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Invesco S&P 500 High Dividend Low Volatility ETF

245 hedge funds and large institutions have $1.2B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
5.38%
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
96
Reduced
82
Closed
24
Calls
$2.62M
Puts
$814K
Net Calls
+$1.8M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$376K
BFEC
152
Benjamin F. Edwards & Company
Missouri
$371K +$318K +7,460 +605%
PTC
153
Private Trust Company
Ohio
$368K -$175K -4,120 -32%
RIA
154
Regal Investment Advisors
Michigan
$367K +$48.9K +1,148 +15%
WI
155
WBI Investments
New Jersey
$367K +$367K +8,606 New
HB
156
Homrich & Berg
Georgia
$338K
AAS
157
Avantax Advisory Services
Texas
$329K -$61.9K -1,455 -16%
CFGS
158
Concourse Financial Group Securities
Alabama
$319K -$262K -6,145 -45%
SG
159
StoneX Group
New York
$305K +$305K +7,148 New
DC
160
Davenport & Co
Virginia
$295K
ACP
161
Aveo Capital Partners
Colorado
$288K +$288K +6,619 New
WP
162
WealthSource Partners
California
$280K
PCS
163
Personal CFO Solutions
New Jersey
$278K +$278K +6,512 New
CIBC World Market
164
CIBC World Market
Ontario, Canada
$273K +$12.8K +300 +5%
BFC
165
Bedel Financial Consulting
Indiana
$269K
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$269K +$167K +3,900 +163%
RJT
167
Raymond James Trust
Florida
$266K -$52.6K -1,231 -17%
LFAS
168
Level Four Advisory Services
Texas
$258K -$115K -2,697 -31%
US Bancorp
169
US Bancorp
Minnesota
$255K +$4.21K +99 +2%
BAAM
170
Baker Avenue Asset Management
California
$255K +$255K +6,000 New
CA
171
Calton & Associates
Florida
$252K +$24.4K +573 +11%
EWA
172
EP Wealth Advisors
California
$246K
FFN
173
Focus Financial Network
Minnesota
$244K -$16.3K -382 -6%
Millennium Management
174
Millennium Management
New York
$235K -$217K -5,093 -48%
FIM
175
Freedom Investment Management
Connecticut
$233K -$58.3K -1,364 -20%