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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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$205K +$205K +4,653 New
William Blair & Company
202
William Blair & Company
Illinois
$201K +$12.5K +284 +7%
MA
203
Mutual Advisors
Nebraska
$200K -$13.3K -303 -6%
PVH
204
Psagot Value Holdings
Israel
$179K -$319K -7,245 -64%
MI
205
Moneywise Inc
Virginia
$178K +$178K +4,171 New
ASN
206
Advisory Services Network
Georgia
$154K +$44.6K +1,014 +41%
FHA
207
Flagship Harbor Advisors
Massachusetts
$153K +$10.5K +240 +7%
SFSIG
208
San Francisco Sentry Investment Group
California
$142K +$1.24K +28 +0.9%
SMG
209
Spectrum Management Group
Indiana
$140K – – –
AA
210
Advisory Alpha
Michigan
$130K -$10.9K -250 -8%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$126K +$8.77K +200 +7%
CG
212
Cutler Group
California
$101K +$101K +2,300 New
HFS
213
HBC Financial Services
Washington
$100K +$100K +2,300 New
SWM
214
Sugarloaf Wealth Management
Georgia
$95K +$95K +2,150 New
CCA
215
Column Capital Advisors
Indiana
$89K +$89K +2,024 New
FCA
216
FinTrust Capital Advisors
South Carolina
$83K +$20.3K +462 +32%
CFG
217
Citizens Financial Group
Rhode Island
$81K +$28.7K +652 +55%
AAP
218
Arax Advisory Partners
Colorado
$79K +$839 +19 +1%
SMFS
219
Squar Milner Financial Services
California
$69K +$69K +1,577 New
PMFA
220
Plante Moran Financial Advisors
Michigan
$67K – – –
TCWM
221
Total Clarity Wealth Management
Illinois
$66K +$66K +1,497 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$64K – – –
TAM
223
Townsend Asset Management
North Carolina
$61K +$61K +1,375 New
TFS
224
TrustCore Financial Services
Tennessee
$59K – – –
VCS
225
Vaughan & Co Securities
New Jersey
$55.7K +$55.7K +1,266 New
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9
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