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Invesco S&P 500 High Dividend Low Volatility ETF
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Overview Fund Activity

236 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+6
Holders Change %
+2.61%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
41
Increased
59
Reduced
96
Closed
29
Calls
$6.17M
Puts
$1.77M
Net Calls
+$4.4M
Net Calls Change
+$3.19M

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
$7.03M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.9M
3
Stifel Financial
Stifel Financial
Missouri
$5.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.39M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$352K
2
Financial Engines Advisors
Financial Engines Advisors
California
$95M
3
CCM
CWH Capital Management
Washington
$325K
4
JC
JBF Capital
Colorado
$0
5
Ameriprise
Ameriprise
Minnesota
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$322K +$23.4K +622 +8%
APA
127
American Portfolios Advisors
New York
$309K -$2.03K -54 -0.7%
CA
128
Calton & Associates
Florida
$303K +$19.6K +522 +7%
FIM
129
Freedom Investment Management
Connecticut
$302K -$11.2K -299 -4%
TSS
130
Two Sigma Securities
New York
$301K +$16.7K +443 +6%
Lido Advisors
131
Lido Advisors
California
$295K +$295K +7,863 New
SIAG
132
Safeguard Investment Advisory Group
California
$293K +$293K +7,812 New
SI
133
Stephens Inc
Arkansas
$277K -$91.5K -2,439 -25%
RJT
134
Raymond James Trust
Florida
$277K -$88.2K -2,350 -24%
JWCA
135
J.W. Cole Advisors
Florida
$276K +$14.1K +375 +5%
FCA
136
FinTrust Capital Advisors
South Carolina
$275K -$4.06K -108 -1%
GIA
137
Gladstone Institutional Advisory
Florida
$271K -$138K -3,674 -34%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$268K +$677 +18 +0.3%
EWA
139
EP Wealth Advisors
California
$263K +$8.32K +221 +3%
CFG
140
Cooper Financial Group
California
$256K +$256K +6,822 New
WEC
141
Winslow Evans & Crocker
Massachusetts
$255K +$114K +3,046 +81%
KWM
142
Kingsview Wealth Management
Oregon
$251K -$45.5K -1,209 -15%
STB
143
S&T Bank
Pennsylvania
$247K -$20K -532 -7%
PWP
144
Principle Wealth Partners
Connecticut
$246K +$246K +6,545 New
SMC
145
Smith, Moore & Co
Missouri
$244K -$11.2K -297 -4%
BFC
146
Bedel Financial Consulting
Indiana
$237K – – –
OAM
147
Oppenheimer Asset Management
New York
$234K -$6.68K -178 -3%
CAM
148
Cozad Asset Management
Illinois
$233K -$153K -4,061 -40%
LNC
149
Lincoln National Corp
Pennsylvania
$232K -$8.5K -226 -4%
BAAM
150
Baker Avenue Asset Management
California
$225K +$225K +6,000 New
4 5
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