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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 %
CWP
301
Capital Wealth Planning
Florida
$974K +$2.39K +41 +0.2%
CFMC
302
Curbstone Financial Management Corp
New Hampshire
$957K +$32.1K +550 +3%
PMG
303
ProVise Management Group
Florida
$950K -$201K -3,439 -17%
RIA
304
Realta Investment Advisors
Delaware
$943K -$374K -6,535 -28%
SA
305
Strategic Advisors
New York
$941K +$63.4K +1,087 +7%
TC
306
Telemus Capital
Michigan
$935K +$641K +10,991 +218%
EP
307
Eudaimonia Partners
Tennessee
$923K +$923K +15,822 New
NWP
308
Northstar Wealth Partners
Connecticut
$919K +$25.2K +432 +3%
US Bancorp
309
US Bancorp
Minnesota
$919K +$235K +4,018 +34%
IC
310
Iconiq Capital
California
$915K -$103K -1,760 -10%
TA
311
TFG Advisers
Michigan
$915K -$3.21K -55 -0.3%
PA
312
Pinnacle Associates
New York
$911K -$23.3K -400 -2%
SFS
313
Sowell Financial Services
Arkansas
$897K +$317K +5,433 +55%
Prudential Financial
314
Prudential Financial
New Jersey
$887K +$131K +2,247 +17%
CBFP
315
Cedar Brook Financial Partners
Ohio
$886K +$4.32K +74 +0.5%
KWM
316
Kingsview Wealth Management
Oregon
$885K +$147K +2,515 +20%
TWP
317
TFO Wealth Partners
Ohio
$883K +$883K +15,150 New
1W
318
1776 Wealth
Georgia
$880K +$880K +15,091 New
SWP
319
Summit Wealth Partners
Florida
$880K +$880K +15,083 New
HFA
320
High Falls Advisors
New York
$876K -$52.7K -904 -6%
KeyBank National Association
321
KeyBank National Association
Ohio
$875K – – –
VWA
322
V Wealth Advisors
Kansas
$874K – – –
IAS
323
IMA Advisory Services
Colorado
$852K -$86K -1,474 -9%
GFS
324
GYL Financial Synergies
Connecticut
$844K +$117 +2 +0%
VAM
325
Verity Asset Management
North Carolina
$841K -$282K -4,842 -25%
11 12
13
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