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Invesco S&P 500 High Dividend Low Volatility ETF

178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.52% less ownership

Funds ownership: 32.82%32.31% (-0.52%)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

5% less capital invested

Capital invested by funds: $1B → $955M (-$47.9M)

2% less funds holding

Funds holding: 182178 (-4)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
12
Increased
69
Reduced
70
Closed
15
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$8.11M -$382K -9,464 -5%
JCM
27
Janney Capital Management
Pennsylvania
$7.77M -$214K -5,305 -3%
TA
28
TMD & Associates
Arizona
$7.7M +$114K +2,820 +2%
FCAG
29
First Capital Advisors Group
New Jersey
$7.69M -$1.15M -28,467 -13%
CCP
30
Cardan Capital Partners
Colorado
$6.75M -$102K -2,532 -2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$6.63M +$1.78M +44,112 +37%
SPL
32
Smart Portfolios LLC
Washington
$6.23M +$705K +17,460 +13%
LPT
33
Legacy Private Trust
Wisconsin
$5.69M -$6.74K -167 -0.1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$5.57M -$3.02M -74,695 -35%
Invesco
35
Invesco
Georgia
$5.36M -$3.47K -86 -0.1%
TFA
36
Transamerica Financial Advisors
Florida
$5.09M +$1.21M +29,994 +32%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$5.06M +$468K +11,600 +10%
WAS
38
WESPAC Advisors SoCal
California
$5.02M -$168K -4,148 -3%
CA
39
Cetera Advisors
Colorado
$5M +$294K +7,292 +6%
FFS
40
Founders Financial Securities
Maryland
$4.17M +$275K +6,799 +7%
IA
41
IFP Advisors
Florida
$4.13M -$192K -4,761 -5%
SS
42
Simplicity Solutions
Minnesota
$4.03M +$333K +8,258 +9%
DADC
43
D.A. Davidson & Co
Montana
$3.93M +$420K +10,405 +12%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.88M -$310K -7,668 -7%
FHC
45
First Heartland Consultants
Missouri
$3.83M -$35.6K -881 -0.9%
CWM
46
Cornerstone Wealth Management
Missouri
$3.81M +$670K +16,597 +22%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.78M -$156K -3,867 -4%
MSAM
48
Moloney Securities Asset Management
Missouri
$2.98M +$13.5K +335 +0.5%
CAN
49
Cetera Advisor Networks
California
$2.93M -$9.01K -223 -0.3%
ICOA
50
Investment Centers of America
North Dakota
$2.89M -$720K -17,822 -20%