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

124 hedge funds and large institutions have $878M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+36
Holders Change %
+40.91%
% of All Funds
3.31%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
42
Increased
52
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$142M
2
UBS Group
2
UBS Group
Switzerland
$61.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$111M
4
NCM
4
Northside Capital Management
Oregon
$25.9M
5
RDM
5
Retirement Design & Management
Connecticut
$23.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$45.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
CCP
3
Cardan Capital Partners
Colorado
$311K
4
NCM
4
Niemann Capital Management
Nevada
$14.2M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Horizon Investments
North Carolina
$6.76M +$6.76M +176,779 New
CFP
27
Cornerstone Financial Partners
North Carolina
$6.33M +$231K +6,041 +4%
FAAS
28
First Allied Advisory Services
California
$5.93M +$5.48M +143,452 +1,211%
Invesco
29
Invesco
Georgia
$5.67M -$837K -21,889 -13%
SPL
30
Smart Portfolios LLC
Washington
$5.61M -$660K -17,267 -11%
MFS
31
MSI Financial Services
Massachusetts
$5.41M +$4.1M +107,134 +312%
WAS
32
WESPAC Advisors SoCal
California
$5.24M +$18.3K +478 +0.4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.99M +$1.45M +37,876 +41%
Ameriprise
34
Ameriprise
Minnesota
$4.86M +$2.41M +63,417 +99%
Jane Street
35
Jane Street
New York
$4.46M +$1.31M +34,341 +42%
Stifel Financial
36
Stifel Financial
Missouri
$4.44M +$1.21M +31,586 +37%
TA
37
TMD & Associates
Arizona
$4.39M +$4.39M +114,760 New
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$4.37M +$4.37M +114,190 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$3.95M +$270K +7,050 +7%
CC
40
Cedar Capital
Illinois
$3.92M -$312K -8,169 -7%
LPT
41
Legacy Private Trust
Wisconsin
$3.39M +$1.66M +43,284 +95%
VC
42
Vicus Capital
Pennsylvania
$3.13M +$232K +6,065 +8%
MFS
43
Madrona Financial Services
Washington
$2.9M +$2.9M +75,857 New
BCM
44
Barometer Capital Management
Ontario, Canada
$2.89M -$302K -7,900 -9%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2.59M +$1.22M +31,797 +89%
FFS
46
Founders Financial Securities
Maryland
$2.39M +$2.39M +62,367 New
IA
47
IFP Advisors
Florida
$2.29M +$1.88M +49,164 +465%
LMIM
48
Lockheed Martin Investment Management
Maryland
$2.28M -$4.26M -111,296 -65%
CI
49
Cavalier Investments
Georgia
$2.27M – – –
SFG
50
StrategIQ Financial Group
Indiana
$2.23M +$2.23M +58,299 New
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