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

182 hedge funds and large institutions have $1B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+18
Holders Change %
+10.98%
% of All Funds
4.54%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
80
Reduced
48
Closed
13
Calls
–
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$1.23M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13.2M
2
MIAN
Mariner Independent Advisor Network
Kansas
$11.2M
3
Ameriprise
Ameriprise
Minnesota
$29.1M
4
FAAS
First Allied Advisory Services
California
$15.7M
5
SI
SII Investments
Wisconsin
$9.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$122M
2
NCM
Northside Capital Management
Oregon
$32M
3
QI
QS Investors
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$91M
5
Wells Fargo
Wells Fargo
California
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
126
West Oak Capital
California
$281K – – –
CIBC World Market
127
CIBC World Market
Ontario, Canada
$277K +$277K +6,885 New
FA
128
FCG Advisors
New Jersey
$268K +$45.4K +1,129 +20%
ACM
129
Alpha Capital Management
Texas
$265K +$265K +6,594 New
KWM
130
Kingsview Wealth Management
Oregon
$256K -$37.4K -929 -13%
CRC
131
Curi RMB Capital
Illinois
$253K +$253K +6,300 New
AIA
132
Allegis Investment Advisors
Idaho
$244K +$7.46K +185 +3%
AFP
133
Ausdal Financial Partners
Iowa
$242K +$242K +6,020 New
AP
134
Appleton Partners
Massachusetts
$240K +$240K +5,970 New
LFAS
135
Level Four Advisory Services
Texas
$237K – – –
SF
136
Synovus Financial
Georgia
$235K +$235K +5,881 New
HFS
137
HL Financial Services
Kentucky
$234K -$30.7K -763 -12%
SC
138
Scotia Capital
Ontario, Canada
$231K +$231K +5,750 New
PP
139
Patten & Patten
Tennessee
$229K +$30.2K +750 +15%
PCM
140
Parsons Capital Management
Rhode Island
$225K +$225K +5,598 New
FF
141
Friedenthal Financial
New Jersey
$224K -$4.5M -111,749 -95%
CG
142
Colony Group
Massachusetts
$213K -$50.2K -1,250 -19%
NCM
143
Novare Capital Management
North Carolina
$212K – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$198K +$521 +13 +0.3%
PG
145
Patten Group
Tennessee
$159K +$32.6K +805 +26%
AIP
146
Ameritas Investment Partners
Nebraska
$158K – – –
FANJ
147
Financial Architects (New Jersey)
New Jersey
$149K +$3.93K +98 +3%
PFP
148
Pinnacle Financial Partners
Tennessee
$126K +$126K +3,132 New
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K – – –
Creative Planning
150
Creative Planning
Kansas
$101K -$382K -9,493 -79%
4 5
6
7 8