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Invesco S&P 500 High Dividend Low Volatility ETF

209 hedge funds and large institutions have $904M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
4.8%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
32
Increased
56
Reduced
85
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$415K +$2.09K +53 +0.5%
US Bancorp
127
US Bancorp
Minnesota
$408K
SG
128
StoneX Group
New York
$401K -$6.87K -174 -2%
HFS
129
HL Financial Services
Kentucky
$400K +$193K +4,901 +93%
PSF
130
Pacific Sun Financial
California
$395K +$395K +10,021 New
MC
131
Moors & Cabot
Massachusetts
$394K +$15.6K +395 +4%
AIM
132
Astor Investment Management
Illinois
$389K -$23.6K -598 -6%
MHS
133
M Holdings Securities
Oregon
$382K +$118 +3 +0%
XS
134
XR Securities
Illinois
$377K +$377K +9,570 New
JCM
135
Jacobi Capital Management
Pennsylvania
$374K -$63.2K -1,631 -14%
Mariner
136
Mariner
Kansas
$355K
Creative Planning
137
Creative Planning
Kansas
$350K +$350K +8,872 New
AFC
138
AFT Forsyth & Company
Florida
$349K -$47.3K -1,199 -12%
CRWM
139
Castle Rock Wealth Management
California
$343K +$119K +3,009 +53%
SS
140
Sunbelt Securities
Texas
$337K -$5.01K -127 -1%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$317K +$24K +610 +8%
WTB
142
Washington Trust Bank
Washington
$317K +$36.8K +933 +13%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$307K +$286K +7,247 +1,337%
WEC
144
Winslow Evans & Crocker
Massachusetts
$286K -$61.3K -1,556 -18%
WA
145
WealthTrust-Arizona
Arizona
$273K +$512 +13 +0.2%
FHC
146
First Heartland Consultants
Missouri
$269K -$3.19M -80,940 -92%
BFC
147
Bedel Financial Consulting
Indiana
$248K
NA
148
NewEdge Advisors
Louisiana
$240K +$240K +6,193 New
WS
149
Wedbush Securities
California
$235K -$267K -6,766 -53%
NCM
150
Novare Capital Management
North Carolina
$232K +$19.8K +502 +9%