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

236 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 96 reducing their positions, and 29 closing their positions.

Holders
236
Holders Change
+6
Holders Change %
+2.61%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
41
Increased
59
Reduced
96
Closed
29
Calls
$6.17M
Puts
$1.77M
Net Calls
+$4.4M
Net Calls Change
+$3.19M

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$7.03M
2
TA
2
TrueWealth Advisors
Alabama
$4.78M
3
BFS
3
Bard Financial Services
Connecticut
$4.23M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$5.36M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$352K
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$95M
3
CCM
3
CWH Capital Management
Washington
$325K
4
JC
4
JBF Capital
Colorado
$0
5
Ameriprise
5
Ameriprise
Minnesota
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$95M 2,527,307 -230,725 -8%
Morgan Stanley
2
Morgan Stanley
New York
$55.5M 1,476,003 +43,183 +3%
Bank of America
3
Bank of America
North Carolina
$39.3M 1,045,785 -65,541 -6%
QI
4
QS Investors
New York
$39.3M 1,045,285 -79,126 -7%
Invesco
5
Invesco
Georgia
$36.2M 963,335 -55,480 -5%
LPL Financial
6
LPL Financial
California
$34.3M 913,224 +8,083 +0.9%
Wells Fargo
7
Wells Fargo
California
$33.3M 886,596 -57,712 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.9M 661,599 +83,922 +15%
UBS Group
9
UBS Group
Switzerland
$24.7M 656,077 -51,794 -7%
RJA
10
Raymond James & Associates
Florida
$19.7M 523,449 +22,769 +5%
Ameriprise
11
Ameriprise
Minnesota
$17.5M 465,443 -99,960 -18%
Truist Financial
12
Truist Financial
North Carolina
$17.1M 454,947 -33,472 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.6M 334,898 -86,090 -20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.1M 323,243 -55,207 -15%
SS
15
Simplicity Solutions
Minnesota
$10.2M 272,276 +15,781 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.07M 241,432 -40,598 -14%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.9M 236,709 +18,323 +8%
AWE
18
Avidian Wealth Enterprises
Texas
$8.67M 230,682 +1,577 +0.7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.25M 219,403 +54,298 +33%
CAN
20
Cetera Advisor Networks
California
$7.05M 187,613 +151 +0.1%
DAS
21
Dynamic Advisor Solutions
Arizona
$7.03M 186,978 +186,978 New
PAG
22
Private Advisor Group
New Jersey
$6.93M 184,321 +21,476 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.29M 167,358 -53,553 -24%
MML Investors Services
24
MML Investors Services
Massachusetts
$6.23M 165,805 -22,645 -12%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$5.39M 140,278 +60,789 +76%
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