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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 %
HB
126
Homrich & Berg
Georgia
$443K – – –
PI
127
PFS Investments
Georgia
$440K +$440K +9,949 New
SFA
128
Sequoia Financial Advisors
Ohio
$427K +$169K +3,830 +65%
CIC
129
Carnegie Investment Counsel
Ohio
$419K -$286K -6,500 -41%
KA
130
Kovack Advisors
Florida
$419K -$5.82K -132 -1%
AC
131
AlphaCore Capital
California
$410K +$156K +3,537 +61%
FHC
132
First Heartland Consultants
Missouri
$406K -$13.6K -308 -3%
IFA
133
Interactive Financial Advisors
Illinois
$402K -$168K -3,809 -29%
FIM
134
Freedom Investment Management
Connecticut
$397K +$11.1K +252 +3%
Citigroup
135
Citigroup
New York
$391K -$21.3K -482 -5%
PP
136
PDS Planning
Ohio
$385K -$14.8K -337 -4%
Daiwa Securities Group
137
Daiwa Securities Group
Japan
$383K -$22K -500 -5%
RIA
138
Realta Investment Advisors
Delaware
$382K -$8.21K -186 -2%
RIA
139
Regal Investment Advisors
Michigan
$381K +$381K +8,649 New
JWCA
140
J.W. Cole Advisors
Florida
$378K +$53K +1,203 +16%
AIM
141
Axiom Investment Management
New York
$374K +$220K +5,000 +143%
FFN
142
Focus Financial Network
Minnesota
$360K +$4.41K +100 +1%
Lido Advisors
143
Lido Advisors
California
$347K – – –
VA
144
Valmark Advisers
Ohio
$341K -$125K -2,831 -27%
PFS
145
Prospera Financial Services
Texas
$338K +$25.5K +577 +8%
TAM
146
Tocqueville Asset Management
New York
$330K -$662 -15 -0.2%
CA
147
Calton & Associates
Florida
$325K -$30.6K -695 -9%
SMC
148
Smith, Moore & Co
Missouri
$320K +$5.42K +123 +2%
WPW
149
Warther Private Wealth
Ohio
$306K +$306K +6,911 New
KWM
150
Kingsview Wealth Management
Oregon
$295K – – –
4 5
6
7 8