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

164 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
37
Increased
76
Reduced
37
Closed
18
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$174M
2
QI
QS Investors
New York
$17.6M
3
Wells Fargo
Wells Fargo
California
$68.1M
4
AWE
Avidian Wealth Enterprises
Texas
$35.7M
5
NCM
Northside Capital Management
Oregon
$54.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
Morgan Stanley
Morgan Stanley
New York
$106M
3
MIAN
Mariner Independent Advisor Network
Kansas
$0
4
UBS Group
UBS Group
Switzerland
$53.1M
5
FAAS
First Allied Advisory Services
California
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Madrona Financial Services
Washington
$7.91M +$4.81M +118,844 +156%
TA
27
TMD & Associates
Arizona
$7.2M +$2.3M +56,745 +47%
CCP
28
Cardan Capital Partners
Colorado
$6.91M +$6.66M +164,508 +2,736%
CFP
29
Cornerstone Financial Partners
North Carolina
$6.53M +$12.9K +318 +0.2%
BTS
30
BB&T Securities
Virginia
$5.77M -$3.02M -74,538 -34%
Invesco
31
Invesco
Georgia
$5.55M +$257K +6,350 +5%
SPL
32
Smart Portfolios LLC
Washington
$5.39M -$342K -8,445 -6%
WAS
33
WESPAC Advisors SoCal
California
$5.3M -$193K -4,761 -4%
FAAS
34
First Allied Advisory Services
California
$5.24M -$7.32M -180,341 -58%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$4.93M -$3.1M -76,637 -39%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.93M -$1.56M -38,573 -24%
LPT
37
Legacy Private Trust
Wisconsin
$4.86M +$31.4K +774 +0.6%
FF
38
Friedenthal Financial
New Jersey
$4.75M -$437K -10,783 -8%
Goldman Sachs
39
Goldman Sachs
New York
$4.64M +$2.61M +64,424 +128%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$4.36M +$130K +3,200 +3%
CA
41
Cetera Advisors
Colorado
$4.28M +$977K +24,131 +30%
IA
42
IFP Advisors
Florida
$4.12M +$497K +12,271 +14%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$4.09M +$593K +14,640 +17%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.86M +$1.7M +41,908 +78%
FHC
45
First Heartland Consultants
Missouri
$3.8M +$1.22M +30,172 +47%
FFS
46
Founders Financial Securities
Maryland
$3.33M +$201K +4,972 +6%
SS
47
Simplicity Solutions
Minnesota
$3.15M +$975K +24,057 +45%
CAN
48
Cetera Advisor Networks
California
$2.9M +$510K +12,589 +21%
DADC
49
D.A. Davidson & Co
Montana
$2.61M +$1.29M +31,744 +97%
MSAM
50
Moloney Securities Asset Management
Missouri
$2.49M +$259K +6,392 +12%
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