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Invesco S&P 500 High Dividend Low Volatility ETF

245 hedge funds and large institutions have $1.2B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
5.38%
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
96
Reduced
82
Closed
24
Calls
$2.62M
Puts
$814K
Net Calls
+$1.8M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
126
WT Wealth Management
Arizona
$711K +$711K +16,684 New
WEC
127
Winslow Evans & Crocker
Massachusetts
$702K +$94K +2,200 +15%
SBWM
128
Sunflower Bank Wealth Management
Arizona
$681K +$333K +7,805 +96%
TRCT
129
Tower Research Capital (TRC)
New York
$658K +$658K +15,438 New
VC
130
Vicus Capital
Pennsylvania
$646K -$1.76M -41,354 -73%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$578K +$569K +13,357 +6,516%
Citadel Advisors
132
Citadel Advisors
Florida
$563K -$588K -13,808 -51%
IFA
133
Interactive Financial Advisors
Illinois
$563K -$24.2K -568 -4%
LWAC
134
Laurel Wealth Advisors (California)
California
$560K
PSF
135
Pacific Sun Financial
California
$554K +$7.67K +180 +1%
OAM
136
Oppenheimer Asset Management
New York
$543K -$158K -3,705 -23%
MHS
137
M Holdings Securities
Oregon
$522K -$117K -2,734 -18%
CCP
138
Cardan Capital Partners
Colorado
$504K +$256K +6,013 +103%
CA
139
Clearstead Advisors
Ohio
$496K -$42.6K -1,000 -8%
PVH
140
Psagot Value Holdings
Israel
$482K +$186K +4,363 +63%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$480K -$5.76K -135 -1%
AAMA
142
Advanced Asset Management Advisors
Ohio
$478K +$17.8K +418 +4%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$466K -$22.5K -527 -5%
MAFM
144
Mid Atlantic Financial Management
Pennsylvania
$466K -$12.1K -284 -3%
AFC
145
AFT Forsyth & Company
Florida
$462K +$299 +7 +0.1%
AF
146
Advisornet Financial
Minnesota
$461K -$18.2K -428 -4%
PAS
147
Park Avenue Securities
New York
$456K
GIA
148
Gladstone Institutional Advisory
Florida
$441K +$58.4K +1,370 +15%
CAG
149
Csenge Advisory Group
Florida
$423K -$6.86K -161 -2%
AIC
150
Ameritas Investment Company
Nebraska
$411K -$42.3K -992 -9%