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

164 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
37
Increased
76
Reduced
37
Closed
18
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$174M
2
QI
QS Investors
New York
$17.6M
3
Wells Fargo
Wells Fargo
California
$68.1M
4
AWE
Avidian Wealth Enterprises
Texas
$35.7M
5
NCM
Northside Capital Management
Oregon
$54.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
Morgan Stanley
Morgan Stanley
New York
$106M
3
MIAN
Mariner Independent Advisor Network
Kansas
$0
4
UBS Group
UBS Group
Switzerland
$53.1M
5
FAAS
First Allied Advisory Services
California
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
$2.39M +$471K +11,715 +25%
SPC
52
Sigma Planning Corp
Michigan
$2.32M +$189K +4,678 +9%
SWA
53
SFMG Wealth Advisors
Texas
$2.32M +$462K +11,417 +25%
ICOA
54
Investment Centers of America
North Dakota
$2.3M +$1.35M +33,291 +141%
PAG
55
Private Advisor Group
New Jersey
$2.26M -$1.42M -35,106 -39%
FPCM
56
Financial Partners Capital Management
New York
$2.18M -$2.5M -61,654 -53%
HFM
57
Harvest Fund Management
China
$2.18M +$2.18M +53,821 New
Victory Capital Management
58
Victory Capital Management
Texas
$2.11M – – –
PAS
59
Partnervest Advisory Services
California
$2.08M +$596K +14,708 +40%
CAL
60
Capital Advisors Ltd
Ohio
$1.92M +$62.5K +1,543 +3%
IH
61
IFC Holdings
Florida
$1.87M -$9.48K -234 -0.5%
CC
62
Cedar Capital
Illinois
$1.85M -$16.7K -412 -0.9%
TFA
63
Transamerica Financial Advisors
Florida
$1.8M +$1.8M +44,500 New
BWM
64
Baystate Wealth Management
Massachusetts
$1.8M +$340K +8,389 +23%
PVH
65
Psagot Value Holdings
Israel
$1.8M +$1.8M +44,375 New
SFG
66
StrategIQ Financial Group
Indiana
$1.76M -$17.2K -425 -1%
OC
67
Oppenheimer & Co
New York
$1.72M +$205K +5,068 +14%
AW
68
ACG Wealth
Georgia
$1.63M +$943K +23,272 +136%
WEC
69
Winslow Evans & Crocker
Massachusetts
$1.47M +$109K +2,684 +8%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$2.23M -55,085 -61%
SI
71
SII Investments
Wisconsin
$1.27M -$4.99M -123,106 -80%
AI
72
Atria Investments
North Carolina
$1.25M +$1.02M +25,286 +452%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.24M -$542K -13,373 -30%
BAAM
74
Baker Avenue Asset Management
California
$1.21M -$96.4K -2,378 -7%
SWP
75
Stratos Wealth Partners
Ohio
$1.18M +$1.18M +29,071 New
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