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Invesco S&P 500 High Dividend Low Volatility ETF

182 hedge funds and large institutions have $1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 48

11% more funds holding

Funds holding: 164182 (+18)

1.35% less ownership

Funds ownership: 34.17%32.82% (-1.3%)

5% less capital invested

Capital invested by funds: $1.06B → $1B (-$53.9M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.23M

Holders
182
Holders Change
+18
Holders Change %
+10.98%
% of All Funds
4.54%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
80
Reduced
48
Closed
13
Calls
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.47M +$440K +10,954 +5%
AG
27
Advisor Group
Arizona
$8.33M -$1.2M -29,916 -13%
BTS
28
BB&T Securities
Virginia
$8.24M +$2.51M +62,343 +44%
MFS
29
Madrona Financial Services
Washington
$8.19M +$336K +8,364 +4%
JCM
30
Janney Capital Management
Pennsylvania
$7.84M -$4.33M -107,605 -36%
TA
31
TMD & Associates
Arizona
$7.44M +$288K +7,160 +4%
CCP
32
Cardan Capital Partners
Colorado
$6.73M -$133K -3,304 -2%
LPT
33
Legacy Private Trust
Wisconsin
$5.59M +$763K +18,971 +16%
SPL
34
Smart Portfolios LLC
Washington
$5.41M +$61.6K +1,531 +1%
Invesco
35
Invesco
Georgia
$5.26M -$254K -6,310 -5%
WAS
36
WESPAC Advisors SoCal
California
$5.09M -$171K -4,257 -3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$4.74M -$161K -4,005 -3%
CA
38
Cetera Advisors
Colorado
$4.62M +$365K +9,078 +9%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$4.5M +$171K +4,250 +4%
IA
40
IFP Advisors
Florida
$4.24M +$152K +3,786 +4%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.12M -$768K -19,101 -16%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.86M +$30K +745 +0.8%
FFS
43
Founders Financial Securities
Maryland
$3.81M +$508K +12,644 +15%
FHC
44
First Heartland Consultants
Missouri
$3.79M +$22.3K +555 +0.6%
TFA
45
Transamerica Financial Advisors
Florida
$3.78M +$1.99M +49,554 +111%
SS
46
Simplicity Solutions
Minnesota
$3.62M +$497K +12,369 +16%
ICOA
47
Investment Centers of America
North Dakota
$3.55M +$1.27M +31,499 +55%
DADC
48
D.A. Davidson & Co
Montana
$3.43M +$843K +20,964 +33%
PAG
49
Private Advisor Group
New Jersey
$3.17M +$944K +23,474 +42%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$3.04M -$1.03M -25,540 -25%