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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 %
SI
251
Stephens Inc
Arkansas
– -$8.79M -199,589 Closed
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
– -$3.13M -71,900 Closed
SW
253
SteelPeak Wealth
California
– -$2.69M -61,115 Closed
PPW
254
Pasadena Private Wealth
California
– -$2.4M -54,470 Closed
SWA
255
SFMG Wealth Advisors
Texas
– -$1.74M -39,506 Closed
HSBC Holdings
256
HSBC Holdings
United Kingdom
– -$1.52M -34,551 Closed
VAM
257
Verity Asset Management
North Carolina
– -$1.23M -27,929 Closed
WWM
258
WT Wealth Management
Arizona
– -$796K -18,079 Closed
TFA
259
Teamwork Financial Advisors
Texas
– -$502K -11,395 Closed
ECM
260
ExodusPoint Capital Management
New York
– -$489K -11,098 Closed
PAS
261
Park Avenue Securities
New York
– -$466K -10,586 Closed
RIA
262
Regal Investment Advisors
Michigan
– -$404K -9,164 Closed
IAA
263
Independent Advisor Alliance
North Carolina
– -$372K -8,460 Closed
PCS
264
Personal CFO Solutions
New Jersey
– -$309K -7,012 Closed
IAN
265
Integrated Advisors Network
Texas
– -$303K -6,888 Closed
JWCA
266
J.W. Cole Advisors
Florida
– -$282K -6,398 Closed
CIBC World Market
267
CIBC World Market
Ontario, Canada
– -$280K -6,351 Closed
CA
268
Calton & Associates
Florida
– -$279K -6,345 Closed
CFG
269
CMC Financial Group
Georgia
– -$276K -6,278 Closed
GLA
270
Good Life Advisors
Pennsylvania
– -$274K -6,229 Closed
RJT
271
Raymond James Trust
Florida
– -$274K -6,228 Closed
BAAM
272
Baker Avenue Asset Management
California
– -$264K -6,000 Closed
GAM
273
GQ Asset Management
New York
– -$258K -5,869 Closed
LFAS
274
Level Four Advisory Services
Texas
– -$257K -5,813 Closed
FFN
275
Focus Financial Network
Minnesota
– -$255K -5,784 Closed
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