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Invesco S&P 500 High Dividend Low Volatility ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.52% less ownership

Funds ownership: 32.82%32.31% (-0.52%)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

5% less capital invested

Capital invested by funds: $1B → $955M (-$47.9M)

2% less funds holding

Funds holding: 182178 (-4)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$117M -$7.85M -194,442 -6%
Morgan Stanley
2
Morgan Stanley
New York
$87.2M -$5.53M -136,824 -6%
LPL Financial
3
LPL Financial
California
$66.5M -$4.79M -118,644 -7%
Wells Fargo
4
Wells Fargo
California
$54.2M -$6.06M -150,088 -10%
BA
5
BCM Advisors
Louisiana
$40.5M +$490K +12,139 +1%
UBS Group
6
UBS Group
Switzerland
$37.9M -$14.7M -363,659 -28%
NCM
7
Northside Capital Management
Oregon
$34.8M +$2.13M +52,737 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32M +$1.73M +42,727 +6%
RJA
9
Raymond James & Associates
Florida
$31.4M +$1.22M +30,111 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.2M +$1.54M +38,209 +6%
Ameriprise
11
Ameriprise
Minnesota
$26.4M -$2.5M -62,015 -9%
AWE
12
Avidian Wealth Enterprises
Texas
$20.7M -$15.7M -389,723 -44%
HI
13
Horizon Investments
North Carolina
$16.2M +$1.84M +45,654 +13%
AIP
14
Ahrens Investment Partners
Louisiana
$16M -$383K -9,477 -2%
NPC
15
National Planning Corporation
California
$15.5M +$293K +7,255 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.4M +$208K +5,153 +1%
FAAS
17
First Allied Advisory Services
California
$14.6M -$1.32M -32,659 -8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$13.3M +$245K +6,056 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$12.8M -$654K -16,185 -5%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$11.8M -$497K -12,307 -4%
SI
21
SII Investments
Wisconsin
$10.7M +$594K +14,714 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.5M -$267K -6,618 -3%
MFS
23
Madrona Financial Services
Washington
$9.02M +$663K +16,419 +8%
Stifel Financial
24
Stifel Financial
Missouri
$8.9M -$4.98M -123,436 -36%
BTS
25
BB&T Securities
Virginia
$8.44M +$34.8K +861 +0.4%