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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 %
IWM
201
IHT Wealth Management
Illinois
$8K
LNB
202
Ledyard National Bank
$7K
TFA
203
Transamerica Financial Advisors
Florida
$6K -$6.27M -144,153 -100%
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$5K -$47.2K -1,200 -90%
AWM
205
AllSquare Wealth Management
New York
$5K +$5K +118 New
LFG
206
LifePlan Financial Group
Ohio
$2K +$2K +47 New
WCM
207
Whitener Capital Management
North Carolina
$2K +$2K +63 New
SI
208
SII Investments
Wisconsin
-$11M -258,814 Closed
TA
209
TMD & Associates
Arizona
-$8.01M -188,664 Closed
Millennium Management
210
Millennium Management
New York
-$2.14M -50,474 Closed
FPCM
211
Financial Partners Capital Management
New York
-$1.63M -38,413 Closed
DAS
212
Dynamic Advisor Solutions
Arizona
-$1.53M -35,945 Closed
IH
213
IFC Holdings
Florida
-$1.48M -34,828 Closed
BAM
214
Belpointe Asset Management
Nevada
-$1.48M -34,784 Closed
AFNAS
215
American Financial Network Advisory Services
California
-$592K -13,961 Closed
CIAS
216
Capital Investment Advisory Services
North Carolina
-$559K -13,174 Closed
FAIM
217
Financial Advocates Investment Management
Washington
-$489K -11,525 Closed
NWP
218
Northstar Wealth Partners
Connecticut
-$431K -10,066 Closed
ACI
219
Alpha Cubed Investments
California
-$402K -9,485 Closed
DC
220
Davenport & Co
Virginia
-$338K -7,960 Closed
Jones Financial Companies
221
Jones Financial Companies
Missouri
-$290K -6,824 Closed
KWM
222
Kingsview Wealth Management
Oregon
-$246K -5,809 Closed
FA
223
FCG Advisors
New Jersey
-$232K -5,466 Closed
NWS
224
Newport Wealth Strategies
California
-$228K -5,378 Closed
ACM
225
Alpha Capital Management
Texas
-$221K -5,204 Closed