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Invesco S&P 500 High Dividend Low Volatility ETF

224 hedge funds and large institutions have $835M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
46
Increased
77
Reduced
69
Closed
18
Calls
$11.9M
Puts
$354K
Net Calls
+$11.5M
Net Calls Change
+$3.53M
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$101M 2,653,389 +2,653,389 New
Bank of America
2
Bank of America
North Carolina
$86M 2,252,517 -23,289 -1%
Morgan Stanley
3
Morgan Stanley
New York
$76.5M 2,001,865 +127,178 +7%
LPL Financial
4
LPL Financial
California
$52.7M 1,380,344 -11,133 -0.8%
BA
5
BCM Advisors
Louisiana
$45.4M 1,189,577 -10,145 -0.8%
Wells Fargo
6
Wells Fargo
California
$42.1M 1,101,901 +71,673 +7%
Ameriprise
7
Ameriprise
Minnesota
$39.1M 1,023,683 +113,696 +12%
UBS Group
8
UBS Group
Switzerland
$26.4M 689,843 +7,405 +1%
RJA
9
Raymond James & Associates
Florida
$24.9M 651,751 +136,941 +27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17M 445,447 +1,265 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.2M 397,740 -2,523,398 -86%
AIP
12
Ahrens Investment Partners
Louisiana
$14.7M 384,206 +40,034 +12%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$11.9M 312,461 +45,267 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$11.4M 298,646 -33,752 -10%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$10.6M 277,162 +268,787 +3,209%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$10.5M 273,858 +166,825 +156%
CAL
17
Capital Analysts LLC
Pennsylvania
$10.3M 270,921 +270,921 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10.3M 270,381 +17,078 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.3M 269,680 -50,468 -16%
BTS
20
BB&T Securities
Virginia
$9.85M 257,921 -16,066 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$9.15M 238,930 +23,741 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.13M 238,975 +46,546 +24%
CCM
23
CWH Capital Management
Washington
$9.11M 238,520 +19,900 +9%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$7.83M 205,079 -17,388 -8%
QI
25
QS Investors
New York
$7.78M 203,546 -20,282 -9%