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Invesco S&P 500 High Dividend Low Volatility ETF

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$211K +$211K +5,532 New
HT
152
Heritage Trust
Oklahoma
$209K
FA
153
FCG Advisors
New Jersey
$209K +$13.7K +360 +7%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$206K -$91.3K -2,396 -31%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$206K +$206K +5,412 New
CPO
156
Cerity Partners OCIO
New York
$203K +$1.53K +40 +0.8%
SC
157
Scotia Capital
Ontario, Canada
$202K +$13.6K +357 +7%
LC
158
Lavaca Capital
Texas
$202K +$202K +5,500 New
MWA
159
Meridian Wealth Advisors
Texas
$201K +$201K +5,250 New
CCM
160
Colorado Capital Management
Colorado
$197K
AIP
161
Ameritas Investment Partners
Nebraska
$154K +$7.06K +185 +5%
US Bancorp
162
US Bancorp
Minnesota
$139K +$4.81K +126 +4%
MWM
163
Mascoma Wealth Management
New Hampshire
$136K
CFGS
164
Concourse Financial Group Securities
Alabama
$131K -$4.56K -120 -3%
MOS
165
MGO One Seven
Ohio
$123K +$123K +3,225 New
SMG
166
Spectrum Management Group
Indiana
$121K +$121K +3,180 New
SFSIG
167
San Francisco Sentry Investment Group
California
$119K -$22K -575 -16%
FHA
168
Flagship Harbor Advisors
Massachusetts
$119K +$62.9K +1,650 +112%
FGC
169
Financial Gravity Companies
Texas
$115K +$115K +2,788 New
SPL
170
Smart Portfolios LLC
Washington
$114K -$1.75K -46 -2%
GRP
171
Global Retirement Partners
California
$111K
ASN
172
Advisory Services Network
Georgia
$88K +$52K +1,365 +144%
APA
173
American Portfolios Advisors
New York
$81.2K -$112K -2,919 -58%
ED
174
Exane Derivatives
France
$78.1K +$13.2K +345 +20%
FANJ
175
Financial Architects (New Jersey)
New Jersey
$77K