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

70 hedge funds and large institutions have $315M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$20.5M
2
LPL Financial
2
LPL Financial
California
$29.4M
3
UBS Group
3
UBS Group
Switzerland
$18.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$20M
5
Bank of America
5
Bank of America
North Carolina
$15.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.9M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$0
4
Invesco
4
Invesco
Georgia
$6.34M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K – – –
Citigroup
52
Citigroup
New York
$86K +$13.6K +406 +19%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$85K +$29.4K +877 +53%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$67K +$46.9K +1,399 +233%
HFA
55
High Falls Advisors
New York
$63K +$63K +1,896 New
NFG
56
Next Financial Group
Texas
$48K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$38K -$1.61K -48 -4%
BAM
58
Barrett Asset Management
New York
$33K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$31K +$27.2K +818 +711%
WEC
60
Winslow Evans & Crocker
Massachusetts
$30.4K – – –
HI
61
Hudock Inc
Pennsylvania
$24K – – –
CWM
62
Catamount Wealth Management
Connecticut
$17K – – –
DBT
63
Dubuque Bank & Trust
Iowa
$17K – – –
BC
64
Bartlett & Co
Ohio
$14K – – –
WAS
65
Winch Advisory Services
Wisconsin
$14K +$14K +410 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$8K +$8K +228 New
Creative Planning
68
Creative Planning
Kansas
$7K -$59.5K -1,700 -89%
Bessemer Group
69
Bessemer Group
New Jersey
$6K +$6K +188 New
Jane Street
70
Jane Street
New York
– -$3.76M -119,602 Closed
SFWA
71
Summit Financial Wealth Advisors
Louisiana
– -$1.76M -56,070 Closed
VKH
72
Virtu KCG Holdings
New York
– -$433K -13,756 Closed
CFA
73
Carroll Financial Associates
North Carolina
– -$1K -31 Closed
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