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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 %
VC
76
Vicus Capital
Pennsylvania
$1.04M -$66.6K -1,574 -6%
RW
77
RVW Wealth
California
$1M -$23.1K -720 -2%
EH
78
Equitable Holdings
New York
$990K +$47.4K +1,120 +5%
CAM
79
Cresset Asset Management
Illinois
$941K – – –
AIP
80
Ahrens Investment Partners
Louisiana
$936K -$42.8K -1,012 -4%
KAS
81
Kestra Advisory Services
Texas
$936K +$67.9K +1,603 +8%
MFG
82
Magnus Financial Group
New York
$902K – – –
M&T Bank
83
M&T Bank
New York
$868K -$47.6K -1,125 -5%
SFG
84
StrategIQ Financial Group
Indiana
$862K +$466 +11 +0.1%
KPWS
85
Kestra Private Wealth Services
Texas
$852K +$46.2K +1,091 +6%
AWA
86
ARQ Wealth Advisors
Arizona
$850K +$96.8K +2,289 +13%
CWM
87
Cornerstone Wealth Management
Missouri
$835K +$150K +3,553 +22%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$825K +$185K +4,372 +29%
ICM
89
IMS Capital Management
Oregon
$812K +$59.1K +1,396 +8%
EFS
90
Essex Financial Services
Connecticut
$791K +$74K +1,748 +10%
PP
91
Patten & Patten
Tennessee
$790K -$21.2K -500 -3%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$705K +$85 +2 +0%
AWA
93
Alta Wealth Advisors
Massachusetts
$690K – – –
Creative Planning
94
Creative Planning
Kansas
$653K +$152K +3,591 +30%
HCP
95
Holt Capital Partners
Texas
$635K – – –
SS
96
Sunbelt Securities
Texas
$602K – – –
SW
97
SteelPeak Wealth
California
$576K – – –
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$558K +$16.4K +387 +3%
LWAC
99
Laurel Wealth Advisors (California)
California
$556K – – –
DAS
100
Dynamic Advisor Solutions
Arizona
$547K -$884K -20,892 -62%
2 3
4
5 6