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

240 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
46
Increased
104
Reduced
56
Closed
23
Calls
$7.74M
Puts
–
Net Calls
+$7.74M
Net Calls Change
-$3.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$13.8M
4
Wells Fargo
4
Wells Fargo
California
$57.9M
5
Ameriprise
5
Ameriprise
Minnesota
$54.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$25M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
VF
3
Virtu Financial
New York
$0
4
CCM
4
CWH Capital Management
Washington
$8.56M
5
AFNAS
5
American Financial Network Advisory Services
California
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
CWH Capital Management
Washington
$8.56M -$1.56M -36,825 -15%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$8.49M -$216K -5,086 -2%
CWG
28
Cornerstone Wealth Group
North Carolina
$8.41M +$8.41M +198,000 New
MFS
29
Madrona Financial Services
Washington
$8.36M -$114K -2,674 -1%
QI
30
QS Investors
New York
$8.01M -$631K -14,865 -7%
SI
31
Stephens Inc
Arkansas
$6.66M +$13.2K +312 +0.2%
Stifel Financial
32
Stifel Financial
Missouri
$6.01M +$1.54M +36,415 +35%
NCM
33
Northside Capital Management
Oregon
$5.81M – – –
DADC
34
D.A. Davidson & Co
Montana
$5.68M +$771K +19,202 +16%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$5.14M +$161K +3,800 +3%
FAAS
36
First Allied Advisory Services
California
$5.05M +$2.82M +66,370 +126%
PAG
37
Private Advisor Group
New Jersey
$5.02M +$5.02M +118,228 New
CWM
38
Cornerstone Wealth Management
Missouri
$4.86M +$1.06M +26,151 +28%
MSAM
39
Moloney Securities Asset Management
Missouri
$4.5M -$173K -4,079 -4%
CS
40
Credit Suisse
Switzerland
$4.37M +$1.74M +40,880 +66%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$4.27M -$911K -21,455 -18%
CA
42
Cetera Advisors
Colorado
$3.74M +$81.4K +1,920 +2%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$3.61M +$238K +5,594 +7%
GFPC
44
Global Financial Private Capital
Florida
$3.49M +$227K +5,343 +7%
Goldman Sachs
45
Goldman Sachs
New York
$3.43M +$1.69M +39,698 +97%
NA
46
NewEdge Advisors
Louisiana
$3.23M +$228K +5,368 +8%
Jane Street
47
Jane Street
New York
$3.1M +$3.1M +72,887 New
VC
48
Vicus Capital
Pennsylvania
$3.07M +$971K +22,869 +46%
BB
49
Bell Bank
North Dakota
$2.96M +$991K +23,343 +50%
SS
50
Simplicity Solutions
Minnesota
$2.81M +$1.02M +24,004 +57%
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