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

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.5M
2
AAS
2
Avantax Advisory Services
Texas
$14.7M
3
SMG
3
Smart Money Group
Texas
$14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$40.8M
5
CCP
5
Cardan Capital Partners
Colorado
$10M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$39.1M
2
GFPC
2
Global Financial Private Capital
Florida
$2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
226
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K – – –
FP
227
Financial Perspectives
Minnesota
$54K +$54K +1,226 New
SWA
228
Sutton Wealth Advisors
Florida
$51.9K – – –
CFA
229
Carroll Financial Associates
North Carolina
$51K +$51K +1,170 New
TCM
230
Tradewinds Capital Management
Washington
$48K – – –
FGAM
231
Financial Gravity Asset Management
Texas
$44K +$33.8K +30 +333%
PA
232
Procyon Advisors
Connecticut
$40K +$40K +900 New
PCG
233
Private Capital Group
Connecticut
$37K – – –
FCH
234
Freestone Capital Holdings
Washington
$36.7K +$17.1K +388,708 +87%
BAM
235
Bellevue Asset Management
Washington
$36K +$36K +825 New
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$20.8K -472 -37%
MWP
237
MYCIO Wealth Partners
Pennsylvania
$34K +$218 +5 +0.6%
IA
238
IFP Advisors
Florida
$32K -$23.9K -553 -43%
LFG
239
LifePlan Financial Group
Ohio
$31K +$7.22K +163 +30%
GWS
240
Glassman Wealth Services
Virginia
$27K – – –
GEA
241
Glen Eagle Advisors
New Jersey
$26.4K – – –
LPWM
242
Lake Point Wealth Management
Texas
$26K +$26K +590 New
IIA
243
ICW Investment Advisors
Arizona
$26K +$26K +593 New
HI
244
Hoey Investments
Pennsylvania
$26K +$26K +600 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$26K +$26K +600 New
EWA
246
Evolution Wealth Advisors
Florida
$25K – – –
AssetMark Inc
247
AssetMark Inc
California
$25K +$3.22K +74 +15%
RMAM
248
Raab & Moskowitz Asset Management
New Jersey
$25K +$25K +576 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$24K -$2.88K -65 -11%
PA
250
Parallel Advisors
California
$23K +$263 +6 +1%
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10
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