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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 %
EWA
276
EP Wealth Advisors
California
– -$254K -5,764 Closed
TWM
277
Trinity Wealth Management
Pennsylvania
– -$247K -5,612 Closed
NWP
278
Northstar Wealth Partners
Connecticut
– -$234K -5,315 Closed
ATPW
279
Ashton Thomas Private Wealth
Arizona
– -$232K -5,270 Closed
MWA
280
Meridian Wealth Advisors
Texas
– -$231K -5,250 Closed
WP
281
WealthSource Partners
California
– -$228K -5,174 Closed
CSPIA
282
Cary Street Partners Investment Advisory
Virginia
– -$225K -5,118 Closed
CPO
283
Cerity Partners OCIO
New York
– -$215K -5,041 Closed
CW
284
CreativeOne Wealth
Kansas
– -$217K -4,938 Closed
CA
285
Claro Advisors
Massachusetts
– -$212K -4,822 Closed
BF
286
BOK Financial
Oklahoma
– -$211K -4,785 Closed
LC
287
Lavaca Capital
Texas
– -$207K -4,700 Closed
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
– -$205K -4,653 Closed
MA
289
Mutual Advisors
Nebraska
– -$200K -4,552 Closed
MI
290
Moneywise Inc
Virginia
– -$178K -4,171 Closed
SMG
291
Spectrum Management Group
Indiana
– -$140K -3,180 Closed
CCA
292
Column Capital Advisors
Indiana
– -$89K -2,024 Closed
CFG
293
Citizens Financial Group
Rhode Island
– -$81K -1,843 Closed
PMFA
294
Plante Moran Financial Advisors
Michigan
– -$67K -1,523 Closed
TCWM
295
Total Clarity Wealth Management
Illinois
– -$66K -1,497 Closed
TCM
296
Tradewinds Capital Management
Washington
– -$48K -1,085 Closed
MWP
297
MYCIO Wealth Partners
Pennsylvania
– -$34K -779 Closed
IIA
298
ICW Investment Advisors
Arizona
– -$26K -593 Closed
RMAM
299
Raab & Moskowitz Asset Management
New Jersey
– -$25K -576 Closed
VCP
300
Verus Capital Partners
Arizona
– -$22K -500 Closed
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