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

240 hedge funds and large institutions have $1.17B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
5.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
26
Increased
101
Reduced
73
Closed
22
Calls
$358K
Puts
$421K
Net Calls
-$63K
Net Calls Change
-$7.8M

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$25.4M
2
WP
2
WealthPLAN Partners
Nebraska
$25.9M
3
Invesco
3
Invesco
Georgia
$21.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.1M
5
MPM
5
Meritage Portfolio Management
Kansas
$9.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
Wells Fargo
2
Wells Fargo
California
$51.7M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$3.69M
4
MFS
4
Madrona Financial Services
Washington
$3.91M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 2,744,273 +159,245 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$110M 2,619,647 -66,897 -2%
Bank of America
3
Bank of America
North Carolina
$108M 2,572,414 -667,730 -21%
LPL Financial
4
LPL Financial
California
$63M 1,495,146 +135,608 +10%
Ameriprise
5
Ameriprise
Minnesota
$54.9M 1,311,355 +30,823 +2%
Wells Fargo
6
Wells Fargo
California
$51.7M 1,227,226 -137,406 -10%
BA
7
BCM Advisors
Louisiana
$48.8M 1,158,953 -19,260 -2%
UBS Group
8
UBS Group
Switzerland
$30.6M 726,440 +31,738 +5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$26.1M 624,945 +258,146 +70%
WP
10
WealthPLAN Partners
Nebraska
$25.9M 633,045 +608,223 +2,450%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.7M 609,202 +84,776 +16%
BCM
12
Brookstone Capital Management
Illinois
$25.4M 601,984 +601,984 New
RJA
13
Raymond James & Associates
Florida
$24.2M 574,731 -13,056 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22.2M 526,163 +57,798 +12%
Invesco
15
Invesco
Georgia
$21.9M 520,721 +318,336 +157%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.2M 502,418 +61,969 +14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$16.8M 399,007 +30,781 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$16M 379,686 +11,777 +3%
AIP
19
Ahrens Investment Partners
Louisiana
$15.8M 375,015 -1,742 -0.5%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$14.1M 335,381 +34,127 +11%
MIAN
21
Mariner Independent Advisor Network
Kansas
$13.9M 330,378 +7,279 +2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13.2M 314,073 -47,275 -13%
CAL
23
Capital Analysts LLC
Pennsylvania
$11.7M 278,179 -360 -0.1%
MML Investors Services
24
MML Investors Services
Massachusetts
$11.1M 264,677 +5,386 +2%
AG
25
Advisor Group
Arizona
$10.6M 251,109 +43,023 +21%
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