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Invesco S&P 500 High Dividend Low Volatility ETF

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

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 48

11% more funds holding

Funds holding: 164182 (+18)

1.35% less ownership

Funds ownership: 34.17%32.82% (-1.3%)

5% less capital invested

Capital invested by funds: $1.06B → $1B (-$53.9M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.23M

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
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
151
Harel Insurance Investments & Financial Services
Israel
$101K
SFSIG
152
San Francisco Sentry Investment Group
California
$100K +$99.5K +2,475 New
WTB
153
Washington Trust Bank
Washington
$98K +$97.6K +2,428 New
NA
154
NewEdge Advisors
Louisiana
$93.7K +$94.5K +2,349 New
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$84K -$28.1K -700 -25%
SQA
156
Simon Quick Advisors
New Jersey
$84K +$60.3K +1,500 +250%
AAP
157
Arax Advisory Partners
Colorado
$77K +$16.5K +410 +27%
ED
158
Exane Derivatives
France
$76.9K +$76.9K +1,913 New
HT
159
Heritage Trust
Oklahoma
$73K +$73.1K +1,818 New
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$70K -$17.5K -434 -20%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$64K -$112K -2,785 -64%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$35.6K +886 +133%
GRP
163
Global Retirement Partners
California
$61K
CWM
164
Cranbrook Wealth Management
Michigan
$55K
ASN
165
Advisory Services Network
Georgia
$43K
AIA
166
Armor Investment Advisors
North Carolina
$40K
RCG
167
Ruggie Capital Group
Florida
$38K -$60.9K -1,515 -62%
LWA
168
Lenox Wealth Advisors
New York
$37K +$36.8K +915 New
BAM
169
Barrett Asset Management
New York
$32K
SEI Investments
170
SEI Investments
Pennsylvania
$29K -$563 -14 -2%
DSC
171
Duncker Streett & Co
Missouri
$23K
CWM
172
Catamount Wealth Management
Connecticut
$20K
MA
173
MCF Advisors
Kentucky
$20K +$20.3K +506 New
LWM
174
Lenox Wealth Management
Ohio
$13K +$12.9K +322 New
BlackRock
175
BlackRock
New York
$12K +$80 +2 +0.7%