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Invesco S&P 500 High Dividend Low Volatility ETF

251 hedge funds and large institutions have $771M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

3.78% less ownership

Funds ownership: 36.79%33.01% (-3.8%)

9% less funds holding

Funds holding: 277251 (-26)

17% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.41M

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

43% less capital invested

Capital invested by funds: $1.35B → $771M (-$574M)

67% less funds holding in top 10

Funds holding in top 10: 124 (-8)

Holders
251
Holders Change
-26
Holders Change %
-9.39%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
36
Increased
83
Reduced
91
Closed
58
Calls
$1.17M
Puts
$1.41M
Net Calls
-$232K
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$85.4M +$8.11M +207,106 +8%
Bank of America
2
Bank of America
North Carolina
$66.9M -$8.43M -215,282 -9%
Morgan Stanley
3
Morgan Stanley
New York
$63.1M -$29.2M -744,868 -26%
Wells Fargo
4
Wells Fargo
California
$51.3M +$14.1M +358,888 +27%
LPL Financial
5
LPL Financial
California
$40.3M -$7.35M -187,628 -12%
RJA
6
Raymond James & Associates
Florida
$34.8M +$14M +356,514 +44%
Ameriprise
7
Ameriprise
Minnesota
$31.9M -$4.73M -120,828 -10%
QI
8
QS Investors
New York
$24.8M +$26.4M +672,753 +434%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.7M -$13.9M -354,851 -33%
UBS Group
10
UBS Group
Switzerland
$20.2M -$5.7M -145,435 -18%
Invesco
11
Invesco
Georgia
$18.8M +$3.44M +87,770 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16M +$140K +3,566 +0.7%
Truist Financial
13
Truist Financial
North Carolina
$15.7M +$1.44M +36,732 +8%
BCM
14
Brookstone Capital Management
Illinois
$14.4M -$1.26M -32,067 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.4M +$567K +14,486 +3%
RW
16
RVW Wealth
California
$10.4M +$13.6M +346,774 New
Osaic Holdings
17
Osaic Holdings
Arizona
$10.3M +$13.4M +342,813 New
PIN
18
Prudent Investors Network
California
$10.1M +$12.9M +329,607 +4,265%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.29M -$6.63M -169,206 -35%
AAS
20
Avantax Advisory Services
Texas
$8.93M -$1.44M -36,694 -11%
AWE
21
Avidian Wealth Enterprises
Texas
$7.29M +$229K +5,851 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.27M -$13.8M -353,096 -59%
Stifel Financial
23
Stifel Financial
Missouri
$7.24M -$2.79M -71,169 -23%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.41M -$890K -22,730 -10%
CCM
25
CWH Capital Management
Washington
$6.4M +$1.16M +29,676 +16%