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Invesco S&P 500 High Dividend Low Volatility ETF

245 hedge funds and large institutions have $1.2B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
96
Reduced
82
Closed
24
Calls
$2.62M
Puts
$814K
Net Calls
+$1.8M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$114K +$15.2K +360 +15%
ASN
202
Advisory Services Network
Georgia
$105K
AAP
203
Arax Advisory Partners
Colorado
$75K +$847 +20 +1%
MIFH
204
Migdal Insurance & Financial Holdings
Israel
$71K
PMFA
205
Plante Moran Financial Advisors
Michigan
$65K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$64K
FCA
207
FinTrust Capital Advisors
South Carolina
$61K +$8.67K +203 +17%
TFS
208
TrustCore Financial Services
Tennessee
$57K
IA
209
IFP Advisors
Florida
$56K +$56K +1,292 New
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$54K
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K +$53K +1,250 New
CFG
212
Citizens Financial Group
Rhode Island
$51K +$51K +1,191 New
SWA
213
Sutton Wealth Advisors
Florida
$50.2K
TCM
214
Tradewinds Capital Management
Washington
$46K
BBHC
215
Brown Brothers Harriman & Co
New York
$45K
OIA
216
Optimum Investment Advisors
Illinois
$43K -$21.5K -500 -33%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$41K +$11.2K +260 +38%
PCG
218
Private Capital Group
Connecticut
$36K
MWP
219
MYCIO Wealth Partners
Pennsylvania
$33K +$9K +211 +37%
GWS
220
Glassman Wealth Services
Virginia
$26K
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$26K +$26K +607 New
GEA
222
Glen Eagle Advisors
New Jersey
$25.6K
EWA
223
Evolution Wealth Advisors
Florida
$25K -$1.28M -29,425 -98%
LFG
224
LifePlan Financial Group
Ohio
$23K
PA
225
Parallel Advisors
California
$22K +$254 +6 +1%