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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 %
AFP
51
Ausdal Financial Partners
Iowa
$2.32M +$97.8K +2,310 +4%
AAS
52
Avantax Advisory Services
Texas
$2.31M -$25.7K -607 -1%
AA
53
Advisory Alpha
Michigan
$2.23M +$2.23M +52,647 New
HCM
54
Howard Capital Management
Georgia
$2.18M +$2.18M +51,376 New
FTS
55
Fifth Third Securities
Ohio
$1.79M -$463K -10,938 -21%
EP
56
Eudaimonia Partners
Tennessee
$1.78M -$147K -3,480 -8%
MIAN
57
Mariner Independent Advisor Network
Kansas
$1.73M +$8.05K +190 +0.5%
Citadel Advisors
58
Citadel Advisors
Florida
$1.69M -$726K -17,164 -30%
AI
59
Atria Investments
North Carolina
$1.69M -$35.4K -836 -2%
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$1.67M -$4.99K -118 -0.3%
CPC
61
Cookson Peirce & Co
Pennsylvania
$1.64M -$297K -7,024 -15%
CW
62
CreativeOne Wealth
Kansas
$1.61M +$26.9K +635 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.55M -$14.7K -346 -0.9%
BRWA
64
B. Riley Wealth Advisors
Florida
$1.45M +$549K +12,963 +61%
RFN
65
RDA Financial Network
Iowa
$1.41M – – –
IRC
66
Investors Research Corp
Georgia
$1.4M +$3.39K +80 +0.2%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.39M +$299K +7,065 +27%
COF
68
Capital One Financial
Virginia
$1.34M +$878K +20,733 +189%
SPC
69
Sigma Planning Corp
Michigan
$1.28M -$484K -11,427 -27%
N
70
Natixis
France
$1.27M -$48.1K -1,137 -4%
HH
71
Hilltop Holdings
Texas
$1.26M +$168K +3,978 +15%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$1.23M +$417K +9,800 +51%
CAN
73
Cetera Advisor Networks
California
$1.22M -$2.12M -49,982 -63%
HAS
74
HBW Advisory Services
California
$1.17M -$114K -2,681 -9%
BAM
75
Belpointe Asset Management
Nevada
$1.16M +$22.9K +541 +2%
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