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Invesco S&P 500 High Dividend Low Volatility ETF

183 hedge funds and large institutions have $894M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-26
Holders Change %
-12.44%
% of All Funds
4.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
40
Reduced
89
Closed
45
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFS
151
Squar Milner Financial Services
California
$65K +$65K +1,582 New
GRP
152
Global Retirement Partners
California
$62K
CF
153
Centaurus Financial
California
$57K +$57K +1,381 New
CWM
154
Cranbrook Wealth Management
Michigan
$56K
CAGAS
155
Capital Advisory Group Advisory Services
Minnesota
$56K +$124 +3 +0.2%
TFS
156
TrustCore Financial Services
Tennessee
$55K
FHA
157
First Horizon Advisors
Tennessee
$54K
FHA
158
Flagship Harbor Advisors
Massachusetts
$54K +$54K +1,325 New
OIA
159
Optimum Investment Advisors
Illinois
$53K -$42.6K -1,044 -45%
WWM
160
Wagner Wealth Management
South Carolina
$41K
ASN
161
Advisory Services Network
Georgia
$39K -$27K -655 -41%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$36K +$4.95K +122 +16%
PCG
163
Private Capital Group
Connecticut
$34K
GWS
164
Glassman Wealth Services
Virginia
$25K
GEA
165
Glen Eagle Advisors
New Jersey
$24.6K +$24.6K +600 New
CWM
166
Catamount Wealth Management
Connecticut
$21K
CBT
167
Capital Bank & Trust
California
$18K
LFG
168
LifePlan Financial Group
Ohio
$18K +$16.1K +396 +843%
WOC
169
West Oak Capital
California
$17.4K
BAM
170
Barrett Asset Management
New York
$16K
BlackRock
171
BlackRock
New York
$13K -$441 -11 -3%
GI
172
Gradient Investments
Minnesota
$10K
UBS AM
173
UBS AM
Illinois
$8.21K +$8.21K +200 New
Simplex Trading
174
Simplex Trading
Illinois
$8K +$8K +210 New
LNB
175
Ledyard National Bank
$7K