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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 %
CWM
301
Chicago Wealth Management
Illinois
$724K +$539K +11,487 +291%
PMG
302
ProVise Management Group
Florida
$723K -$41K -873 -5%
PF
303
Phoenix Financial
Israel
$716K +$716K +15,617 New
AW
304
ACG Wealth
Georgia
$705K +$36.3K +773 +5%
KeyBank National Association
305
KeyBank National Association
Ohio
$704K – – –
SW
306
SteelPeak Wealth
California
$701K -$114K -2,431 -14%
PPA
307
Parametric Portfolio Associates
Washington
$689K +$467K +9,946 +210%
SMFG
308
Sumitomo Mitsui Financial Group
Japan
$687K +$140K +2,984 +26%
BSW
309
Buckingham Strategic Wealth
Missouri
$687K +$687K +14,646 New
GFS
310
GYL Financial Synergies
Connecticut
$679K +$141 +3 +0%
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$675K -$317K -6,972 -32%
WC
312
Wealth CMT
New Jersey
$675K -$180K -3,829 -21%
SG
313
StoneX Group
New York
$673K +$31.6K +673 +5%
CIR
314
Clear Investment Research
Georgia
$670K +$126K +2,674 +23%
KWM
315
Kingsview Wealth Management
Oregon
$664K -$48K -1,022 -7%
SG Americas Securities
316
SG Americas Securities
New York
$664K – – –
NWP
317
Northstar Wealth Partners
Connecticut
$642K -$96.8K -2,065 -13%
AIA
318
Alera Investment Advisors
Illinois
$637K – – –
G
319
GenTrust
Florida
$635K -$4.97K -106 -0.8%
IC
320
Iconiq Capital
California
$632K -$104K -2,223 -14%
PIMG
321
Patriot Investment Management Group
Tennessee
$624K – – –
BCM
322
Bayesian Capital Management
New York
$624K +$455K +9,707 +270%
AIA
323
Allied Investment Advisors
Montana
$616K – – –
RF
324
RHS Financial
California
$615K -$250K -5,338 -29%
BBA
325
Braun-Bostich & Associates
Pennsylvania
$615K -$3.97K -89 -0.6%
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