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

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.5M
2
AAS
2
Avantax Advisory Services
Texas
$14.7M
3
SMG
3
Smart Money Group
Texas
$14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$40.8M
5
CCP
5
Cardan Capital Partners
Colorado
$10M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$39.1M
2
GFPC
2
Global Financial Private Capital
Florida
$2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
Realta Investment Advisors
Delaware
$267K +$55.4K +1,293 +26%
FIM
177
Freedom Investment Management
Connecticut
$266K +$25.7K +584 +11%
BAAM
178
Baker Avenue Asset Management
California
$264K – – –
US Bancorp
179
US Bancorp
Minnesota
$264K – – –
GAM
180
GQ Asset Management
New York
$258K +$258K +5,869 New
LFAS
181
Level Four Advisory Services
Texas
$257K -$10.2K -230 -4%
FFN
182
Focus Financial Network
Minnesota
$255K +$2.69K +61 +1%
EWA
183
EP Wealth Advisors
California
$254K – – –
TWM
184
Trinity Wealth Management
Pennsylvania
$247K +$247K +5,612 New
SFPG
185
Stonebridge Financial Planning Group
Florida
$241K +$241K +5,485 New
PFG
186
Pacific Financial Group
Washington
$240K +$240K +5,446 New
1W
187
1776 Wealth
Georgia
$239K +$239K +5,432 New
NWP
188
Northstar Wealth Partners
Connecticut
$234K +$8.01K +182 +4%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$232K +$232K +5,270 New
MWA
190
Meridian Wealth Advisors
Texas
$231K – – –
WP
191
WealthSource Partners
California
$228K -$61.7K -1,400 -21%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$225K +$225K +5,118 New
CW
193
CreativeOne Wealth
Kansas
$217K -$20K -455 -8%
CPO
194
Cerity Partners OCIO
New York
$215K -$1.41K -33 -0.7%
APA
195
American Portfolios Advisors
New York
$213K +$16.3K +371 +8%
CA
196
Claro Advisors
Massachusetts
$212K -$17.5K -397 -8%
BF
197
BOK Financial
Oklahoma
$211K – – –
LC
198
Lavaca Capital
Texas
$207K – – –
GRP
199
Global Retirement Partners
California
$207K – – –
OIA
200
Optimum Investment Advisors
Illinois
$206K +$162K +3,675 +368%
6 7
8
9 10