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

240 hedge funds and large institutions have $1.17B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
5.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
26
Increased
101
Reduced
73
Closed
22
Calls
$358K
Puts
$421K
Net Calls
-$63K
Net Calls Change
-$7.8M

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$25.4M
2
WP
WealthPLAN Partners
Nebraska
$25.9M
3
Invesco
Invesco
Georgia
$21.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.1M
5
MPM
Meritage Portfolio Management
Kansas
$9.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$108M
2
Wells Fargo
Wells Fargo
California
$51.7M
3
CWG
Cornerstone Wealth Group
North Carolina
$3.69M
4
MFS
Madrona Financial Services
Washington
$3.91M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
226
TCG Advisors
Texas
$14K +$170 +4 +1%
GWMIA
227
Global Wealth Management Investment Advisory
Florida
$10K -$2.98K -70 -23%
BHWM
228
Bay Harbor Wealth Management
Maryland
$10K – – –
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.48K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$9K -$13.2K -300 -59%
UBS AM
231
UBS AM
Illinois
$8.42K – – –
GCM
232
Gables Capital Management
Florida
$7K – – –
AWM
233
AllSquare Wealth Management
New York
$5K – – –
APC
234
Aspire Private Capital
North Carolina
$5K – – –
CFD
235
Creative Financial Designs
Indiana
$4K -$11.2K -281 -74%
TL
236
TrueWealth LLC
Georgia
$3K – – –
WCM
237
Whitener Capital Management
North Carolina
$2K – – –
JCM
238
Jacobi Capital Management
Pennsylvania
$1K -$42 -1 -4%
ACP
239
Arcus Capital Partners
Georgia
– -$1.25M -29,313 Closed
TFS
240
Thoroughbred Financial Services
Tennessee
– -$972K -22,890 Closed
PP
241
Professional Planning
California
– -$892K -16,961 Closed
Renaissance Technologies
242
Renaissance Technologies
New York
– -$514K -12,100 Closed
Northern Trust
243
Northern Trust
Illinois
– -$325K -7,654 Closed
AI
244
Atria Investments
North Carolina
– -$319K -7,513 Closed
HSA
245
HBK Sorce Advisory
Pennsylvania
– -$319K -7,509 Closed
FF
246
Friedenthal Financial
New Jersey
– -$224K -5,568 Closed
Lido Advisors
247
Lido Advisors
California
– -$206K -4,855 Closed
MC
248
Moors & Cabot
Massachusetts
– -$205K -4,828 Closed
LC
249
Lavaca Capital
Texas
– -$200K -4,700 Closed
TRCT
250
Tower Research Capital (TRC)
New York
– -$169K -3,970 Closed
7 8 9
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