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

276 hedge funds and large institutions have $1.34B invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
276
Holders Change
+31
Holders Change %
+12.65%
% of All Funds
5.45%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
61
Increased
113
Reduced
69
Closed
26
Calls
$7.47M
Puts
$462K
Net Calls
+$7.01M
Net Calls Change
+$5.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$21.5M
2
AAS
2
Avantax Advisory Services
Texas
$14.7M
3
SMG
3
Smart Money Group
Texas
$14M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$40.8M
5
CCP
5
Cardan Capital Partners
Colorado
$10M

Top Sellers

1
BA
1
BCM Advisors
Louisiana
$39.1M
2
GFPC
2
Global Financial Private Capital
Florida
$2K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 2,847,337 +157,504 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$116M 2,638,432 -41,416 -2%
Bank of America
3
Bank of America
North Carolina
$108M 2,444,610 -26,448 -1%
LPL Financial
4
LPL Financial
California
$67.4M 1,530,981 +151,326 +11%
Wells Fargo
5
Wells Fargo
California
$59.4M 1,349,368 +71,677 +6%
Ameriprise
6
Ameriprise
Minnesota
$52.1M 1,183,124 +5,589 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$47.5M 1,078,571 +122,161 +13%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$40.8M 926,712 +233,107 +34%
BA
9
BCM Advisors
Louisiana
$39.1M 887,895 -179,425 -17%
UBS Group
10
UBS Group
Switzerland
$36.1M 819,609 +61,646 +8%
RJA
11
Raymond James & Associates
Florida
$35.4M 803,950 +39,129 +5%
WP
12
WealthPLAN Partners
Nebraska
$29.9M 692,792 +33,848 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$26.2M 595,375 +51,937 +10%
Invesco
14
Invesco
Georgia
$23.8M 539,798 +4,429 +0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$23.2M 527,993 +22,425 +4%
BCM
16
Brookstone Capital Management
Illinois
$22.5M 510,900 -26,826 -5%
Truist Financial
17
Truist Financial
North Carolina
$21.5M 487,735 +487,735 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$21.1M 478,626 +23,269 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19M 430,818 -84,870 -16%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$17.7M 410,734 +35,260 +9%
AIP
21
Ahrens Investment Partners
Louisiana
$16.1M 365,928 -1,620 -0.4%
AAS
22
Avantax Advisory Services
Texas
$14.7M 334,569 +326,831 +4,224%
SMG
23
Smart Money Group
Texas
$14M 319,017 +319,017 New
Stifel Financial
24
Stifel Financial
Missouri
$13.7M 311,984 +177,556 +132%
CAL
25
Capital Analysts LLC
Pennsylvania
$12.7M 288,101 +3,528 +1%
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