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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 %
VAS
151
Vestmark Advisory Solutions
Massachusetts
$290K – – –
STB
152
S&T Bank
Pennsylvania
$290K – – –
US Bancorp
153
US Bancorp
Minnesota
$288K +$185K +4,204 +180%
QWM
154
QP Wealth Management
New Jersey
$287K +$287K +6,500 New
PWP
155
Principle Wealth Partners
Connecticut
$286K – – –
IC
156
Inscription Capital
Texas
$286K +$286K +6,490 New
WA
157
Wealth Alliance
New York
$278K +$2.25K +51 +0.8%
FCA
158
FinTrust Capital Advisors
South Carolina
$274K -$91.1K -2,071 -25%
CG
159
Clarus Group
Texas
$269K +$8.19K +185 +3%
FA
160
Fermata Advisors
California
$266K -$32.2K -730 -11%
CAL
161
Capital Advisors Ltd
Ohio
$262K -$137K -3,118 -34%
SI
162
Stephens Inc
Arkansas
$261K +$5.11K +116 +2%
QC
163
QCM Cayman
Texas
$260K +$260K +5,904 New
FFA
164
First Foundation Advisors
California
$256K +$256K +5,797 New
SWM
165
Spire Wealth Management
Virginia
$255K – – –
EWA
166
EP Wealth Advisors
California
$254K – – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$254K +$113K +2,564 +80%
OAM
168
Oppenheimer Asset Management
New York
$252K -$22.6K -512 -8%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$251K +$63.9K +1,449 +34%
HT
170
Heritage Trust
Oklahoma
$243K – – –
RJT
171
Raymond James Trust
Florida
$241K – – –
SIM
172
Stratos Investment Management
Ohio
$238K +$238K +5,390 New
Renaissance Technologies
173
Renaissance Technologies
New York
$238K +$238K +5,400 New
LNC
174
Lincoln National Corp
Pennsylvania
$236K – – –
MWA
175
Meridian Wealth Advisors
Texas
$231K – – –
5 6
7
8 9