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

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.5M
2
AAS
2
Avantax Advisory Services
Texas
$14.7M
3
SMG
3
Smart Money Group
Texas
$14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$40.8M
5
CCP
5
Cardan Capital Partners
Colorado
$10M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$39.1M
2
GFPC
2
Global Financial Private Capital
Florida
$2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$860K +$860K +19,533 New
AIC
127
Archer Investment Corporation
Indiana
$855K – – –
PCM
128
Parsons Capital Management
Rhode Island
$848K +$6.78K +154 +0.8%
CFMC
129
Curbstone Financial Management Corp
New Hampshire
$829K +$88 +2 +0%
WWM
130
WT Wealth Management
Arizona
$796K +$61.4K +1,395 +8%
VA
131
Valmark Advisers
Ohio
$795K -$3.13K -71 -0.4%
IAS
132
IMA Advisory Services
Colorado
$791K -$69.1K -1,569 -8%
RFN
133
RDA Financial Network
Iowa
$735K -$36.8K -857 -5%
IWM
134
IHT Wealth Management
Illinois
$731K -$335K -7,599 -31%
WEC
135
Winslow Evans & Crocker
Massachusetts
$708K -$17.4K -394 -2%
SBWM
136
Sunflower Bank Wealth Management
Arizona
$703K -$661 -15 -0.1%
IFA
137
Interactive Financial Advisors
Illinois
$584K +$2.34K +53 +0.4%
LWAC
138
Laurel Wealth Advisors (California)
California
$578K – – –
OAM
139
Oppenheimer Asset Management
New York
$564K +$2.69K +61 +0.5%
PSF
140
Pacific Sun Financial
California
$557K -$15K -340 -3%
SFS
141
Sowell Financial Services
Arkansas
$528K +$527K +11,964 +39,880%
CA
142
Clearstead Advisors
Ohio
$512K – – –
AAMA
143
Advanced Asset Management Advisors
Ohio
$510K +$16.5K +375 +3%
TFA
144
Teamwork Financial Advisors
Texas
$502K +$502K +11,395 New
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$491K +$8.9K +202 +2%
ECM
146
ExodusPoint Capital Management
New York
$489K +$489K +11,098 New
AFC
147
AFT Forsyth & Company
Florida
$483K +$5.86K +133 +1%
GIA
148
Gladstone Institutional Advisory
Florida
$476K +$20K +455 +4%
PAS
149
Park Avenue Securities
New York
$466K -$4.89K -111 -1%
AF
150
Advisornet Financial
Minnesota
$455K -$21.2K -482 -4%
4 5
6
7 8