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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

459 hedge funds and large institutions have $3.87B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+71
Holders Change %
+18.3%
% of All Funds
10.24%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
1.09%
New
105
Increased
149
Reduced
117
Closed
30
Calls
$1.42M
Puts
$350K
Net Calls
+$1.07M
Net Calls Change
+$3.52M

Top Buyers

1
GI
Gradient Investments
Minnesota
$333M
2
Wells Fargo
Wells Fargo
California
$215M
3
BCI
Brinker Capital Investments
Pennsylvania
$66M
4
UBS Group
UBS Group
Switzerland
$136M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$102M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$297M
2
Bank of America
Bank of America
North Carolina
$296M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$302K
4
GA
Gateway Advisory
New Jersey
$32.2M
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
326
MA Private Wealth
California
$254K +$254K +5,440 New
Comerica Bank
327
Comerica Bank
Texas
$252K -$375K -7,723 -60%
CFA
328
Cahill Financial Advisors
Minnesota
$251K -$89.9K -1,924 -26%
SIG
329
Sargent Investment Group
Maryland
$250K +$250K +5,355 New
BRWM
330
B. Riley Wealth Management
Tennessee
$249K +$249K +5,330 New
MA
331
Mutual Advisors
Nebraska
$248K -$9.32K -200 -4%
PFT
332
Providence First Trust
Arizona
$244K -$15K -321 -6%
CC
333
Courier Capital
New York
$241K – – –
PW
334
Peninsula Wealth
California
$241K – – –
CIBC World Market
335
CIBC World Market
Ontario, Canada
$238K +$238K +5,093 New
CAM
336
Cresset Asset Management
Illinois
$238K +$238K +5,096 New
CWA
337
Clarus Wealth Advisors
Arizona
$237K -$8.31K -178 -3%
SDWMA
338
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K -$931 -20 -0.4%
WIA
339
World Investment Advisors
California
$232K +$232K +4,581 New
FHC
340
First Heartland Consultants
Missouri
$225K +$225K +4,827 New
ME
341
McIlrath & Eck
Washington
$222K -$30.4K -650 -12%
PP
342
PDS Planning
Ohio
$222K +$222K +4,755 New
BFIM
343
Beese Fulmer Investment Management
Ohio
$217K – – –
SBWM
344
Sunflower Bank Wealth Management
Arizona
$216K – – –
1WA
345
180 Wealth Advisors
Washington
$215K – – –
SP
346
Successful Portfolios
Florida
$214K -$22.1K -475 -9%
CPO
347
Cerity Partners OCIO
New York
$214K +$214K +4,580 New
RG
348
Rathbones Group
United Kingdom
$212K +$212K +4,555 New
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$203K +$203K +4,353 New
FHA
350
First Horizon Advisors
Tennessee
$198K +$151K +3,244 +324%
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