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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 %
WS
326
Wedbush Securities
California
$491K -$92.4K -1,679 -16%
DBRC
327
D.B. Root & Company
Pennsylvania
$485K -$415K -7,546 -46%
WA
328
Waverly Advisors
Alabama
$482K – – –
WMA
329
Wealth Management Associates
New Jersey
$481K +$605 +11 +0.1%
CG
330
CFO4Life Group
Texas
$481K – – –
TFS
331
TrustCore Financial Services
Tennessee
$477K +$240K +4,365 +101%
SS
332
Simplicity Solutions
Minnesota
$472K -$2.43M -44,130 -84%
BF
333
BOK Financial
Oklahoma
$460K +$135K +2,460 +42%
AL
334
Aspiriant LLC
California
$455K +$51.2K +931 +13%
HSA
335
HBK Sorce Advisory
Pennsylvania
$445K -$300K -5,443 -40%
V
336
Veritable
Delaware
$445K – – –
CG
337
Corundum Group
Colorado
$440K -$3.96K -72 -0.9%
TCM
338
Tufton Capital Management
Maryland
$437K – – –
FAIM
339
Financial Advocates Investment Management
Washington
$436K -$2.58M -46,935 -86%
FNT
340
First National Trust
Pennsylvania
$433K – – –
SBH
341
Segall Bryant & Hamill
Illinois
$428K +$88.8K +1,617 +26%
BW
342
Bison Wealth
Georgia
$427K +$1.82K +33 +0.4%
LRIA
343
Leonard Rickey Investment Advisors
Washington
$422K +$13.6K +248 +3%
SL
344
Salomon & Ludwin
Virginia
$422K +$45.5K +827 +12%
BCA
345
Bay Colony Advisors
Massachusetts
$419K +$53.5K +972 +15%
MA
346
Mutual Advisors
Nebraska
$415K -$3.92M -71,178 -90%
GCA
347
Gradient Capital Advisors
California
$409K -$1.16K -21 -0.3%
HIC
348
Holderness Investments Company
North Carolina
$398K +$55.5K +1,010 +16%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$396K +$124K +2,256 +46%
RBFC
350
Roman Butler Fullerton & Co
Missouri
$395K +$12.9K +234 +3%
12 13
14
15 16