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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 %
PWS
76
Paragon Wealth Strategies
Florida
$1.16M +$14.8K +366 +1%
N
77
Natixis
France
$1.13M +$1.13M +27,879 New
CFD
78
Creative Financial Designs
Indiana
$1.06M +$885K +21,853 +512%
DAS
79
Dynamic Advisor Solutions
Arizona
$1.06M +$1.06M +26,096 New
BFPW
80
BOK Financial Private Wealth
Colorado
$1.04M -$19.9K -490 -2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.03M +$798K +19,704 +345%
HCP
82
Holt Capital Partners
Texas
$1.02M +$126K +3,100 +14%
PTC
83
Private Trust Company
Ohio
$985K +$27.9K +689 +3%
WCG
84
Wall Capital Group
Arizona
$923K +$923K +22,782 New
REMPR
85
Roof Eidam Maycock Peralta (REMP)
California
$894K +$894K +22,060 New
SG Americas Securities
86
SG Americas Securities
New York
$882K +$242K +5,987 +38%
IAS
87
IMA Advisory Services
Colorado
$861K +$78.2K +1,930 +10%
FFA
88
First Foundation Advisors
California
$810K +$810K +20,000 New
OAM
89
Oppenheimer Asset Management
New York
$804K +$804K +19,856 New
Axa
90
Axa
France
$773K +$492K +12,130 +175%
NWP
91
Northstar Wealth Partners
Connecticut
$744K +$744K +18,431 New
PFS
92
Prospera Financial Services
Texas
$736K +$27.9K +689 +4%
AIM
93
Advantage Investment Management
Iowa
$735K +$1.54K +38 +0.2%
FIM
94
Freedom Investment Management
Connecticut
$717K +$229K +5,644 +47%
MI
95
Moneywise Inc
Virginia
$699K -$90.5K -2,236 -11%
EFS
96
Essex Financial Services
Connecticut
$691K -$4.05K -100 -0.6%
SPIA
97
Steward Partners Investment Advisory
New York
$690K +$690K +17,040 New
IFA
98
Interactive Financial Advisors
Illinois
$628K +$51.1K +1,263 +9%
VC
99
Vicus Capital
Pennsylvania
$598K +$303K +7,487 +103%
MC
100
Matisse Capital
Oregon
$594K +$594K +14,667 New
2 3
4
5 6