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

88 hedge funds and large institutions have $565M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
2.35%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
26
Increased
35
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$75.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.6M
3
Wells Fargo
3
Wells Fargo
California
$45.4M
4
LPL Financial
4
LPL Financial
California
$63.4M
5
NCM
5
Niemann Capital Management
Nevada
$19.2M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$33.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.11M
3
RJA
3
Raymond James & Associates
Florida
$18.9M
4
BTS
4
BB&T Securities
Virginia
$3.1M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Manchester Capital Management
Vermont
$518K – – –
IAS
52
IMA Advisory Services
Colorado
$513K +$513K +13,820 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$500K +$426K +11,466 +574%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$460K -$622K -16,762 -57%
IA
55
IFP Advisors
Florida
$447K +$247K +5,837 +123%
FAAS
56
First Allied Advisory Services
California
$442K +$442K +11,843 New
OIM
57
Orca Investment Management
Oregon
$433K – – –
BWM
58
Baystate Wealth Management
Massachusetts
$422K +$422K +11,378 New
CCM
59
Canal Capital Management
Virginia
$417K +$417K +11,234 New
LWAC
60
Laurel Wealth Advisors (California)
California
$408K – – –
PTC
61
Private Trust Company
Ohio
$368K +$368K +9,935 New
EFS
62
Essex Financial Services
Connecticut
$324K – – –
Axa
63
Axa
France
$320K -$14.8K -400 -4%
SI
64
SII Investments
Wisconsin
$296K +$18.6K +502 +7%
FHC
65
First Heartland Consultants
Missouri
$288K +$288K +7,750 New
Mariner
66
Mariner
Kansas
$260K – – –
S
67
SignatureFD
Georgia
$246K -$166K -4,468 -40%
MI
68
Montage Investments
Kansas
$227K +$227K +6,107 New
FAM
69
Foothills Asset Management
Arizona
$223K +$223K +5,995 New
CAL
70
Capital Advisors Ltd
Ohio
$222K +$222K +5,983 New
CWM
71
Cornerstone Wealth Management
Missouri
$202K +$202K +5,407 New
AIP
72
Ameritas Investment Partners
Nebraska
$168K +$168K +4,530 New
AWMS
73
Advocacy Wealth Management Services
Georgia
$166K -$33.3K -899 -17%
Citigroup
74
Citigroup
New York
$115K +$19.6K +528 +21%
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K – – –
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