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

239 hedge funds and large institutions have $720M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
29
Increased
63
Reduced
104
Closed
37
Calls
$1.67M
Puts
$1.11M
Net Calls
+$559K
Net Calls Change
+$791K

Top Buyers

1
QI
1
QS Investors
New York
$37.9M
2
MA
2
Mutual Advisors
Nebraska
$6.04M
3
SS
3
Simplicity Solutions
Minnesota
$9.41M
4
AWM
4
AE Wealth Management
Kansas
$4.68M
5
PI
5
PFS Investments
Georgia
$5.89M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$41.6M
2
RJA
2
Raymond James & Associates
Florida
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
RW
5
RVW Wealth
California
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
151
Smith, Moore & Co
Missouri
$227K +$227K +6,898 New
EFS
152
Essex Financial Services
Connecticut
$224K +$224K +6,799 New
HT
153
Heritage Trust
Oklahoma
$220K -$48.3K -1,469 -18%
VAS
154
Vestmark Advisory Solutions
Massachusetts
$216K -$88.6K -2,691 -29%
PWM
155
Provident Wealth Management
Tennessee
$215K -$71.6K -2,180 -25%
OAM
156
Oppenheimer Asset Management
New York
$211K -$211K -6,399 -50%
Prudential Financial
157
Prudential Financial
New Jersey
$211K +$211K +6,399 New
CA
158
Calton & Associates
Florida
$210K +$210K +6,379 New
BSAM
159
Blue Sky Asset Management
Colorado
$208K +$208K +6,322 New
BFC
160
Bedel Financial Consulting
Indiana
$207K – – –
RIA
161
Regal Investment Advisors
Michigan
$207K +$207K +6,274 New
FIM
162
Freedom Investment Management
Connecticut
$203K -$40.5K -1,229 -17%
AIC
163
Archer Investment Corporation
Indiana
$201K -$13.2K -400 -6%
SFPG
164
Stonebridge Financial Planning Group
Florida
$198K -$59K -1,786 -23%
FCA
165
FinTrust Capital Advisors
South Carolina
$193K +$103K +3,135 +115%
CAC
166
Certified Advisory Corp
Florida
$178K -$609K -18,553 -77%
GRP
167
Global Retirement Partners
California
$155K – – –
GT
168
Glenmede Trust
Pennsylvania
$124K +$124K +3,781 New
WR
169
Watson Rebecca
$117K +$117K +3,564 New
SFSIG
170
San Francisco Sentry Investment Group
California
$108K +$1.32K +40 +1%
OIA
171
Optimum Investment Advisors
Illinois
$106K -$48.3K -1,472 -31%
US Bancorp
172
US Bancorp
Minnesota
$81K -$74K -2,253 -48%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$81K -$1.65K -50 -2%
HFS
174
HBC Financial Services
Washington
$78K – – –
William Blair & Company
175
William Blair & Company
Illinois
$76K -$84.6K -2,554 -53%
5 6
7
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