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

88 hedge funds and large institutions have $565M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
26
Increased
35
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$75.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.6M
3
Wells Fargo
3
Wells Fargo
California
$45.4M
4
LPL Financial
4
LPL Financial
California
$63.4M
5
NCM
5
Niemann Capital Management
Nevada
$19.2M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$33.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.11M
3
RJA
3
Raymond James & Associates
Florida
$18.9M
4
BTS
4
BB&T Securities
Virginia
$3.1M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$4.19M +$3.1M +83,623 +286%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.11M -$18.7M -502,832 -82%
CC
28
Cedar Capital
Illinois
$4.11M +$2.51M +67,598 +157%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$3.57M +$633K +17,050 +22%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.43M +$3.07M +82,826 +861%
Stifel Financial
31
Stifel Financial
Missouri
$3.13M +$1.74M +46,931 +125%
BTS
32
BB&T Securities
Virginia
$3.1M -$2.82M -75,950 -48%
BCM
33
Barometer Capital Management
Ontario, Canada
$3.1M +$3.1M +83,400 New
Jane Street
34
Jane Street
New York
$3.06M +$3.06M +82,362 New
VC
35
Vicus Capital
Pennsylvania
$2.82M +$321K +8,643 +13%
Ameriprise
36
Ameriprise
Minnesota
$2.38M +$1.39M +37,630 +141%
CI
37
Cavalier Investments
Georgia
$2.2M +$2.2M +59,312 New
PAG
38
Private Advisor Group
New Jersey
$1.84M +$1.34M +35,992 +263%
LPT
39
Legacy Private Trust
Wisconsin
$1.68M +$1.07M +28,767 +173%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.33M +$1.33M +35,889 New
MFS
41
MSI Financial Services
Massachusetts
$1.28M +$327K +8,806 +34%
CAN
42
Cetera Advisor Networks
California
$1.08M +$834K +22,518 +339%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1.01M +$918K +24,752 +977%
HPBT
44
High Point Bank & Trust
North Carolina
$989K -$78.4K -2,111 -7%
AIM
45
Advantage Investment Management
Iowa
$958K +$611K +16,440 +176%
SS
46
Simplicity Solutions
Minnesota
$950K -$174K -4,698 -16%
SPC
47
Sigma Planning Corp
Michigan
$939K +$78K +2,101 +9%
BAAM
48
Baker Avenue Asset Management
California
$814K +$33.1K +893 +4%
OC
49
Oppenheimer & Co
New York
$569K +$569K +15,333 New
PAS
50
Partnervest Advisory Services
California
$529K +$529K +14,250 New
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