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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 %
CWA
201
Clearview Wealth Advisors
Oregon
$105K +$38.7K +879 +58%
SFP
202
Sterling Financial Planning
New Jersey
$99K – – –
HFS
203
HBC Financial Services
Washington
$98K – – –
SWM
204
Sugarloaf Wealth Management
Georgia
$95K +$68K +1,540 +252%
Optiver Holding
205
Optiver Holding
Netherlands
$93K +$93K +2,101 New
TLFA
206
True Link Financial Advisors
California
$88K – – –
VC
207
Vestor Capital
Illinois
$86K +$86K +1,940 New
TFGT
208
TS Financial Group (TSFG)
Illinois
$83K +$83K +1,880 New
CA
209
Clearstead Advisors
Ohio
$75K – – –
OIA
210
Optimum Investment Advisors
Illinois
$73K – – –
CWM
211
Cedar Wealth Management
California
$71K – – –
CFA
212
Carroll Financial Associates
North Carolina
$68K -$8.58K -197 -11%
BAM
213
Bellevue Asset Management
Washington
$67K +$30.7K +702 +85%
BFC
214
Bedel Financial Consulting
Indiana
$66K -$211K -4,800 -76%
TFS
215
TrustCore Financial Services
Tennessee
$66K +$7.66K +175 +13%
Simplex Trading
216
Simplex Trading
Illinois
$64K -$71.6K -1,641 -53%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$64K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$64K +$309 +7 +0.5%
NFSG
219
Newbridge Financial Services Group
Florida
$62K +$308 +7 +0.5%
CG
220
Cutler Group
California
$61K +$61K +1,400 New
CIA
221
Choate Investment Advisors
Massachusetts
$60K – – –
FP
222
Financial Perspectives
Minnesota
$54K -$2.26M -51,333 -98%
FHA
223
First Horizon Advisors
Tennessee
$52K +$42K +960 +419%
SWA
224
Sutton Wealth Advisors
Florida
$51.9K – – –
PVH
225
Psagot Value Holdings
Israel
$51K -$17K -388 -25%
7 8
9
10 11