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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 %
WFA
176
Wipfli Financial Advisors
Wisconsin
$229K +$229K +5,200 New
FF
177
Friedenthal Financial
New Jersey
$224K +$224K +5,568 New
AFC
178
AFT Forsyth & Company
Florida
$222K +$10.4K +236 +5%
JPMorgan Chase & Co
179
JPMorgan Chase & Co
New York
$220K -$4.83M -109,672 -96%
SIAG
180
Safeguard Investment Advisory Group
California
$219K -$22.1K -503 -9%
LC
181
Lavaca Capital
Texas
$219K – – –
AIC
182
Ameritas Investment Company
Nebraska
$217K +$105K +1,563 +93%
VWA
183
V Wealth Advisors
Kansas
$213K -$183K -4,156 -46%
IWC
184
Integrated Wealth Concepts
Massachusetts
$211K -$297K -6,745 -58%
BFPW
185
BOK Financial Private Wealth
Colorado
$207K – – –
PCM
186
Parsons Capital Management
Rhode Island
$200K +$200K +4,526 New
ECM
187
ExodusPoint Capital Management
New York
$185K +$185K +4,205 New
GRP
188
Global Retirement Partners
California
$171K +$104K +2,372 +157%
AF
189
Advisornet Financial
Minnesota
$169K +$970 +22 +0.6%
GT
190
Glenmede Trust
Pennsylvania
$166K – – –
NFG
191
Next Financial Group
Texas
$165K -$426K -9,671 -72%
RG
192
Retirement Group
California
$163K -$30.7K -697 -16%
PWM
193
Provident Wealth Management
Tennessee
$162K -$27.6K -626 -15%
ASN
194
Advisory Services Network
Georgia
$142K +$142K +3,210 New
CAAS
195
Capital Asset Advisory Services
Michigan
$131K -$84.8K -1,922 -39%
IA
196
IFP Advisors
Florida
$129K +$15.3K +350 +13%
William Blair & Company
197
William Blair & Company
Illinois
$125K +$13.5K +305 +12%
SFSIG
198
San Francisco Sentry Investment Group
California
$123K +$1.06K +24 +0.9%
PCG
199
Private Capital Group
Connecticut
$122K – – –
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K – – –
6 7
8
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