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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 %
CAL
151
Capital Advisors Ltd
Ohio
$252K – – –
SI
152
Stephens Inc
Arkansas
$245K -$5.97K -141 -2%
FFA
153
First Foundation Advisors
California
$245K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$245K +$1.27K +30 +0.5%
SWM
155
Spire Wealth Management
Virginia
$244K -$1.65K -39 -0.7%
EWA
156
EP Wealth Advisors
California
$244K – – –
OAM
157
Oppenheimer Asset Management
New York
$243K +$889 +21 +0.4%
VAS
158
Vestmark Advisory Solutions
Massachusetts
$242K -$36.1K -854 -13%
STB
159
S&T Bank
Pennsylvania
$242K -$36.1K -854 -13%
VFA
160
Valeo Financial Advisors
Indiana
$240K +$240K +5,667 New
HT
161
Heritage Trust
Oklahoma
$233K – – –
RJT
162
Raymond James Trust
Florida
$232K – – –
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$232K +$232K +5,470 New
AIC
164
Ameritas Investment Company
Nebraska
$229K +$92.1K +2,175 +67%
PFS
165
Prospera Financial Services
Texas
$228K -$95.8K -2,268 -30%
FF
166
Friedenthal Financial
New Jersey
$224K – – –
CAWM
167
Capital Advisors Wealth Management
Washington
$224K +$224K +5,295 New
MWA
168
Meridian Wealth Advisors
Texas
$222K – – –
ASN
169
Advisory Services Network
Georgia
$216K +$80.2K +1,896 +59%
AFC
170
AFT Forsyth & Company
Florida
$213K +$254 +6 +0.1%
LA
171
Latitude Advisors
Florida
$212K +$212K +5,000 New
SIAG
172
Safeguard Investment Advisory Group
California
$210K -$507 -12 -0.2%
LC
173
Lavaca Capital
Texas
$210K – – –
MOS
174
MGO One Seven
Ohio
$207K +$207K +4,806 New
IWC
175
Integrated Wealth Concepts
Massachusetts
$205K +$1.99K +47 +1%
5 6
7
8 9