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

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M

Top Buyers

1
QI
1
QS Investors
New York
$24.8M
2
Wells Fargo
2
Wells Fargo
California
$51.3M
3
RJA
3
Raymond James & Associates
Florida
$34.8M
4
RW
4
RVW Wealth
California
$10.4M
5
PIN
5
Prudent Investors Network
California
$10.1M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.52M
4
WP
4
WealthPLAN Partners
Nebraska
$1.09M
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$1.04M 34,533 -35,625 -51%
9WM
77
9258 Wealth Management
Ohio
$1.01M 31,208 -1,203 -4%
EWM
78
EPG Wealth Management
Georgia
$980K 32,661 +32,661 New
CG
79
Cutler Group
California
$972K 32,400 +30,100 +1,309%
MIAN
80
Mariner Independent Advisor Network
Kansas
$940K 32,909 -893 -3%
WI
81
WBI Investments
New Jersey
$937K 31,231 +10,822 +53%
CAL
82
Capital Advisors Ltd
Ohio
$914K 30,474 -25 -0.1%
CIAS
83
Capital Investment Advisory Services
North Carolina
$913K 30,413 +2,876 +10%
SWM
84
SeaCrest Wealth Management
New York
$872K 29,067 -201 -0.7%
BAM
85
Belpointe Asset Management
Nevada
$863K 28,761 +1,711 +6%
SWP
86
Stratos Wealth Partners
Ohio
$855K 28,488 -4,010 -12%
SPC
87
Sigma Planning Corp
Michigan
$829K 27,609 -12,233 -31%
MFG
88
Magnus Financial Group
New York
$804K 26,800 +26,800 New
PP
89
Patten & Patten
Tennessee
$803K 26,760 – –
PFS
90
Prospera Financial Services
Texas
$753K 25,092 -487 -2%
Goldman Sachs
91
Goldman Sachs
New York
$721K 24,014 -33,490 -58%
CAC
92
Certified Advisory Corp
Florida
$719K 23,972 -20,382 -46%
AW
93
ACG Wealth
Georgia
$700K 23,309 +1,094 +5%
PP
94
PDS Planning
Ohio
$681K 22,679 +1,324 +6%
JSL
95
JT Stratford LLC
Georgia
$672K 22,389 -954 -4%
ICM
96
IMS Capital Management
Oregon
$649K 21,639 -317 -1%
IRC
97
Investors Research Corp
Georgia
$647K 21,543 +13,611 +172%
HCP
98
Holt Capital Partners
Texas
$645K 21,500 – –
SDAM
99
Shulman DeMeo Asset Management
New York
$631K 21,035 -3,264 -13%
IWC
100
Integrated Wealth Concepts
Massachusetts
$626K 20,849 +133 +0.6%
2 3
4
5 6