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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$558M
2
GA
2
Gateway Advisory
New Jersey
$94.2M
3
PFS
3
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
5
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
3
UBS Group
Switzerland
$102M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
5
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
226
Global Trust Asset Management
Florida
$1.27M +$240K +4,365 +23%
JFA
227
Johanson Financial Advisors
California
$1.25M +$7.7K +140 +0.6%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$1.24M -$492K -8,946 -28%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$1.24M -$34.2K -622 -3%
AW
230
ACG Wealth
Georgia
$1.23M -$12.4K -226 -1%
LC
231
Landaas & Company
Wisconsin
$1.22M +$1.1K +20 +0.1%
SBSB
232
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.2M +$236K +4,285 +24%
KCM
233
Kendall Capital Management
Maryland
$1.2M – – –
BBA
234
Braun-Bostich & Associates
Pennsylvania
$1.15M -$321K -5,825 -22%
RF
235
RHS Financial
California
$1.15M -$83.4K -1,516 -7%
RFN
236
RDA Financial Network
Iowa
$1.12M +$411K +6,820 +58%
NWS
237
Newport Wealth Strategies
California
$1.1M -$50.5K -898 -4%
3AM
238
3D Asset Management
Connecticut
$1.1M -$65K -1,180 -6%
MOS
239
MGO One Seven
Ohio
$1.1M +$39.1K +711 +4%
OWM
240
Opes Wealth Management
California
$1.1M +$1.1M +19,962 New
CWM
241
Centric Wealth Management
Illinois
$1.1M -$159K -2,894 -13%
AWM
242
Aries Wealth Management
Maine
$1.09M -$40.1K -714 -4%
PP
243
Patten & Patten
Tennessee
$1.06M +$2.75K +50 +0.3%
CWM
244
Cabot Wealth Management
Massachusetts
$1.06M -$1.98K -36 -0.2%
CCP
245
Corient Capital Partners
California
$1.04M -$66.3K -1,205 -6%
CWP
246
Capital Wealth Planning
Florida
$1.02M +$1.02M +18,496 New
CCA
247
Clearwater Capital Advisors
Illinois
$1.01M -$30.7K -558 -3%
BFO
248
Biltmore Family Office
North Carolina
$1.01M -$120K -2,180 -11%
LNC
249
Lincoln National Corp
Pennsylvania
$992K +$578K +10,505 +140%
PMG
250
ProVise Management Group
Florida
$990K +$340K +6,177 +52%
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