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

178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
12
Increased
69
Reduced
70
Closed
15
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$1.03M

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$2.31M
2
TSS
2
Two Sigma Securities
New York
$2.25M
3
NCM
3
Northside Capital Management
Oregon
$34.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.64M
5
HI
5
Horizon Investments
North Carolina
$16.2M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$20.7M
2
UBS Group
2
UBS Group
Switzerland
$37.9M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$627K
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Wells Fargo
5
Wells Fargo
California
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$2.8M -$473K -11,480 -14%
VC
52
Vicus Capital
Pennsylvania
$2.51M +$633K +15,436 +34%
SWA
53
SFMG Wealth Advisors
Texas
$2.34M – – –
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$2.31M +56,376 New
TSS
55
Two Sigma Securities
New York
$2.25M +$2.25M +54,868 New
SPC
56
Sigma Planning Corp
Michigan
$2.2M -$141K -3,436 -6%
Victory Capital Management
57
Victory Capital Management
Texas
$2.14M – – –
Goldman Sachs
58
Goldman Sachs
New York
$2.07M +$10.9K +266 +0.5%
CC
59
Cedar Capital
Illinois
$2.02M +$1.97K +48 +0.1%
FPCM
60
Financial Partners Capital Management
New York
$2.01M -$167K -4,080 -8%
BWM
61
Baystate Wealth Management
Massachusetts
$1.99M +$74.7K +1,813 +4%
SWP
62
Stratos Wealth Partners
Ohio
$1.99M +$223K +5,447 +13%
CAL
63
Capital Advisors Ltd
Ohio
$1.86M +$25.4K +620 +1%
PFS
64
Prospera Financial Services
Texas
$1.85M -$79.6K -1,933 -4%
PAS
65
Partnervest Advisory Services
California
$1.82M -$547K -13,326 -23%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M +$327K +7,967 +22%
AI
67
Atria Investments
North Carolina
$1.7M +$21.6K +526 +1%
IAS
68
IMA Advisory Services
Colorado
$1.7M +$847K +20,649 +100%
SFG
69
StrategIQ Financial Group
Indiana
$1.61M -$173K -4,217 -10%
OC
70
Oppenheimer & Co
New York
$1.56M -$119K -2,902 -7%
DAS
71
Dynamic Advisor Solutions
Arizona
$1.52M +$451K +10,989 +42%
IH
72
IFC Holdings
Florida
$1.42M -$88K -2,151 -6%
GFPC
73
Global Financial Private Capital
Florida
$1.42M +$568K +13,850 +67%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$1.39M +$186K +4,540 +15%
CFD
75
Creative Financial Designs
Indiana
$1.37M +$111K +2,702 +9%
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3
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