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

230 hedge funds and large institutions have $648M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-9
Holders Change %
-3.77%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
54
Reduced
104
Closed
31
Calls
$8.71M
Puts
$7.51M
Net Calls
+$1.21M
Net Calls Change
+$649K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Invesco
2
Invesco
Georgia
$33.6M
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$2.39M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.45M
5
HH
5
Hilltop Holdings
Texas
$1.5M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.51M
2
PIN
2
Prudent Investors Network
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.3M
4
Ameriprise
4
Ameriprise
Minnesota
$18.7M
5
LPL Financial
5
LPL Financial
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$5.37M -$1.84M -55,736 -25%
JC
27
JBF Capital
Colorado
$4.71M – – –
NCM
28
Northside Capital Management
Oregon
$4.52M – – –
AAS
29
Avantax Advisory Services
Texas
$4.49M -$5.48M -166,257 -55%
NA
30
NewEdge Advisors
Louisiana
$4.34M +$286K +8,655 +7%
MPM
31
Meritage Portfolio Management
Kansas
$3.8M -$359K -10,890 -9%
LS
32
Leelyn Smith
Illinois
$3.56M +$29.3K +888 +0.8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.56M +$1.34M +40,903 +60%
DADC
34
D.A. Davidson & Co
Montana
$2.81M -$507K -15,380 -15%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$2.68M – – –
CA
36
Cetera Advisors
Colorado
$2.63M -$94.7K -2,870 -3%
GWM
37
Geneos Wealth Management
Colorado
$2.62M -$209K -6,417 -7%
Stifel Financial
38
Stifel Financial
Missouri
$2.6M -$1.94M -58,805 -43%
SA
39
Shilanski & Associates
Alaska
$2.6M +$199K +6,019 +8%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$2.39M +$1.77M +53,800 +289%
Citadel Advisors
41
Citadel Advisors
Florida
$2.17M +$870K +26,376 +67%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.16M -$642K -19,453 -23%
OC
43
Oppenheimer & Co
New York
$2.07M -$84.7K -2,566 -4%
PI
44
PFS Investments
Georgia
$1.84M -$4.97M -150,646 -73%
HAS
45
HBW Advisory Services
California
$1.81M -$794K -24,062 -31%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.69M +$700K +21,209 +71%
CWA
47
Capital Wealth Alliance
Arizona
$1.57M +$103K +3,131 +7%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.56M -$537K -16,261 -26%
VC
49
Vicus Capital
Pennsylvania
$1.54M -$144K -4,378 -9%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$1.53M -$214K -6,420 -12%
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