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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.

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 %
CS
26
Credit Suisse
Switzerland
$6.26M +$1.09M +25,666 +21%
NA
27
NewEdge Advisors
Louisiana
$5.74M +$30.4K +719 +0.5%
NCM
28
Northside Capital Management
Oregon
$5.63M – – –
LS
29
Leelyn Smith
Illinois
$5.54M +$37.5K +886 +0.7%
HI
30
Harbour Investments
Wisconsin
$5.43M +$189K +4,475 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.38M +$40.3K +952 +0.8%
Truist Financial
32
Truist Financial
North Carolina
$5.1M -$291K -6,883 -5%
LMIM
33
Lockheed Martin Investment Management
Maryland
$4.68M -$4.83M -114,100 -51%
PAG
34
Private Advisor Group
New Jersey
$4.2M +$145K +3,416 +4%
GWM
35
Geneos Wealth Management
Colorado
$4.06M +$58.1K +1,359 +1%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.7M -$549K -12,980 -13%
BFS
37
Bard Financial Services
Connecticut
$3.65M -$339K -8,000 -8%
BCM
38
Brookstone Capital Management
Illinois
$3.63M +$1.15M +26,751 +46%
MPM
39
Meritage Portfolio Management
Kansas
$3.5M -$42.1K -994 -1%
DADC
40
D.A. Davidson & Co
Montana
$2.96M +$16.3K +384 +0.6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$2.93M – – –
CA
42
Cetera Advisors
Colorado
$2.92M -$186K -4,388 -6%
CA
43
Calton & Associates
Florida
$2.9M +$2.52M +49,376 +669%
OC
44
Oppenheimer & Co
New York
$2.76M +$32.7K +772 +1%
Stifel Financial
45
Stifel Financial
Missouri
$2.66M +$37.2K +878 +1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.62M +$2.41M +56,951 +1,139%
CWA
47
Capital Wealth Alliance
Arizona
$2.54M +$90.8K +2,082 +4%
SWP
48
Stratos Wealth Partners
Ohio
$2.42M +$227K +5,374 +10%
Goldman Sachs
49
Goldman Sachs
New York
$2.42M +$1.02M +24,135 +73%
CIAS
50
Capital Investment Advisory Services
North Carolina
$2.37M +$14.5K +343 +0.6%
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