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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$558M
2
GA
2
Gateway Advisory
New Jersey
$94.2M
3
PFS
3
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
5
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
3
UBS Group
Switzerland
$102M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
5
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
301
Essex Financial Services
Connecticut
$608K +$608K +11,054 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$604K -$110 -2 -0%
BC
303
Bartlett & Co
Ohio
$604K -$110 -2 -0%
AAS
304
Avantax Advisory Services
Texas
$604K +$9.63K +175 +2%
MIM
305
Moseley Investment Management
Florida
$602K – – –
IP
306
Investment Partners
Ohio
$600K -$27.8K -505 -4%
ACI
307
Alpha Cubed Investments
California
$593K +$178K +3,239 +43%
SHA
308
Seneca House Advisors
Virginia
$586K +$103K +1,839 +21%
CIR
309
Clear Investment Research
Georgia
$584K +$85.3K +1,551 +17%
JCM
310
Jacobi Capital Management
Pennsylvania
$579K +$62K +1,126 +12%
COI
311
Capital One Investing
Virginia
$564K +$192K +3,489 +52%
PAM
312
Private Asset Management
California
$561K -$16.5K -300 -3%
EHPM
313
Emery Howard Portfolio Management
California
$561K – – –
WDL
314
Well Done LLC
Michigan
$554K -$2.2K -40 -0.4%
MHS
315
M Holdings Securities
Oregon
$554K +$7.37K +134 +1%
IWC
316
Integrated Wealth Concepts
Massachusetts
$547K -$88.4K -1,606 -14%
EWM
317
Empirical Wealth Management
Washington
$541K +$98.1K +1,784 +22%
BWCS
318
Beirne Wealth Consulting Services
Connecticut
$533K – – –
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$527K +$110K +1,995 +26%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$520K +$105K +1,909 +25%
ACS
321
Archford Capital Strategies
Illinois
$517K -$209K -3,800 -29%
GLLW
322
Graves Light Lenhart Wealth
Virginia
$513K – – –
ATC
323
Argent Trust Co
Tennessee
$505K – – –
JA
324
JOYN Advisors
Georgia
$505K +$43.4K +800 +9%
PP
325
Paloma Partners
Connecticut
$497K +$73.2K +1,331 +17%
11 12
13
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