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

245 hedge funds and large institutions have $1.2B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
96
Reduced
82
Closed
24
Calls
$2.62M
Puts
$814K
Net Calls
+$1.8M
Net Calls Change
+$1.87M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.8M
2
AWE
Avidian Wealth Enterprises
Texas
$8.63M
3
RJA
Raymond James & Associates
Florida
$32.6M
4
BTS
BB&T Securities
Virginia
$18.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$23.2M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
$1.39M
2
MPM
Meritage Portfolio Management
Kansas
$3.57M
3
Ameriprise
Ameriprise
Minnesota
$50.2M
4
LPL Financial
LPL Financial
California
$58.8M
5
Bank of America
Bank of America
North Carolina
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$21K +$21K +500 New
FCH
227
Freestone Capital Holdings
Washington
$18.9K +$18.9K +444,410 New
SIM
228
Sonora Investment Management
Arizona
$17K +$17K +407 New
WOC
229
West Oak Capital
California
$14K – – –
BlackRock
230
BlackRock
New York
$14K +$129 +3 +0.9%
BHWM
231
Bay Harbor Wealth Management
Maryland
$10K – – –
GWMIA
232
Global Wealth Management Investment Advisory
Florida
$10K – – –
VNA
233
Valley National Advisers
Pennsylvania
$10K +$10K +236 New
BWL
234
Bogart Wealth LLC
Virginia
$10K +$10K +246 New
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.59K – – –
UBS AM
236
UBS AM
Illinois
$8.53K – – –
GCM
237
Gables Capital Management
Florida
$7K – – –
ED
238
Exane Derivatives
France
$5.24K -$58.9K -1,382 -92%
AWM
239
AllSquare Wealth Management
New York
$5K – – –
APC
240
Aspire Private Capital
North Carolina
$3K -$1.16K -31 -28%
TL
241
TrueWealth LLC
Georgia
$3K +$49 +1 +2%
WCM
242
Whitener Capital Management
North Carolina
$2K – – –
GI
243
Gradient Investments
Minnesota
$2K +$2K +51 New
SFS
244
Sowell Financial Services
Arkansas
$1K +$1K +30 New
Jane Street
245
Jane Street
New York
– -$2.28M -54,132 Closed
PWS
246
Paragon Wealth Strategies
Florida
– -$1.5M -35,566 Closed
LA
247
LexAurum Advisors
Kansas
– -$1.47M -34,943 Closed
VF
248
Virtu Financial
New York
– -$634K -15,062 Closed
FA
249
FDx Advisors
Illinois
– -$578K -13,725 Closed
Mariner
250
Mariner
Kansas
– -$415K -9,863 Closed
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