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Invesco S&P 500 High Dividend Low Volatility ETF

240 hedge funds and large institutions have $1.17B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
0%
% of All Funds
5.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
26
Increased
101
Reduced
73
Closed
22
Calls
$358K
Puts
$421K
Net Calls
-$63K
Net Calls Change
-$7.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
201
Plante Moran Financial Advisors
Michigan
$64K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$64K
ED
203
Exane Derivatives
France
$63.4K
OIA
204
Optimum Investment Advisors
Illinois
$63K +$63K +1,500 New
CWM
205
Cranbrook Wealth Management
Michigan
$57K
TFS
206
TrustCore Financial Services
Tennessee
$56K
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$54K
BFEC
208
Benjamin F. Edwards & Company
Missouri
$52K -$4.93K -117 -9%
FCA
209
FinTrust Capital Advisors
South Carolina
$52K
SWA
210
Sutton Wealth Advisors
Florida
$49.6K +$49.6K +1,178 New
TCM
211
Tradewinds Capital Management
Washington
$46K
BBHC
212
Brown Brothers Harriman & Co
New York
$45K
SWP
213
Strategic Wealth Partners
Ohio
$38K +$38K +907 New
IRC
214
Investors Research Corp
Georgia
$37K +$37K +868 New
PCG
215
Private Capital Group
Connecticut
$35K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$29K
GWS
217
Glassman Wealth Services
Virginia
$26K
GEA
218
Glen Eagle Advisors
New Jersey
$25.3K
LPWM
219
Lake Point Wealth Management
Texas
$25K
MWP
220
MYCIO Wealth Partners
Pennsylvania
$24K +$24K +563 New
LFG
221
LifePlan Financial Group
Ohio
$23K -$8.48K -198 -27%
PA
222
Parallel Advisors
California
$22K +$214 +5 +1%
Parallax Volatility Advisers
223
Parallax Volatility Advisers
California
$15K +$15K +350 +35,000%
WOC
224
West Oak Capital
California
$14K
BlackRock
225
BlackRock
New York
$14K +$173 +4 +1%