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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.

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
26
AE Wealth Management
Kansas
$7.54M +$1.4M +31,676 +23%
NA
27
NewEdge Advisors
Louisiana
$5.95M -$131K -2,975 -2%
NCM
28
Northside Capital Management
Oregon
$5.86M – – –
LS
29
Leelyn Smith
Illinois
$5.73M +$165K +3,745 +3%
Truist Financial
30
Truist Financial
North Carolina
$5.61M +$273K +6,198 +5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.56M +$25.4K +577 +0.5%
HI
32
Harbour Investments
Wisconsin
$5.46M +$13.3K +301 +0.2%
CS
33
Credit Suisse
Switzerland
$5.38M +$1.54M +34,939 +40%
MA
34
Mutual Advisors
Nebraska
$4.6M +$626K +14,196 +16%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.43M -$2.43M -55,024 -35%
PAG
36
Private Advisor Group
New Jersey
$4.23M -$429K -9,732 -9%
BFS
37
Bard Financial Services
Connecticut
$4.15M -$348K -7,900 -8%
GWM
38
Geneos Wealth Management
Colorado
$4.14M +$171K +3,860 +4%
MPM
39
Meritage Portfolio Management
Kansas
$3.69M +$5.16K +117 +0.1%
CAN
40
Cetera Advisor Networks
California
$3.47M -$7.7M -174,779 -69%
CA
41
Cetera Advisors
Colorado
$3.24M +$102K +2,309 +3%
DADC
42
D.A. Davidson & Co
Montana
$3.06M +$2.65K +60 +0.1%
FHA
43
Flagship Harbor Advisors
Massachusetts
$2.93M +$86K +1,951 +3%
OC
44
Oppenheimer & Co
New York
$2.84M +$25.7K +584 +0.9%
Stifel Financial
45
Stifel Financial
Missouri
$2.73M -$362K -8,204 -12%
TRCT
46
Tower Research Capital (TRC)
New York
$2.7M +$2.7M +61,251 New
BCM
47
Brookstone Capital Management
Illinois
$2.53M +$599K +13,661 +31%
Citadel Advisors
48
Citadel Advisors
Florida
$2.52M +$22.1K +502 +0.9%
CIAS
49
Capital Investment Advisory Services
North Carolina
$2.45M +$27.9K +632 +1%
AAS
50
Avantax Advisory Services
Texas
$2.44M +$83.7K +1,897 +4%
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