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

248 hedge funds and large institutions have $770M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-28
Holders Change %
-10.14%
% of All Funds
5.48%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
34
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M

Top Buyers

1
QI
QS Investors
New York
$24.8M
2
Wells Fargo
Wells Fargo
California
$51.3M
3
RJA
Raymond James & Associates
Florida
$34.8M
4
RW
RVW Wealth
California
$10.4M
5
PIN
Prudent Investors Network
California
$10.1M

Top Sellers

1
BA
BCM Advisors
Louisiana
$0
2
Morgan Stanley
Morgan Stanley
New York
$63.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.52M
4
WP
WealthPLAN Partners
Nebraska
$1.09M
5
SMG
Smart Money Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
$282K -$641K -21,336 -69%
CAG
152
Csenge Advisory Group
Florida
$280K – – –
VAS
153
Vestmark Advisory Solutions
Massachusetts
$278K +$278K +9,250 New
PVH
154
Psagot Value Holdings
Israel
$267K +$145K +4,835 +119%
FTS
155
Fifth Third Securities
Ohio
$265K -$1.71M -57,014 -87%
PWM
156
Provident Wealth Management
Tennessee
$262K -$6.35M -211,617 -96%
ACA
157
Atlas Capital Advisors
Wyoming
$257K – – –
SFPG
158
Stonebridge Financial Planning Group
Florida
$249K +$73.5K +2,296 +42%
IFA
159
Interactive Financial Advisors
Illinois
$247K -$150K -5,011 -38%
Citadel Advisors
160
Citadel Advisors
Florida
$246K +$246K +8,202 New
HT
161
Heritage Trust
Oklahoma
$245K – – –
CS
162
Credit Suisse
Switzerland
$244K -$1.36M -45,456 -85%
AFC
163
AFT Forsyth & Company
Florida
$239K -$89.8K -2,993 -27%
HB
164
Homrich & Berg
Georgia
$238K – – –
PIA
165
Powell Investment Advisors
Florida
$229K +$229K +7,619 New
RIA
166
Realta Investment Advisors
Delaware
$225K +$37.7K +1,255 +20%
DC
167
Davenport & Co
Virginia
$221K +$4.64K +155 +2%
SF
168
Synovus Financial
Georgia
$206K +$206K +6,831 New
AIC
169
Archer Investment Corporation
Indiana
$195K -$386K -12,900 -66%
BFC
170
Bedel Financial Consulting
Indiana
$189K – – –
CAN
171
Claraphi Advisory Network
United States
$168K +$168K +5,596 New
AIC
172
Ameritas Investment Company
Nebraska
$164K -$143K -4,781 -47%
APA
173
American Portfolios Advisors
New York
$146K +$1.26K +42 +0.9%
William Blair & Company
174
William Blair & Company
Illinois
$146K +$8.73K +290 +6%
US Bancorp
175
US Bancorp
Minnesota
$142K -$38.6K -1,283 -21%
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