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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$140M
2
CC
Cassaday & Co
Virginia
$37.8M
3
AFG
Albion Financial Group
Utah
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.4M +$17.3K +388 +1%
NFG
227
Next Financial Group
Texas
$1.39M -$998K -21,273 -42%
BFPW
228
BOK Financial Private Wealth
Colorado
$1.36M -$234K -4,987 -15%
EP
229
Eudaimonia Partners
Tennessee
$1.35M +$607K +12,929 +82%
RICHC
230
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.32M +$1.32M +28,131 New
LNC
231
Lincoln National Corp
Pennsylvania
$1.31M +$125K +2,671 +11%
TP
232
Tranquility Partners
Tennessee
$1.3M +$177K +3,768 +16%
TWM
233
Trinity Wealth Management
Pennsylvania
$1.28M -$27.8K -593 -2%
GWM
234
Gray Wealth Management
Maine
$1.28M +$1.28M +27,348 New
CWM
235
Cornerstone Wealth Management
Missouri
$1.27M +$84.6K +1,804 +7%
PGAM
236
Princeton Global Asset Management
New Jersey
$1.26M +$1.25M +26,567 +9,006%
MSAM
237
Moloney Securities Asset Management
Missouri
$1.25M -$49.4K -1,052 -4%
JPLA
238
Joseph P. Lucia & Associates
New York
$1.22M +$252K +5,374 +26%
EFS
239
Essex Financial Services
Connecticut
$1.22M +$384K +8,182 +46%
SP
240
SWS Partners
Ohio
$1.21M +$1.21M +25,820 New
OIA
241
OneDigital Investment Advisors
Kansas
$1.2M -$72.4K -1,543 -6%
LC
242
Landaas & Company
Wisconsin
$1.17M +$48.5K +940 +4%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$1.17M -$72.5K -1,544 -6%
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$1.16M -$1.16M -24,685 -50%
Bank of New York Mellon
245
Bank of New York Mellon
New York
$1.14M -$157K -3,344 -12%
RG
246
Rikoon Group
New Mexico
$1.13M -$6.57K -140 -0.6%
CWM
247
Centric Wealth Management
Illinois
$1.12M -$16.4K -290 -1%
SWM
248
SeaCrest Wealth Management
New York
$1.1M -$51.4K -1,095 -4%
CCM
249
Cribstone Capital Management
Maine
$1.09M -$238K -5,063 -18%
PP
250
Patten & Patten
Tennessee
$1.08M +$40.1K +855 +4%
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