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Invesco S&P 500 High Dividend Low Volatility ETF

148 hedge funds and large institutions have $993M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 21 closing their positions.

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
29
Increased
57
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 3,455,718 -131,115 -4%
Morgan Stanley
2
Morgan Stanley
New York
$122M 3,113,652 +20,914 +0.7%
LPL Financial
3
LPL Financial
California
$59.8M 1,511,411 +10,574 +0.7%
UBS Group
4
UBS Group
Switzerland
$58.5M 1,492,161 -62,540 -4%
Wells Fargo
5
Wells Fargo
California
$53M 1,353,704 -335,809 -20%
NCM
6
Northside Capital Management
Oregon
$44.8M 1,143,671 +246,580 +27%
BA
7
BCM Advisors
Louisiana
$34.3M 875,375 +875,375 New
RJA
8
Raymond James & Associates
Florida
$33.2M 847,336 +14,505 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30M 765,850 +78,622 +11%
RIG
10
RiverFront Investment Group
Virginia
$26.4M 674,428 -119,974 -15%
AWE
11
Avidian Wealth Enterprises
Texas
$24.2M 618,511 +46,259 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.7M 527,838 +56,751 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16M 407,408 -172,579 -30%
MFS
14
MSI Financial Services
Massachusetts
$14.5M 371,046 +127,002 +52%
AIP
15
Ahrens Investment Partners
Louisiana
$14.3M 365,731 +365,731 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$14.3M 364,982 +120,109 +49%
Ameriprise
17
Ameriprise
Minnesota
$12.5M 319,108 +105,738 +50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$12.2M 310,684 +87,046 +39%
FAAS
19
First Allied Advisory Services
California
$12.1M 309,320 +185,925 +151%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$11.8M 301,417 -2,381 -0.8%
HI
21
Horizon Investments
North Carolina
$11.6M 295,603 -19,830 -6%
MIAN
22
Mariner Independent Advisor Network
Kansas
$10.8M 276,774 +13,224 +5%
JCM
23
Janney Capital Management
Pennsylvania
$10.6M 270,784 -6,202 -2%
NPC
24
National Planning Corporation
California
$10.3M 261,020 +53,674 +26%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.71M 247,690 +52,556 +27%