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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 %
TFA
276
Teamwork Financial Advisors
Texas
$1.15M +$1.15M +19,673 New
SFG
277
Sowa Financial Group
Rhode Island
$1.14M +$1.14M +19,482 New
GRP
278
Global Retirement Partners
California
$1.13M +$116K +1,983 +11%
MOS
279
MGO One Seven
Ohio
$1.12M -$68.5K -1,174 -6%
CWM
280
Cabot Wealth Management
Massachusetts
$1.12M -$1.11K -19 -0.1%
CFGS
281
Concourse Financial Group Securities
Alabama
$1.11M +$873K +14,974 +371%
ONB
282
Old National Bancorp
Indiana
$1.11M – – –
MPCG
283
Matrix Private Capital Group
New York
$1.11M +$1.11M +18,988 New
RIL
284
Rothschild Investment LLC
Illinois
$1.1M +$463K +7,925 +72%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$1.09M +$104K +1,784 +11%
KCM
286
Kendall Capital Management
Maryland
$1.09M – – –
RF
287
RHS Financial
California
$1.08M -$59.4K -1,017 -5%
GI
288
Gradient Investments
Minnesota
$1.07M -$344M -5,902,060 -100%
PA
289
PSI Advisors
Florida
$1.07M +$1.07M +18,263 New
WC
290
Wealth CMT
New Jersey
$1.06M +$1.06M +18,223 New
CCA
291
Clearwater Capital Advisors
Illinois
$1.06M -$8.81K -151 -0.8%
CCP
292
Corient Capital Partners
California
$1.05M – – –
KFA
293
Kays Financial Advisory
Georgia
$1.05M -$1.12M -19,182 -52%
PP
294
PagnatoKarp Partners
Virginia
$1.05M -$352K -6,039 -25%
EFS
295
Essex Financial Services
Connecticut
$1.04M +$138K +2,372 +15%
CIBC World Market
296
CIBC World Market
Ontario, Canada
$1.01M -$3.88M -66,516 -79%
SW
297
SteelPeak Wealth
California
$1.01M +$1.01M +17,363 New
GTAM
298
Global Trust Asset Management
Florida
$1M -$584K -10,012 -37%
MAFM
299
Mid Atlantic Financial Management
Pennsylvania
$999K -$671K -11,502 -40%
BCP
300
Berkeley Capital Partners
Georgia
$976K +$60.3K +1,033 +7%
10 11
12
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