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Invesco S&P 500 High Dividend Low Volatility ETF

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Crewe Advisors
Utah
$76K
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$76K +$3.8K +100 +5%
AAP
178
Arax Advisory Partners
Colorado
$65K -$9.82K -259 -13%
PMFA
179
Plante Moran Financial Advisors
Michigan
$61K
SMFS
180
Squar Milner Financial Services
California
$60K
KPCM
181
Kings Point Capital Management
New York
$56K +$56K +1,477 New
PG
182
Patten Group
Tennessee
$55K -$23.5K -613 -30%
CWM
183
Cranbrook Wealth Management
Michigan
$52K
TFS
184
TrustCore Financial Services
Tennessee
$51K
BFEC
185
Benjamin F. Edwards & Company
Missouri
$51K +$51K +1,346 New
FHA
186
First Horizon Advisors
Tennessee
$50K
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$48K
CFA
188
Clarfeld Financial Advisors
New York
$44K +$44K +1,154 New
TCM
189
Tradewinds Capital Management
Washington
$41K
BBHC
190
Brown Brothers Harriman & Co
New York
$40K
PCG
191
Private Capital Group
Connecticut
$32K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$31K +$189 +5 +0.6%
WAS
193
WESPAC Advisors SoCal
California
$30K -$33K
LFG
194
LifePlan Financial Group
Ohio
$28K +$11.1K +292 +66%
GWS
195
Glassman Wealth Services
Virginia
$24K +$774 +20 +3%
LPWM
196
Lake Point Wealth Management
Texas
$24K +$24K +639 New
GEA
197
Glen Eagle Advisors
New Jersey
$22.9K
CWM
198
Catamount Wealth Management
Connecticut
$21K
PA
199
Parallel Advisors
California
$19K +$19K +501 +50,100%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$15K +$14.9K +396 +13,200%