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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 %
WEC
76
Winslow Evans & Crocker
Massachusetts
$83.2K +$49.3K +1,327 +145%
Creative Planning
77
Creative Planning
Kansas
$62K +$54.6K +1,477 +739%
NFG
78
Next Financial Group
Texas
$54K – – –
BAM
79
Barrett Asset Management
New York
$37K – – –
PG
80
Patten Group
Tennessee
$35.7K +$35.7K +963 New
CWM
81
Catamount Wealth Management
Connecticut
$19K – – –
DBT
82
Dubuque Bank & Trust
Iowa
$19K – – –
HI
83
Hudock Inc
Pennsylvania
$16K -$9.97K -278 -38%
BC
84
Bartlett & Co
Ohio
$16K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$15K – – –
WAS
86
Winch Advisory Services
Wisconsin
$15K +$145 +4 +1%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$13K -$20.3K -569 -61%
DAS
88
Dynamic Advisor Solutions
Arizona
– -$891K -26,718 Closed
SWP
89
Stratos Wealth Partners
Ohio
– -$338K -10,139 Closed
Northern Trust
90
Northern Trust
Illinois
– -$205K -6,142 Closed
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
– -$127K -3,812 Closed
HFA
92
High Falls Advisors
New York
– -$63K -1,896 Closed
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
– -$38K -1,135 Closed
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
– -$8K -228 Closed
Bessemer Group
95
Bessemer Group
New Jersey
– -$6K -188 Closed
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