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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 %
Citigroup
101
Citigroup
New York
$556K +$242K +5,979 +77%
LWAC
102
Laurel Wealth Advisors (California)
California
$531K – – –
WI
103
WBI Investments
New Jersey
$524K +$524K +12,932 New
LNC
104
Lincoln National Corp
Pennsylvania
$497K +$179K +4,421 +56%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$495K +$41 +1 +0%
Creative Planning
106
Creative Planning
Kansas
$486K +$438K +10,826 +919%
RIA
107
Regal Investment Advisors
Michigan
$464K +$208K +5,147 +82%
CIAS
108
Capital Investment Advisory Services
North Carolina
$445K +$445K +10,983 New
WA
109
WealthTrust-Arizona
Arizona
$425K +$117K +2,893 +38%
WS
110
Wedbush Securities
California
$420K +$135K +3,321 +47%
MC
111
Moors & Cabot
Massachusetts
$386K +$386K +9,538 New
Millennium Management
112
Millennium Management
New York
$383K +$383K +9,464 New
AFS
113
Access Financial Services
Minnesota
$378K +$378K +9,322 New
ICM
114
IMS Capital Management
Oregon
$374K +$374K +9,228 New
US Bancorp
115
US Bancorp
Minnesota
$359K +$302K +7,463 +530%
Wolverine Trading
116
Wolverine Trading
Illinois
$332K -$315K -7,751 -49%
MHS
117
M Holdings Securities
Oregon
$299K +$2.71K +67 +0.9%
KWM
118
Kingsview Wealth Management
Oregon
$296K +$296K +7,295 New
OIA
119
Optimum Investment Advisors
Illinois
$287K +$287K +7,083 New
Mariner
120
Mariner
Kansas
$284K -$52.7K -1,300 -16%
WOC
121
West Oak Capital
California
$283K +$12.2K +300 +4%
BWP
122
BSW Wealth Partners
Colorado
$267K +$267K +6,600 New
CG
123
Colony Group
Massachusetts
$266K – – –
HFS
124
HL Financial Services
Kentucky
$266K +$42.8K +1,057 +19%
AIA
125
Allegis Investment Advisors
Idaho
$238K +$238K +5,870 New
3 4
5
6 7