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

198 hedge funds and large institutions have $950M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
4.53%
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
64
Reduced
67
Closed
15
Calls
$8.39M
Puts
$422K
Net Calls
+$7.97M
Net Calls Change
+$6.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
2
Morgan Stanley
Morgan Stanley
New York
$77.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.1M
4
UBS Group
UBS Group
Switzerland
$28.3M
5
Ameriprise
Ameriprise
Minnesota
$37.7M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$0
2
SMG
Smart Money Group
Texas
$0
3
Wells Fargo
Wells Fargo
California
$42.7M
4
MML Investors Services
MML Investors Services
Massachusetts
$7.97M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$29K +$29K +696 +69,600%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +712 New
CFD
178
Creative Financial Designs
Indiana
$27K -$943K -22,801 -97%
GWS
179
Glassman Wealth Services
Virginia
$25K – – –
GEA
180
Glen Eagle Advisors
New Jersey
$24.8K – – –
CWM
181
Catamount Wealth Management
Connecticut
$21K – – –
TPWA
182
TRUE Private Wealth Advisors
Oregon
$20.2K +$20.2K +488 New
LFG
183
LifePlan Financial Group
Ohio
$18K – – –
CBT
184
Capital Bank & Trust
California
$18K – – –
BlackRock
185
BlackRock
New York
$14K +$128 +3 +0.9%
WOC
186
West Oak Capital
California
$13.5K -$4.14K -100 -24%
CCM
187
Covington Capital Management
California
$13K +$13K +315 New
Simplex Trading
188
Simplex Trading
Illinois
$11K +$2.95K +77 +37%
UBS AM
189
UBS AM
Illinois
$8.28K – – –
LNB
190
Ledyard National Bank
$8K – – –
GCM
191
Gables Capital Management
Florida
$7K – – –
AWM
192
AllSquare Wealth Management
New York
$5K – – –
MWPCG
193
Measured Wealth Private Client Group
New Hampshire
$5K +$5K +122 New
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$5K +$5K +130 New
JCM
195
Jacobi Capital Management
Pennsylvania
$4K -$283K -7,135 -99%
TL
196
TrueWealth LLC
Georgia
$2K – – –
WCM
197
Whitener Capital Management
North Carolina
$2K +$2K +63 New
CWM
198
Cornerstone Wealth Management
Missouri
– -$83.8M -3,416,328 Closed
SMG
199
Smart Money Group
Texas
– -$4.84M -117,965 Closed
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
– -$1.17M -28,400 Closed
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