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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.

New
Increased
Maintained
Reduced
Closed
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 %
Barclays
101
Barclays
United Kingdom
$683K -$324K -7,361 -32%
OPS
102
Orion Portfolio Solutions
Nebraska
$671K +$671K +15,211 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$667K +$11.2K +253 +2%
HCP
104
Holt Capital Partners
Texas
$661K – – –
CRI
105
Colonial River Investments
Virginia
$653K +$31.3K +710 +5%
SS
106
Sunbelt Securities
Texas
$602K +$9.9K +227 +2%
SW
107
SteelPeak Wealth
California
$599K – – –
PTC
108
Private Trust Company
Ohio
$584K -$26K -589 -4%
LWAC
109
Laurel Wealth Advisors (California)
California
$579K -$8.82K -200 -2%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$564K +$14.7K +334 +3%
P
111
Palladiem
Pennsylvania
$553K -$9.66K -219 -2%
LFGH
112
Lee Financial Group Hawaii
Hawaii
$539K +$539K +12,221 New
MAFM
113
Mid Atlantic Financial Management
Pennsylvania
$526K -$5.11K -116 -1%
Lazard Asset Management
114
Lazard Asset Management
New York
$523K – – –
FPFS
115
First Personal Financial Services
North Carolina
$522K – – –
Creative Planning
116
Creative Planning
Kansas
$522K +$313K +7,102 +150%
SPIA
117
Steward Partners Investment Advisory
New York
$513K -$586K -13,291 -53%
9WM
118
9258 Wealth Management
Ohio
$501K -$30.3K -687 -6%
SDAM
119
Shulman DeMeo Asset Management
New York
$485K -$326K -7,411 -40%
COF
120
Capital One Financial
Virginia
$482K -$180K -4,080 -27%
Prudential Financial
121
Prudential Financial
New Jersey
$479K +$21.9K +497 +5%
APA
122
American Portfolios Advisors
New York
$475K +$20.9K +474 +5%
AWA
123
Arkadios Wealth Advisors
Georgia
$464K +$357K +8,110 +334%
OIM
124
Orca Investment Management
Oregon
$460K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$450K – – –
3 4
5
6 7