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

230 hedge funds and large institutions have $648M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 104 reducing their positions, and 31 closing their positions.

Holders
230
Holders Change
-9
Holders Change %
-3.77%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
54
Reduced
104
Closed
31
Calls
$8.71M
Puts
$7.51M
Net Calls
+$1.21M
Net Calls Change
+$649K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Invesco
2
Invesco
Georgia
$33.6M
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$2.39M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.45M
5
HH
5
Hilltop Holdings
Texas
$1.5M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.51M
2
PIN
2
Prudent Investors Network
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.3M
4
Ameriprise
4
Ameriprise
Minnesota
$18.7M
5
LPL Financial
5
LPL Financial
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
101
HRT Financial
New York
$485K -$1.7M -51,559 -78%
PTC
102
Private Trust Company
Ohio
$473K +$162K +4,906 +52%
William Blair & Company
103
William Blair & Company
Illinois
$444K +$368K +11,169 +487%
VA
104
Valmark Advisers
Ohio
$440K -$17.7K -537 -4%
LWAC
105
Laurel Wealth Advisors (California)
California
$433K -$14.6K -444 -3%
FPFS
106
First Personal Financial Services
North Carolina
$431K -$42.7K -1,295 -9%
MAFM
107
Mid Atlantic Financial Management
Pennsylvania
$407K -$19.9K -558 -5%
NFG
108
Next Financial Group
Texas
$405K -$669K -20,300 -62%
MA
109
Mutual Advisors
Nebraska
$396K -$5.66M -171,515 -93%
Lazard Asset Management
110
Lazard Asset Management
New York
$391K – – –
Prudential Financial
111
Prudential Financial
New Jersey
$375K +$164K +4,980 +78%
EFS
112
Essex Financial Services
Connecticut
$372K +$148K +4,486 +66%
FAIM
113
Financial Advocates Investment Management
Washington
$365K +$365K +11,039 New
CIC
114
Carnegie Investment Counsel
Ohio
$360K -$5.94K -180 -2%
GIA
115
Gladstone Institutional Advisory
Florida
$359K -$170K -5,167 -32%
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$353K +$6.6K +200 +2%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$347K -$73.1K -2,200 -17%
SS
118
Sunbelt Securities
Texas
$344K +$1.55K +47 +0.5%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$343K -$113K -3,436 -25%
PSF
120
Pacific Sun Financial
California
$342K -$98.4K -2,981 -22%
SWM
121
SeaCrest Wealth Management
New York
$340K -$543K -16,443 -61%
CAM
122
Cozad Asset Management
Illinois
$338K -$70.9K -2,150 -17%
CFGS
123
Concourse Financial Group Securities
Alabama
$331K – – –
SBWM
124
Sunflower Bank Wealth Management
Arizona
$329K -$11.2K -340 -3%
IWM
125
IHT Wealth Management
Illinois
$328K +$37.7K +1,141 +13%
3 4
5
6 7