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Invesco S&P 500 High Dividend Low Volatility ETF

209 hedge funds and large institutions have $904M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
4.8%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
32
Increased
56
Reduced
85
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HT
176
Heritage Trust
Oklahoma
$72K
1832 Asset Management
177
1832 Asset Management
Ontario, Canada
$68K
PMFA
178
Plante Moran Financial Advisors
Michigan
$63K
ASN
179
Advisory Services Network
Georgia
$63K
Deutsche Bank
180
Deutsche Bank
Germany
$62K +$62K +1,585 New
GRP
181
Global Retirement Partners
California
$60K
CWM
182
Cranbrook Wealth Management
Michigan
$54K
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$54K +$54K +1,349 New
TFS
184
TrustCore Financial Services
Tennessee
$53K
FHA
185
First Horizon Advisors
Tennessee
$52K
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$3.46K -89 -7%
WWM
187
Wagner Wealth Management
South Carolina
$39K
RCG
188
Ruggie Capital Group
Florida
$37K
PCG
189
Private Capital Group
Connecticut
$34K +$34K +850 New
WF
190
WealthTrust Fairport
Ohio
$32K +$32K +800 New
WAS
191
WESPAC Advisors SoCal
California
$31K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$30K -$2.55K -65 -8%
GWS
193
Glassman Wealth Services
Virginia
$24K
CWM
194
Catamount Wealth Management
Connecticut
$20K
CBT
195
Capital Bank & Trust
California
$17K
WOC
196
West Oak Capital
California
$16.8K +$16.8K +425 New
BAM
197
Barrett Asset Management
New York
$16K -$16K -400 -50%
BlackRock
198
BlackRock
New York
$13K -$3.03K -78 -19%
ACM
199
Aviance Capital Management
Florida
$11K +$11K +290 New
GI
200
Gradient Investments
Minnesota
$10K +$10K +250 New