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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$223M
2
Bank of America
Bank of America
North Carolina
$734M
3
Morgan Stanley
Morgan Stanley
New York
$441M
4
GA
Gateway Advisory
New Jersey
$72.5M
5
Wells Fargo
Wells Fargo
California
$143M

Top Sellers

1
KFA
Kays Financial Advisory
Georgia
$1.09M
2
UBS Group
UBS Group
Switzerland
$88.3M
3
HNB
Huntington National Bank
Ohio
$14.5M
4
HCM
Hollencrest Capital Management
California
$0
5
PAG
Private Advisor Group
New Jersey
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$241K -$1.76K -37 -0.7%
LNC
252
Lincoln National Corp
Pennsylvania
$239K -$95.9K -2,024 -29%
SDWMA
253
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$239K +5,041 New
FAIM
254
Financial Advocates Investment Management
Washington
$236K +$236K +4,963 New
EVM
255
Eaton Vance Management
Massachusetts
$235K +$235K +4,965 New
VCM
256
Versant Capital Management
Arizona
$233K +$332 +7 +0.1%
MWP
257
MYCIO Wealth Partners
Pennsylvania
$226K +$854 +18 +0.4%
JCM
258
Jacobi Capital Management
Pennsylvania
$226K +$63.4K +1,338 +39%
IWA
259
Intercontinental Wealth Advisors
Texas
$223K – – –
SBWM
260
Sunflower Bank Wealth Management
Arizona
$222K – – –
BFIM
261
Beese Fulmer Investment Management
Ohio
$221K – – –
TFS
262
TrustCore Financial Services
Tennessee
$212K -$1.99K -42 -0.9%
BAS
263
Brown Advisory Securities
Maryland
$212K – – –
MRC
264
Millburn Ridgefield Corp
New York
$212K +$68.6K +1,445 +48%
1WA
265
180 Wealth Advisors
Washington
$206K – – –
CWA
266
Clarus Wealth Advisors
Arizona
$204K – – –
FANJ
267
Financial Architects (New Jersey)
New Jersey
$203K – – –
PPA
268
Parametric Portfolio Associates
Washington
$200K +$200K +4,226 New
Truist Financial
269
Truist Financial
North Carolina
$200K +$200K +4,229 New
BCA
270
Bay Colony Advisors
Massachusetts
$187K +$187K +3,945 New
TL
271
TrueWealth LLC
Georgia
$183K -$152K -3,197 -45%
Bessemer Group
272
Bessemer Group
New Jersey
$173K – – –
FCMT
273
Founders Capital Management (Texas)
Texas
$167K -$10.4K -220 -6%
CAC
274
Certified Advisory Corp
Florida
$165K -$12.1K -255 -7%
SFSIG
275
San Francisco Sentry Investment Group
California
$144K +$4.73K +100 +3%
9 10
11
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