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

198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$121M
2
Morgan Stanley
2
Morgan Stanley
New York
$77.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.1M
4
UBS Group
4
UBS Group
Switzerland
$28.3M
5
Ameriprise
5
Ameriprise
Minnesota
$37.7M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
SMG
2
Smart Money Group
Texas
$0
3
Wells Fargo
3
Wells Fargo
California
$42.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.97M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$1.83M -$2.11M -50,970 -54%
AIM
52
Advantage Investment Management
Iowa
$1.75M -$49.7K -1,200 -3%
BWM
53
Baystate Wealth Management
Massachusetts
$1.74M -$25.4K -618 -1%
AFNAS
54
American Financial Network Advisory Services
California
$1.71M +$1.71M +41,274 +34,111%
AA
55
Apriem Advisors
California
$1.62M +$1.62M +39,050 New
SWP
56
Stratos Wealth Partners
Ohio
$1.56M -$29.4K -710 -2%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.53M +$37.8K +911 +3%
SWM
58
Sequoia Wealth Management
Illinois
$1.44M -$24K -579 -2%
SPC
59
Sigma Planning Corp
Michigan
$1.42M -$154K -3,710 -10%
TRCT
60
Tower Research Capital (TRC)
New York
$1.38M +$946K +22,841 +219%
IAS
61
IMA Advisory Services
Colorado
$1.33M -$131K -3,154 -9%
FCAG
62
First Capital Advisors Group
New Jersey
$1.28M -$115K -2,778 -8%
CAL
63
Capital Advisors Ltd
Ohio
$1.25M -$6.21K -150 -0.5%
BAM
64
Belpointe Asset Management
Nevada
$1.25M +$1.25M +30,148 New
ACP
65
Arcus Capital Partners
Georgia
$1.23M -$21.2K -512 -2%
SWM
66
SeaCrest Wealth Management
New York
$1.2M -$118K -2,855 -9%
N
67
Natixis
France
$1.17M +$10.8K +262 +0.9%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.08M +$1.08M +26,256 New
PP
69
PDS Planning
Ohio
$1.06M -$80.9K -1,954 -7%
PP
70
Patten & Patten
Tennessee
$1.05M +$133K +3,200 +14%
LA
71
LexAurum Advisors
Kansas
$1.04M +$1.04M +25,128 New
PWS
72
Paragon Wealth Strategies
Florida
$1M +$4.93K +119 +0.5%
BFPW
73
BOK Financial Private Wealth
Colorado
$990K – – –
SFG
74
StrategIQ Financial Group
Indiana
$975K +$1.24K +30 +0.1%
VA
75
Valmark Advisers
Ohio
$968K -$49.8K -1,201 -5%
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3
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