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Invesco S&P 500 High Dividend Low Volatility ETF

143 hedge funds and large institutions have $970M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
34
Increased
64
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$140M 3,586,833 -128,656 -3%
Morgan Stanley
2
Morgan Stanley
New York
$120M 3,092,738 +183,828 +6%
Wells Fargo
3
Wells Fargo
California
$65.7M 1,689,513 +108,441 +7%
UBS Group
4
UBS Group
Switzerland
$60.5M 1,554,701 -48,740 -3%
LPL Financial
5
LPL Financial
California
$57.3M 1,500,837 +313,380 +26%
NCM
6
Northside Capital Management
Oregon
$34.9M 897,091 +220,500 +33%
RJA
7
Raymond James & Associates
Florida
$32.4M 832,831 +185,761 +29%
RIG
8
RiverFront Investment Group
Virginia
$30.9M 794,402 -82,535 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.7M 687,228 +18,720 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.6M 579,987 -234,379 -29%
AWE
11
Avidian Wealth Enterprises
Texas
$22.3M 572,252 +572,252 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$18.9M 486,797 +39,605 +9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$18.3M 471,087 +130,564 +38%
HI
14
Horizon Investments
North Carolina
$12.3M 315,433 +138,654 +78%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$11.8M 303,798 +8,329 +3%
AIM
16
Astor Investment Management
Illinois
$11.6M 299,013 -15,607 -5%
KA
17
Kovack Advisors
Florida
$11.6M 298,177 +12,912 +5%
JCM
18
Janney Capital Management
Pennsylvania
$10.8M 276,986 -51,523 -16%
AG
19
Advisor Group
Arizona
$10.7M 275,405 +20,558 +8%
MIAN
20
Mariner Independent Advisor Network
Kansas
$10.3M 263,550 +263,550 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.53M 244,873 +17,291 +8%
MFS
22
MSI Financial Services
Massachusetts
$9.5M 244,044 +102,520 +72%
ACM
23
Aviance Capital Management
Florida
$9.15M 235,102 +5,383 +2%
Stifel Financial
24
Stifel Financial
Missouri
$9.05M 232,997 +117,027 +101%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.7M 223,638 +93,319 +72%