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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 %
CCP
151
Cardan Capital Partners
Colorado
$229K +$24K +610 +12%
Northern Trust
152
Northern Trust
Illinois
$225K -$309K -7,850 -58%
FMWA
153
Forvis Mazars Wealth Advisors
Missouri
$225K
FF
154
Friedenthal Financial
New Jersey
$224K
CG
155
Colony Group
Massachusetts
$209K -$81.9K -2,078 -28%
AP
156
Appleton Partners
Massachusetts
$209K -$19.1K -485 -8%
William Blair & Company
157
William Blair & Company
Illinois
$205K +$474 +12 +0.2%
LFAS
158
Level Four Advisory Services
Texas
$204K -$100K -2,550 -33%
CCM
159
Colorado Capital Management
Colorado
$203K +$203K +5,159 New
APA
160
American Portfolios Advisors
New York
$202K -$535K -13,580 -73%
MOS
161
MGO One Seven
Ohio
$170K
AIP
162
Ameritas Investment Partners
Nebraska
$154K
PG
163
Patten Group
Tennessee
$128K -$55.3K -1,400 -30%
FANJ
164
Financial Architects (New Jersey)
New Jersey
$128K
SPL
165
Smart Portfolios LLC
Washington
$120K +$120K +3,043 New
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
SEI Investments
167
SEI Investments
Pennsylvania
$106K -$295K -7,461 -74%
SFSIG
168
San Francisco Sentry Investment Group
California
$98K
OIA
169
Optimum Investment Advisors
Illinois
$92K +$92K +2,343 New
FGC
170
Financial Gravity Companies
Texas
$91K +$13.8K +351 +18%
FGAM
171
Financial Gravity Asset Management
Texas
$91K +$91K +2,319 New
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$79K -$51.4K -1,300 -39%
CA
173
Crewe Advisors
Utah
$79K
ED
174
Exane Derivatives
France
$75.6K
AAP
175
Arax Advisory Partners
Colorado
$75K -$1.09K -28 -1%