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

289 hedge funds and large institutions have $851M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+25
Holders Change %
+9.47%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
80
Reduced
95
Closed
21
Calls
$5.11M
Puts
$1.22M
Net Calls
+$3.89M
Net Calls Change
+$1.49M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$54.8M
2
PP
Prudential plc
United Kingdom
$9.28M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.52M
4
LPL Financial
LPL Financial
California
$51M
5
Wells Fargo
Wells Fargo
California
$42.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$4.19M
2
SS
Simplicity Solutions
Minnesota
$0
3
HI
Harbour Investments
Wisconsin
$198K
4
FHA
Flagship Harbor Advisors
Massachusetts
$0
5
CA
Calton & Associates
Florida
$470K
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
151
QP Wealth Management
New Jersey
$314K -$22K -485 -7%
AF
152
Advisornet Financial
Minnesota
$305K +$1.09K +24 +0.4%
CG
153
Clarus Group
Texas
$300K – – –
KWM
154
Kingsview Wealth Management
Oregon
$297K -$544 -12 -0.2%
VA
155
Valmark Advisers
Ohio
$296K -$31.5K -697 -10%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$294K +$46K +1,015 +19%
PWP
157
Principle Wealth Partners
Connecticut
$293K -$1.13K -25 -0.4%
WA
158
Wealth Alliance
New York
$291K +$2.63K +58 +0.9%
PSF
159
Pacific Sun Financial
California
$286K -$4.53K -100 -2%
US Bancorp
160
US Bancorp
Minnesota
$278K -$19K -420 -6%
FA
161
Fermata Advisors
California
$267K -$54.1K -1,193 -17%
WMS
162
Wealth Management Solutions
Pennsylvania
$266K +$266K +5,884 New
BLC
163
Brown, Lisle/Cummings
Rhode Island
$265K +$265K +5,850 New
FFA
164
First Foundation Advisors
California
$262K – – –
SI
165
Stephens Inc
Arkansas
$262K +$91 +2 +0%
EWA
166
EP Wealth Advisors
California
$261K – – –
SWM
167
Spire Wealth Management
Virginia
$261K – – –
OAM
168
Oppenheimer Asset Management
New York
$258K -$2.08K -46 -0.8%
AAS
169
Ameritas Advisory Services
Nebraska
$256K +$256K +5,662 New
CAAS
170
Capital Asset Advisory Services
Michigan
$254K -$26.5K -584 -9%
CAL
171
Capital Advisors Ltd
Ohio
$251K -$18.5K -407 -7%
HT
172
Heritage Trust
Oklahoma
$250K – – –
STB
173
S&T Bank
Pennsylvania
$249K -$10.2K -226 -4%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$249K -$10.2K -226 -4%
WTB
175
Washington Trust Bank
Washington
$249K +$249K +5,505 New
5 6
7
8 9