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

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$101M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$10.3M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$10.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.5M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.2M
2
SS
2
Simplicity Solutions
Minnesota
$1.61M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
IA
5
IFP Advisors
Florida
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Madrona Financial Services
Washington
$7.63M +$129K +3,379 +2%
SI
27
Stephens Inc
Arkansas
$5.98M +$4.29M +112,426 +255%
Invesco
28
Invesco
Georgia
$5.25M +$1.18M +30,792 +29%
NCM
29
Northside Capital Management
Oregon
$5.23M -$19.1K -500 -0.4%
AG
30
Advisor Group
Arizona
$4.98M -$344K -9,010 -6%
DADC
31
D.A. Davidson & Co
Montana
$4.67M -$1.29M -33,691 -22%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$4.67M +$2.63M +68,732 +129%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$4.48M +$13.4K +350 +0.3%
MSAM
34
Moloney Securities Asset Management
Missouri
$4.21M -$411K -10,770 -9%
Stifel Financial
35
Stifel Financial
Missouri
$4.03M -$1.9M -49,738 -32%
CWM
36
Cornerstone Wealth Management
Missouri
$3.56M +$3.56M +93,100 New
CA
37
Cetera Advisors
Colorado
$3.3M -$213K -5,570 -6%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$3.04M +$98.4K +2,576 +3%
GFPC
39
Global Financial Private Capital
Florida
$2.94M -$572K -14,964 -16%
Citadel Advisors
40
Citadel Advisors
Florida
$2.43M +$1.75M +45,846 +259%
CS
41
Credit Suisse
Switzerland
$2.37M – – –
PPA
42
Parametric Portfolio Associates
Washington
$2.06M +$2.06M +54,033 New
FAAS
43
First Allied Advisory Services
California
$2.01M +$158K +4,133 +9%
CAN
44
Cetera Advisor Networks
California
$1.99M +$55.7K +1,453 +3%
LPT
45
Legacy Private Trust
Wisconsin
$1.95M -$891K -23,330 -31%
GWM
46
Geneos Wealth Management
Colorado
$1.92M +$145K +3,809 +8%
VC
47
Vicus Capital
Pennsylvania
$1.89M -$508K -13,302 -21%
SWA
48
SFMG Wealth Advisors
Texas
$1.85M -$233K -6,094 -11%
BB
49
Bell Bank
North Dakota
$1.77M +$1.08M +28,288 +156%
PAS
50
Partnervest Advisory Services
California
$1.75M +$13.6K +355 +0.8%
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