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

198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
2
Morgan Stanley
Morgan Stanley
New York
$77.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.1M
4
UBS Group
UBS Group
Switzerland
$28.3M
5
Ameriprise
Ameriprise
Minnesota
$37.7M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$0
2
SMG
Smart Money Group
Texas
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
MML Investors Services
MML Investors Services
Massachusetts
$7.97M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
126
Santori & Peters Inc
Pennsylvania
$288K +$288K +6,960 New
BF
127
BOK Financial
Oklahoma
$268K – – –
SB
128
Suntrust Banks
Georgia
$265K +$265K +6,317 New
BFC
129
Bedel Financial Consulting
Indiana
$256K – – –
Wolverine Trading
130
Wolverine Trading
Illinois
$246K +$246K +5,931 New
CCP
131
Cardan Capital Partners
Colorado
$241K – – –
Northern Trust
132
Northern Trust
Illinois
$236K -$24K -581 -9%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$227K -$244K -5,888 -52%
HT
134
Heritage Trust
Oklahoma
$227K +$152K +3,665 +202%
FF
135
Friedenthal Financial
New Jersey
$224K – – –
CPO
136
Cerity Partners OCIO
New York
$219K +$219K +5,277 New
MC
137
Moors & Cabot
Massachusetts
$215K -$16.5K -400 -7%
CCM
138
Colorado Capital Management
Colorado
$213K – – –
FA
139
FCG Advisors
New Jersey
$212K +$212K +5,116 New
AP
140
Appleton Partners
Massachusetts
$210K – – –
APA
141
American Portfolios Advisors
New York
$209K +$1.99K +48 +1%
SC
142
Scotia Capital
Ontario, Canada
$204K +$204K +4,938 New
WS
143
Wedbush Securities
California
$201K +$201K +4,845 New
AIP
144
Ameritas Investment Partners
Nebraska
$159K -$1.86K -45 -1%
SFSIG
145
San Francisco Sentry Investment Group
California
$153K +$50.2K +1,208 +49%
MWM
146
Mascoma Wealth Management
New Hampshire
$148K +$148K +3,564 New
CFGS
147
Concourse Financial Group Securities
Alabama
$148K +$148K +3,568 New
US Bancorp
148
US Bancorp
Minnesota
$146K +$16.6K +400 +13%
ICM
149
IMS Capital Management
Oregon
$141K -$657K -15,850 -82%
VNA
150
Valley National Advisers
Pennsylvania
$140K – – –
4 5
6
7 8