 -0.1%
N
50
Natixis
France
$1.65M -$2.48K -66 -0.2%
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