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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
226
HSBC Holdings
United Kingdom
$1.92M +$1.92M +33,001 New
ONST
227
Old North State Trust
North Carolina
$1.88M -$933 -16 -0%
CAG
228
Crestwood Advisors Group
Massachusetts
$1.86M +$242K +4,153 +15%
OWM
229
Opes Wealth Management
California
$1.85M +$597K +10,233 +47%
AWS
230
AJ Wealth Strategies
New York
$1.84M – – –
CAS
231
Cascadia Advisory Services
Oregon
$1.83M +$1.83M +31,426 New
IAN
232
Integrated Advisors Network
Texas
$1.8M +$1.8M +30,835 New
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$1.8M -$105K -1,814 -6%
AWM
234
AE Wealth Management
Kansas
$1.77M -$3.26M -55,898 -65%
GT
235
Glenmede Trust
Pennsylvania
$1.74M +$207K +3,551 +14%
RFN
236
RDA Financial Network
Iowa
$1.73M +$60 +1 +0%
HAS
237
HBW Advisory Services
California
$1.68M +$460K +7,922 +38%
FHA
238
First Horizon Advisors
Tennessee
$1.68M -$42.5K -729 -2%
CCM
239
Cribstone Capital Management
Maine
$1.65M -$1.23M -21,113 -43%
N
240
Natixis
France
$1.65M -$19.3K -333 -1%
DBT
241
Dubuque Bank & Trust
Iowa
$1.65M +$1.65M +28,350 New
TWM
242
Trinity Wealth Management
Pennsylvania
$1.63M +$1.63M +27,958 New
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$1.61M -$518K -8,890 -24%
MSAM
244
Moloney Securities Asset Management
Missouri
$1.61M +$44.6K +764 +3%
Bank of New York Mellon
245
Bank of New York Mellon
New York
$1.61M -$2.22K -38 -0.1%
RWMH
246
Riverpoint Wealth Management Holdings
Illinois
$1.59M +$34K +583 +2%
OIA
247
OneDigital Investment Advisors
Kansas
$1.58M +$83.7K +1,435 +6%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$1.55M +$13.1K +225 +0.9%
BCM
249
Beck Capital Management
Texas
$1.53M -$143K -2,460 -9%
IRC
250
Investors Research Corp
Georgia
$1.52M +$98.3K +1,685 +7%
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