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Invesco S&P 500 High Dividend Low Volatility ETF
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Overview Fund Activity

164 hedge funds and large institutions have $1.06B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
37
Increased
76
Reduced
37
Closed
18
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$174M
2
QI
QS Investors
New York
$17.6M
3
Wells Fargo
Wells Fargo
California
$68.1M
4
AWE
Avidian Wealth Enterprises
Texas
$35.7M
5
NCM
Northside Capital Management
Oregon
$54.3M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
Morgan Stanley
Morgan Stanley
New York
$106M
3
MIAN
Mariner Independent Advisor Network
Kansas
$0
4
UBS Group
UBS Group
Switzerland
$53.1M
5
FAAS
First Allied Advisory Services
California
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$174M +$34.1M +841,174 +24%
Morgan Stanley
2
Morgan Stanley
New York
$106M -$19.9M -491,418 -16%
Wells Fargo
3
Wells Fargo
California
$68.1M +$13.2M +326,774 +24%
LPL Financial
4
LPL Financial
California
$67.5M +$6.48M +160,389 +11%
NCM
5
Northside Capital Management
Oregon
$54.3M +$7.95M +196,275 +17%
UBS Group
6
UBS Group
Switzerland
$53.1M -$7.36M -181,564 -12%
BA
7
BCM Advisors
Louisiana
$38.2M +$2.75M +67,963 +8%
AWE
8
Avidian Wealth Enterprises
Texas
$35.7M +$10.7M +263,517 +43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.7M -$1.36M -33,491 -4%
RJA
10
Raymond James & Associates
Florida
$27.8M -$6.5M -160,390 -19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.3M +$4.95M +122,292 +23%
Ameriprise
12
Ameriprise
Minnesota
$18.2M +$5.32M +131,279 +41%
QI
13
QS Investors
New York
$17.6M +$17.6M +433,766 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16.3M +$1.55M +38,295 +10%
AIP
15
Ahrens Investment Partners
Louisiana
$15.5M +$649K +16,026 +4%
HI
16
Horizon Investments
North Carolina
$13.4M +$1.38M +33,984 +11%
JCM
17
Janney Capital Management
Pennsylvania
$12.3M +$1.28M +31,663 +12%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$12.1M -$42.1K -1,041 -0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$12M -$581K -14,332 -5%
Stifel Financial
20
Stifel Financial
Missouri
$11.8M +$2.58M +63,671 +28%
NPC
21
National Planning Corporation
California
$11.5M +$914K +22,641 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.6M -$5.88M -145,147 -36%
AG
23
Advisor Group
Arizona
$9.6M +$557K +13,757 +6%
FCAG
24
First Capital Advisors Group
New Jersey
$8.41M +$404K +9,961 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$8.08M -$1.95M -48,173 -19%
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