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

206 hedge funds and large institutions have $985M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
206
Holders Change
+28
Holders Change %
+15.73%
% of All Funds
4.68%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
45
Increased
78
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
CWH Capital Management
Washington
$11.7M
2
SWM
2
Sequoia Wealth Management
Illinois
$9.2M
3
IA
3
IFG Advisory
Georgia
$8.79M
4
AFA
4
Aurora Financial Advisors
Massachusetts
$6M
5
KA
5
Kovack Advisors
Florida
$5.78M

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
HI
3
Horizon Investments
North Carolina
$7.35M
4
CCP
4
Cardan Capital Partners
Colorado
$220K
5
SPL
5
Smart Portfolios LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$126M 2,974,484 +126,021 +4%
Morgan Stanley
2
Morgan Stanley
New York
$91.3M 2,150,643 +25,443 +1%
LPL Financial
3
LPL Financial
California
$74.6M 1,757,160 +134,557 +8%
Wells Fargo
4
Wells Fargo
California
$53.2M 1,253,850 -67,822 -5%
BA
5
BCM Advisors
Louisiana
$43M 1,013,093 +24,742 +3%
UBS Group
6
UBS Group
Switzerland
$37.5M 883,723 -41,421 -4%
NCM
7
Northside Capital Management
Oregon
$34.6M 814,327 -34,943 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32.2M 757,999 -21,815 -3%
RJA
9
Raymond James & Associates
Florida
$30.1M 708,708 -56,492 -7%
Ameriprise
10
Ameriprise
Minnesota
$29.7M 696,238 +53,188 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$29.6M 697,945 +33,514 +5%
AIP
12
Ahrens Investment Partners
Louisiana
$16.5M 389,478 -1,065 -0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.9M 374,475 +50,430 +16%
FAAS
14
First Allied Advisory Services
California
$15.2M 358,166 +1,357 +0.4%
MML Investors Services
15
MML Investors Services
Massachusetts
$13.8M 326,018 +14,451 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.4M 315,122 +58,767 +23%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$12M 281,935 -5,311 -2%
CCM
18
CWH Capital Management
Washington
$11.7M 275,440 +275,440 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$11.2M 263,599 +101,809 +63%
SI
20
SII Investments
Wisconsin
$11M 258,814 -1,866 -0.7%
BTS
21
BB&T Securities
Virginia
$10.2M 240,503 +34,749 +17%
MFS
22
Madrona Financial Services
Washington
$9.58M 225,688 +5,748 +3%
SWM
23
Sequoia Wealth Management
Illinois
$9.2M 215,119 +215,119 New
AG
24
Advisor Group
Arizona
$9.1M 214,403 +16,771 +8%
IA
25
IFG Advisory
Georgia
$8.79M 215,130 +215,130 New
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