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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 %
VWA
276
V Wealth Advisors
Kansas
$855K +$147K +3,132 +21%
US Bancorp
277
US Bancorp
Minnesota
$845K +$106K +2,263 +14%
KFA
278
Kays Financial Advisory
Georgia
$837K -$4.88K -104 -0.6%
ACM
279
Allred Capital Management
Texas
$834K -$205K -4,363 -20%
CWP
280
Capital Wealth Planning
Florida
$829K +$45.6K +971 +6%
CG
281
Corundum Group
Colorado
$825K +$457K +9,749 +124%
NWS
282
Newport Wealth Strategies
California
$824K -$281K -5,450 -25%
CFGS
283
Concourse Financial Group Securities
Alabama
$824K -$67.8K -1,446 -8%
HCM
284
Hengehold Capital Management
Ohio
$823K +$823K +17,530 New
MOS
285
MGO One Seven
Ohio
$821K -$81.8K -1,743 -9%
Comerica Bank
286
Comerica Bank
Texas
$812K +$133K +2,706 +20%
TWP
287
TFO Wealth Partners
Ohio
$806K +$95.5K +2,037 +13%
MAFM
288
Mid Atlantic Financial Management
Pennsylvania
$805K +$704 +15 +0.1%
Simplex Trading
289
Simplex Trading
Illinois
$805K +$332K +7,088 +70%
SA
290
Strategic Advisors
New York
$804K +$449 +9 +0.1%
PJB
291
Paul John Balson
California
$797K +$797K +16,989 New
MCM
292
Mattern Capital Management
Colorado
$793K -$4.37M -93,203 -85%
CCP
293
Corient Capital Partners
California
$793K -$51K -1,087 -6%
SF
294
Synovus Financial
Georgia
$784K +$738K +15,689 +1,617%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$783K -$31.7K -677 -4%
CCA
296
Clearwater Capital Advisors
Illinois
$782K -$70.3K -1,500 -8%
RIA
297
Realta Investment Advisors
Delaware
$781K +$8.35K +178 +1%
CFMC
298
Curbstone Financial Management Corp
New Hampshire
$769K – – –
TA
299
TFG Advisers
Michigan
$735K -$375 -8 -0.1%
DAS
300
Dynamic Advisor Solutions
Arizona
$727K -$247K -5,261 -25%
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