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

230 hedge funds and large institutions have $648M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-9
Holders Change %
-3.77%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
54
Reduced
104
Closed
31
Calls
$8.71M
Puts
$7.51M
Net Calls
+$1.21M
Net Calls Change
+$649K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$16.9M
2
Invesco
Invesco
Georgia
$33.6M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.39M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$5.45M
5
HH
Hilltop Holdings
Texas
$1.5M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$1.51M
2
PIN
Prudent Investors Network
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$47.3M
4
Ameriprise
Ameriprise
Minnesota
$18.7M
5
LPL Financial
LPL Financial
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
151
Heritage Trust
Oklahoma
$207K -$14.4K -436 -7%
AC
152
AlphaCore Capital
California
$173K +$173K +5,236 New
PWM
153
Provident Wealth Management
Tennessee
$170K -$46.5K -1,405 -21%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$166K -$103K -3,139 -38%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$160K +$160K +4,860 New
GRP
156
Global Retirement Partners
California
$155K +$362 +11 +0.2%
GSWM
157
Golden State Wealth Management
California
$134K +$134K +4,070 New
GT
158
Glenmede Trust
Pennsylvania
$124K – – –
WEC
159
Winslow Evans & Crocker
Massachusetts
$123K -$194K -5,905 -61%
OIA
160
Optimum Investment Advisors
Illinois
$107K +$920 +28 +0.9%
PCG
161
Private Capital Group
Connecticut
$92K +$15.3K +461 +20%
SFSIG
162
San Francisco Sentry Investment Group
California
$89K -$19.4K -589 -18%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$88K +$7.37K +224 +9%
HFS
164
HBC Financial Services
Washington
$82K – – –
US Bancorp
165
US Bancorp
Minnesota
$77K -$4.39K -133 -5%
SWM
166
Sugarloaf Wealth Management
Georgia
$71K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$64K – – –
CAAS
168
Capital Asset Advisory Services
Michigan
$57K +$266 +8 +0.5%
CA
169
Clearstead Advisors
Ohio
$56K – – –
CFA
170
Carroll Financial Associates
North Carolina
$56K – – –
PVH
171
Psagot Value Holdings
Israel
$56K +$10.9K +330 +24%
SFPG
172
Stonebridge Financial Planning Group
Florida
$55K -$151K -4,395 -73%
IA
173
IFP Advisors
Florida
$54K +$12.1K +358 +29%
CWM
174
Cedar Wealth Management
California
$53K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$51K +$666 +20 +1%
5 6
7
8 9