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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Overview Fund Activity

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$101M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$10.3M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$10.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.5M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.2M
2
SS
2
Simplicity Solutions
Minnesota
$1.61M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
IA
5
IFP Advisors
Florida
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$658K +$658K +17,135 New
CAC
102
Certified Advisory Corp
Florida
$648K +$108K +2,829 +20%
PCM
103
Parsons Capital Management
Rhode Island
$643K +$17.7K +462 +3%
SPIA
104
Steward Partners Investment Advisory
New York
$612K +$37.2K +974 +6%
FIM
105
Freedom Investment Management
Connecticut
$598K -$107K -2,798 -15%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$574K -$68.3K -1,788 -11%
REMPR
107
Roof Eidam Maycock Peralta (REMP)
California
$562K -$1.77M -46,358 -76%
IFA
108
Interactive Financial Advisors
Illinois
$561K -$111K -2,893 -16%
KA
109
Kovack Advisors
Florida
$554K -$16.7K -436 -3%
CAGAS
110
Capital Advisory Group Advisory Services
Minnesota
$549K +$497K +13,073 +965%
CPC
111
Cookson Peirce & Co
Pennsylvania
$524K +$524K +13,725 New
VAM
112
Verity Asset Management
North Carolina
$521K +$521K +13,630 New
HFS
113
HL Financial Services
Kentucky
$507K +$62.7K +1,641 +14%
LWAC
114
Laurel Wealth Advisors (California)
California
$501K – – –
MHS
115
M Holdings Securities
Oregon
$492K +$492K +12,871 New
AIM
116
Astor Investment Management
Illinois
$488K +$178K +4,675 +58%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$474K +$139K +3,634 +41%
CA
118
Clearstead Advisors
Ohio
$417K +$417K +10,925 New
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$410K +$410K +10,727 New
AFC
120
AFT Forsyth & Company
Florida
$398K +$59.6K +1,561 +18%
SIA
121
Strategic Investment Advisors
Michigan
$397K +$397K +10,395 New
GCA
122
Greenwood Capital Associates
South Carolina
$384K -$3.06K -80 -0.8%
Mariner
123
Mariner
Kansas
$377K +$38 +1 +0%
OAM
124
Oppenheimer Asset Management
New York
$364K +$5.47K +143 +2%
PPW
125
Pasadena Private Wealth
California
$360K +$360K +9,412 New
3 4
5
6 7