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

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M

Top Buyers

1
QI
QS Investors
New York
$24.8M
2
Wells Fargo
Wells Fargo
California
$51.3M
3
RJA
Raymond James & Associates
Florida
$34.8M
4
RW
RVW Wealth
California
$10.4M
5
PIN
Prudent Investors Network
California
$10.1M

Top Sellers

1
BA
BCM Advisors
Louisiana
$0
2
Morgan Stanley
Morgan Stanley
New York
$63.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.52M
4
WP
WealthPLAN Partners
Nebraska
$1.09M
5
SMG
Smart Money Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
226
Capital Advisory Group Advisory Services
Minnesota
$9K -$1.5M -49,011 -99%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$15K -519 -65%
SW
228
SVB Wealth
Massachusetts
$8K +$5.55K +204 +227%
AIP
229
Ameritas Investment Partners
Nebraska
$7K – – –
VNA
230
Valley National Advisers
Pennsylvania
$7K +$87 +3 +1%
LWM
231
Liberty Wealth Management
California
$7K +$7K +232 New
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75K – – –
GCM
233
Gables Capital Management
Florida
$5K – – –
CAL
234
Capital Analysts LLC
Pennsylvania
$4K -$8.86M -287,971 -100%
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$4K – – –
AWM
236
AllSquare Wealth Management
New York
$4K – – –
ED
237
Exane Derivatives
France
$3.69K – – –
FA
238
Faithward Advisors
Pennsylvania
$3K – – –
TRCT
239
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
HFA
240
HC Financial Advisors
California
$3K +$3K +100 New
TL
241
TrueWealth LLC
Georgia
$2K – – –
First Manhattan
242
First Manhattan
New York
$2K +$2K +90 New
MWM
243
MBE Wealth Management
Wisconsin
$2K +$2K +94 New
FGAM
244
Financial Gravity Asset Management
Texas
$1.88K +$715 +24 +62%
LPWM
245
Lake Point Wealth Management
Texas
$1K -$18.7K -560 -95%
ACA
246
Aptus Capital Advisors
Alabama
$1K – – –
AF
247
Allworth Financial
California
$1K +$1K +28 New
WIM
248
Westside Investment Management
California
$21 +$21 +710 New
BA
249
BCM Advisors
Louisiana
– -$39.1M -887,895 Closed
SMG
250
Smart Money Group
Texas
– -$14M -319,017 Closed
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10
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