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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 $1.17B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
5.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
26
Increased
101
Reduced
73
Closed
22
Calls
$358K
Puts
$421K
Net Calls
-$63K
Net Calls Change
-$7.8M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$25.4M
2
WP
2
WealthPLAN Partners
Nebraska
$25.9M
3
Invesco
3
Invesco
Georgia
$21.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.1M
5
MPM
5
Meritage Portfolio Management
Kansas
$9.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
Wells Fargo
2
Wells Fargo
California
$51.7M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$3.69M
4
MFS
4
Madrona Financial Services
Washington
$3.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$10.5M +$25.7K +610 +0.2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$9.83M -$3.33M -78,991 -25%
MPM
28
Meritage Portfolio Management
Kansas
$9.6M +$9.6M +227,953 New
SI
29
Stephens Inc
Arkansas
$8.53M +$1.93M +45,757 +29%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$8.34M -$80.2K -1,904 -1%
CCM
31
CWH Capital Management
Washington
$7.7M -$791K -18,775 -9%
QI
32
QS Investors
New York
$7.58M -$362K -8,586 -5%
Stifel Financial
33
Stifel Financial
Missouri
$6.97M +$1.01M +24,002 +17%
DADC
34
D.A. Davidson & Co
Montana
$6.41M +$456K +10,837 +8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$5.81M +$1.57M +37,327 +37%
NCM
36
Northside Capital Management
Oregon
$5.77M – – –
PAG
37
Private Advisor Group
New Jersey
$5.73M +$747K +17,733 +15%
CWM
38
Cornerstone Wealth Management
Missouri
$5.33M +$309K +7,330 +6%
SS
39
Simplicity Solutions
Minnesota
$4.97M +$2.18M +51,850 +78%
MSAM
40
Moloney Securities Asset Management
Missouri
$4.82M +$359K +8,518 +8%
CS
41
Credit Suisse
Switzerland
$4.33M – – –
FAAS
42
First Allied Advisory Services
California
$4.24M -$766K -18,182 -15%
NA
43
NewEdge Advisors
Louisiana
$4.22M +$1.02M +24,246 +32%
MFS
44
Madrona Financial Services
Washington
$3.91M -$4.38M -104,123 -53%
GFPC
45
Global Financial Private Capital
Florida
$3.9M +$441K +10,464 +13%
CA
46
Cetera Advisors
Colorado
$3.83M +$124K +2,942 +3%
CWG
47
Cornerstone Wealth Group
North Carolina
$3.69M -$4.65M -110,440 -56%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.67M +$93K +2,208 +3%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$3.55M -$1.55M -36,700 -30%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$3.23M +$1.56M +37,100 +94%
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