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

240 hedge funds and large institutions have $1.1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
46
Increased
104
Reduced
56
Closed
23
Calls
$7.74M
Puts
–
Net Calls
+$7.74M
Net Calls Change
-$3.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
Morgan Stanley
2
Morgan Stanley
New York
$110M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$13.8M
4
Wells Fargo
4
Wells Fargo
California
$57.9M
5
Ameriprise
5
Ameriprise
Minnesota
$54.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$25M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
VF
3
Virtu Financial
New York
$0
4
CCM
4
CWH Capital Management
Washington
$8.56M
5
AFNAS
5
American Financial Network Advisory Services
California
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$2.54M +$2.54M +59,693 New
PAS
52
Partnervest Advisory Services
California
$2.53M +$588K +13,857 +30%
SWA
53
SFMG Wealth Advisors
Texas
$2.5M +$445K +10,480 +22%
CAN
54
Cetera Advisor Networks
California
$2.44M +$236K +5,557 +11%
SPC
55
Sigma Planning Corp
Michigan
$2.22M +$496K +11,685 +29%
LPT
56
Legacy Private Trust
Wisconsin
$2.17M -$6.88K -162 -0.3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$2.15M +$1.33M +31,415 +164%
GWM
58
Geneos Wealth Management
Colorado
$2.09M -$54.2K -1,276 -3%
EWA
59
Evolution Wealth Advisors
Florida
$1.97M +$121K +2,847 +7%
BWM
60
Baystate Wealth Management
Massachusetts
$1.81M -$11.1K -260 -0.6%
SWP
61
Stratos Wealth Partners
Ohio
$1.81M +$321K +7,570 +22%
FHC
62
First Heartland Consultants
Missouri
$1.75M +$1.48M +34,923 +561%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$1.68M +$1.68M +39,600 New
HighTower Advisors
64
HighTower Advisors
Illinois
$1.66M +$445K +10,498 +37%
HR
65
Howe & Rusling
New York
$1.58M +$246K +5,785 +18%
N
66
Natixis
France
$1.57M +$378K +8,909 +32%
VWA
67
V Wealth Advisors
Kansas
$1.48M +$1.48M +34,786 New
9WM
68
9258 Wealth Management
Ohio
$1.46M +$309K +7,278 +27%
SWM
69
Sequoia Wealth Management
Illinois
$1.35M -$135K -3,180 -9%
SB
70
Suntrust Banks
Georgia
$1.34M +$154K +3,654 +13%
Citadel Advisors
71
Citadel Advisors
Florida
$1.33M -$1.37M -32,268 -51%
KFA
72
Kays Financial Advisory
Georgia
$1.3M +$407K +9,586 +45%
PFS
73
Prospera Financial Services
Texas
$1.28M +$280K +6,493 +28%
FTS
74
Fifth Third Securities
Ohio
$1.27M +$1.27M +29,950 New
ACP
75
Arcus Capital Partners
Georgia
$1.25M +$13K +306 +1%
1 2
3
4 5