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Invesco S&P 500 High Dividend Low Volatility ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$90.5M 2,138,631 -69,280 -3%
Morgan Stanley
2
Morgan Stanley
New York
$72.9M 1,721,272 -72,308 -4%
Bank of America
3
Bank of America
North Carolina
$43.7M 1,033,201 +75,079 +8%
LPL Financial
4
LPL Financial
California
$43M 1,015,120 +84,370 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.3M 881,794 +63,787 +8%
Invesco
6
Invesco
Georgia
$36.8M 868,173 +16,627 +2%
Wells Fargo
7
Wells Fargo
California
$35.8M 845,243 +38,563 +5%
UBS Group
8
UBS Group
Switzerland
$26.6M 629,074 -4,145 -0.7%
RJA
9
Raymond James & Associates
Florida
$24M 566,790 +14,160 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.9M 469,769 -119,381 -20%
AWE
11
Avidian Wealth Enterprises
Texas
$18.2M 429,199 +94,693 +28%
Franklin Resources
12
Franklin Resources
California
$13.8M 326,586 +326,586 New
Ameriprise
13
Ameriprise
Minnesota
$13.6M 324,741 -11,938 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.3M 291,500 +21,618 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.3M 290,227 +55,913 +24%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$11M 253,374 -30,955 -11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.5M 247,411 -56,897 -19%
IA
18
IFG Advisory
Georgia
$10.3M 243,155 +13,822 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.57M 225,985 +1,998 +0.9%
SA
20
Shilanski & Associates
Alaska
$9.16M 216,358 +2,131 +1%
SS
21
Simplicity Solutions
Minnesota
$9.11M 215,309 +17,052 +9%
CCP
22
Cardan Capital Partners
Colorado
$8.51M 201,086 +3,075 +2%
TA
23
TrueWealth Advisors
Alabama
$7.53M 177,913 -2,895 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.2M 170,169 -139,728 -45%
AWM
25
AE Wealth Management
Kansas
$6.31M 149,125 -21,930 -13%