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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$542K -$115K -2,709 -17%
LFGH
102
Lee Financial Group Hawaii
Hawaii
$539K +$21.3K +503 +4%
FAIM
103
Financial Advocates Investment Management
Washington
$537K -$710K -10,140 -57%
CFGS
104
Concourse Financial Group Securities
Alabama
$516K +$84.3K +1,991 +20%
AC
105
AlphaCore Capital
California
$507K +$113K +2,671 +29%
SPIA
106
Steward Partners Investment Advisory
New York
$503K +$10.3K +244 +2%
Prudential Financial
107
Prudential Financial
New Jersey
$503K +$34.7K +805 +7%
Lazard Asset Management
108
Lazard Asset Management
New York
$502K – – –
Lido Advisors
109
Lido Advisors
California
$497K +$164K +3,889 +49%
SFS
110
Sowell Financial Services
Arkansas
$491K +$491K +11,590 New
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$486K -$351K -8,280 -42%
9WM
112
9258 Wealth Management
Ohio
$481K +$169 +4 +0%
APA
113
American Portfolios Advisors
New York
$473K +$17.1K +405 +4%
PTC
114
Private Trust Company
Ohio
$461K -$99.6K -2,352 -18%
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$459K -$46.6K -1,100 -9%
OIM
116
Orca Investment Management
Oregon
$438K -$4.03K -95 -0.9%
HB
117
Homrich & Berg
Georgia
$425K – – –
SIM
118
Stratos Investment Management
Ohio
$424K +$196K +4,620 +86%
Daiwa Securities Group
119
Daiwa Securities Group
Japan
$406K +$38.1K +900 +10%
CIC
120
Carnegie Investment Counsel
Ohio
$405K +$2.58K +61 +0.6%
IFA
121
Interactive Financial Advisors
Illinois
$405K +$18.6K +440 +5%
FPFS
122
First Personal Financial Services
North Carolina
$393K -$108K -2,557 -22%
FHC
123
First Heartland Consultants
Missouri
$371K -$18.2K -430 -5%
PP
124
PDS Planning
Ohio
$371K +$551 +13 +0.1%
RIA
125
Realta Investment Advisors
Delaware
$371K +$4.86K +115 +1%
3 4
5
6 7