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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 %
IA
151
IFG Advisory
Georgia
$214K +$214K +5,710 New
TAM
152
Tocqueville Asset Management
New York
$212K +$212K +5,650 New
HT
153
Heritage Trust
Oklahoma
$207K -$28.1K -749 -12%
RG
154
Retirement Group
California
$201K -$121K -3,235 -38%
AC
155
AlphaCore Capital
California
$198K +$1.02K +27 +0.5%
PWM
156
Provident Wealth Management
Tennessee
$181K -$11.7K -313 -6%
GRP
157
Global Retirement Partners
California
$169K -$7.53K -201 -4%
AWA
158
Arkadios Wealth Advisors
Georgia
$156K +$156K +4,153 New
ASN
159
Advisory Services Network
Georgia
$144K -$114K -3,051 -44%
AF
160
Advisornet Financial
Minnesota
$142K -$111K -2,958 -44%
GT
161
Glenmede Trust
Pennsylvania
$142K – – –
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$129K -$61.4K -1,626 -32%
US Bancorp
163
US Bancorp
Minnesota
$123K +$35.3K +937 +40%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$120K +$19.7K +525 +20%
MCC
165
Money Concepts Capital
Florida
$115K +$115K +3,065 New
RA
166
Reby Advisors
Connecticut
$113K +$113K +3,019 New
PCG
167
Private Capital Group
Connecticut
$104K – – –
SFSIG
168
San Francisco Sentry Investment Group
California
$103K +$1.32K +35 +1%
William Blair & Company
169
William Blair & Company
Illinois
$95K -$413K -10,946 -81%
HFS
170
HBC Financial Services
Washington
$88K – – –
SWM
171
Sugarloaf Wealth Management
Georgia
$81K – – –
SFP
172
Sterling Financial Planning
New Jersey
$80K +$80K +2,134 New
IA
173
IFS Advisors
Kansas
$78K +$78K +2,090 New
CWM
174
Consultiva Wealth Management
Puerto Rico
$77K +$77K +2,051 New
TLFA
175
True Link Financial Advisors
California
$75K +$75K +2,000 New
5 6
7
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