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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 %
SFS
176
Sowell Financial Services
Arkansas
$45K -$20.8K -625 -32%
CIA
177
Choate Investment Advisors
Massachusetts
$45K +$45K +1,350 New
TFS
178
TrustCore Financial Services
Tennessee
$44K – – –
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$44K +$15.2K +460 +53%
FP
180
Financial Perspectives
Minnesota
$40.4K – – –
SWA
181
Sutton Wealth Advisors
Florida
$38.9K – – –
BWM
182
Baystate Wealth Management
Massachusetts
$34K -$36.7K -1,127 -52%
FHA
183
Flagship Harbor Advisors
Massachusetts
$29K -$5.77K -175 -17%
BAM
184
Bellevue Asset Management
Washington
$27K – – –
CFO
185
CVA Family Office
Colorado
$27K – – –
TAM
186
Townsend Asset Management
North Carolina
$27K +$1.51K +46 +6%
CI
187
CX Institutional
Indiana
$26K +$26K +783 New
TRCT
188
Tower Research Capital (TRC)
New York
$23K -$2.07M -61,547 -99%
BWL
189
Bogart Wealth LLC
Virginia
$20K -$3.58K -113 -15%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$20K – – –
GEA
191
Glen Eagle Advisors
New Jersey
$19.8K – – –
EWA
192
Evolution Wealth Advisors
Florida
$19K – – –
AIC
193
Archer Investment Corporation
Indiana
$18.1K -$183K -5,560 -91%
PGAM
194
Princeton Global Asset Management
New Jersey
$17K – – –
NFSG
195
Newbridge Financial Services Group
Florida
$17K +$17K +520 New
CFD
196
Creative Financial Designs
Indiana
$16K -$227K -7,092 -93%
WCG
197
Weaver Consulting Group
California
$16K – – –
PA
198
Parallel Advisors
California
$16K +$230 +7 +1%
SIM
199
Sonora Investment Management
Arizona
$15K – – –
LFG
200
LifePlan Financial Group
Ohio
$13K – – –
6 7
8
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