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

198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
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
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
2
Morgan Stanley
Morgan Stanley
New York
$77.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.1M
4
UBS Group
UBS Group
Switzerland
$28.3M
5
Ameriprise
Ameriprise
Minnesota
$37.7M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$0
2
SMG
Smart Money Group
Texas
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
MML Investors Services
MML Investors Services
Massachusetts
$7.97M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
151
Smart Portfolios LLC
Washington
$126K +$1.45K +35 +1%
GRP
152
Global Retirement Partners
California
$121K +$58.2K +1,400 +93%
FGAM
153
Financial Gravity Asset Management
Texas
$108K +$8.3K +208 +8%
PVH
154
Psagot Value Holdings
Israel
$95K -$136K -3,290 -59%
PG
155
Patten Group
Tennessee
$85K -$21.8K -525 -20%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$84K -$50.1K -1,209 -37%
CA
157
Crewe Advisors
Utah
$83K – – –
AAP
158
Arax Advisory Partners
Colorado
$82K -$374 -9 -0.5%
Daiwa Securities Group
159
Daiwa Securities Group
Japan
$79K -$4.16K -100 -5%
ED
160
Exane Derivatives
France
$70.1K – – –
PMFA
161
Plante Moran Financial Advisors
Michigan
$66K – – –
SMFS
162
Squar Milner Financial Services
California
$66K – – –
FHA
163
Flagship Harbor Advisors
Massachusetts
$61K +$6.02K +145 +11%
CWM
164
Cranbrook Wealth Management
Michigan
$57K – – –
CAGAS
165
Capital Advisory Group Advisory Services
Minnesota
$56K +$124 +3 +0.2%
FHA
166
First Horizon Advisors
Tennessee
$55K – – –
TFS
167
TrustCore Financial Services
Tennessee
$55K – – –
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$52K +1,267 New
TCM
169
Tradewinds Capital Management
Washington
$45K +$45K +1,085 New
BBHC
170
Brown Brothers Harriman & Co
New York
$44K +$44K +1,058 New
WWM
171
Wagner Wealth Management
South Carolina
$41K – – –
ASN
172
Advisory Services Network
Georgia
$39K – – –
PCG
173
Private Capital Group
Connecticut
$35K – – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$34K -$2.91K -70 -8%
WAS
175
WESPAC Advisors SoCal
California
$33K – – –
5 6
7
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