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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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$1.05M +$171K +3,643 +20%
JFA
252
Johanson Financial Advisors
California
$1.04M -$63.2M -1,343,051 -98%
BCM
253
Beck Capital Management
Texas
$1.04M -$191K -4,080 -16%
KA
254
Kovack Advisors
Florida
$1.02M +$64.1K +1,366 +7%
UR
255
USCA RIA
Texas
$1.01M -$999K -21,284 -50%
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$1.01M -$290K -6,182 -22%
Prudential Financial
257
Prudential Financial
New Jersey
$988K +$274K +5,847 +38%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$985K +$985K +21,001 New
AWM
259
Aries Wealth Management
Maine
$976K -$7.15K -157 -0.7%
RIL
260
Rothschild Investment LLC
Illinois
$975K +$88K +1,875 +10%
SFG
261
Sowa Financial Group
Rhode Island
$967K +$52.7K +1,122 +6%
Northern Trust
262
Northern Trust
Illinois
$962K -$3.75K -80 -0.4%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$948K -$967K -20,600 -50%
WWM
264
Windsor Wealth Management
Indiana
$948K +$598K +12,741 +171%
PP
265
Professional Planning
California
$947K -$39.8K -849 -4%
GA
266
Gateway Advisory
New Jersey
$939K -$37.4M -797,287 -98%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$923K -$93.3K -1,988 -9%
FIG
268
FundX Investment Group
California
$921K -$32.5M -691,854 -97%
IAA
269
Independent Advisor Alliance
North Carolina
$898K -$6.72M -143,333 -88%
BFO
270
Biltmore Family Office
North Carolina
$886K -$299K -6,375 -25%
PP
271
PagnatoKarp Partners
Virginia
$883K +$42.3K +901 +5%
TFA
272
Teamwork Financial Advisors
Texas
$882K -$41.1K -876 -4%
KCM
273
Kendall Capital Management
Maryland
$873K – – –
MPCG
274
Matrix Private Capital Group
New York
$870K -$20.9K -445 -2%
SBSB
275
Sullivan, Bruyette, Speros & Blaney
Virginia
$868K -$176K -3,747 -17%
9 10
11
12 13