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

178 hedge funds and large institutions have $955M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
4.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
12
Increased
69
Reduced
70
Closed
15
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$1.03M

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$2.31M
2
TSS
2
Two Sigma Securities
New York
$2.25M
3
NCM
3
Northside Capital Management
Oregon
$34.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.64M
5
HI
5
Horizon Investments
North Carolina
$16.2M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$20.7M
2
UBS Group
2
UBS Group
Switzerland
$37.9M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$627K
4
Bank of America
4
Bank of America
North Carolina
$117M
5
Wells Fargo
5
Wells Fargo
California
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$117M 2,848,463 -194,442 -6%
Morgan Stanley
2
Morgan Stanley
New York
$87.2M 2,125,200 -136,824 -6%
LPL Financial
3
LPL Financial
California
$66.5M 1,622,603 -118,644 -7%
Wells Fargo
4
Wells Fargo
California
$54.2M 1,321,672 -150,088 -10%
BA
5
BCM Advisors
Louisiana
$40.5M 988,351 +12,139 +1%
UBS Group
6
UBS Group
Switzerland
$37.9M 925,144 -363,659 -28%
NCM
7
Northside Capital Management
Oregon
$34.8M 849,270 +52,737 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32M 779,814 +42,727 +6%
RJA
9
Raymond James & Associates
Florida
$31.4M 765,200 +30,111 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.2M 664,431 +38,209 +6%
Ameriprise
11
Ameriprise
Minnesota
$26.4M 643,050 -62,015 -9%
AWE
12
Avidian Wealth Enterprises
Texas
$20.7M 504,174 -389,723 -44%
HI
13
Horizon Investments
North Carolina
$16.2M 409,718 +45,654 +13%
AIP
14
Ahrens Investment Partners
Louisiana
$16M 390,543 -9,477 -2%
NPC
15
National Planning Corporation
California
$15.5M 377,861 +7,255 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.4M 374,581 +5,153 +1%
FAAS
17
First Allied Advisory Services
California
$14.6M 356,809 -32,659 -8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$13.3M 324,045 +6,056 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$12.8M 311,567 -16,185 -5%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$11.8M 287,246 -12,307 -4%
SI
21
SII Investments
Wisconsin
$10.7M 260,680 +14,714 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.5M 256,355 -6,618 -3%
MFS
23
Madrona Financial Services
Washington
$9.02M 219,940 +16,419 +8%
Stifel Financial
24
Stifel Financial
Missouri
$8.9M 217,013 -123,436 -36%
BTS
25
BB&T Securities
Virginia
$8.44M 205,754 +861 +0.4%
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