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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 %
TAM
326
Townsend Asset Management
North Carolina
$615K +$3.14K +67 +0.5%
SF
327
Symphony Financial
Texas
$612K +$612K +12,655 New
Renaissance Technologies
328
Renaissance Technologies
New York
$610K +$610K +13,000 New
IAS
329
IMA Advisory Services
Colorado
$605K -$80.5K -1,714 -12%
MFW
330
Meristem Family Wealth
Minnesota
$597K – – –
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$591K +$168K +3,591 +40%
HFA
332
High Falls Advisors
New York
$584K -$121K -2,577 -17%
CAC
333
Certified Advisory Corp
Florida
$577K +$247K +5,263 +75%
BKA
334
Brick & Kyle Associates
Pennsylvania
$572K +$11.2K +241 +2%
SWP
335
Summit Wealth Partners
Florida
$566K -$142K -3,016 -20%
BMM
336
Berkshire Money Management
Massachusetts
$560K -$22.9M -488,616 -98%
COF
337
Capital One Financial
Virginia
$554K +$554K +11,805 New
LWAC
338
Laurel Wealth Advisors (California)
California
$542K +$23.2K +494 +4%
MIM
339
Moseley Investment Management
Florida
$540K -$136K -2,890 -20%
BFC
340
Bedel Financial Consulting
Indiana
$533K +$375 +8 +0.1%
SC
341
SouthState Corp
Florida
$529K – – –
BCWM
342
Bartlett & Co Wealth Management
Ohio
$524K +$8.77K +187 +2%
BC
343
Bartlett & Co
Ohio
$524K +$524K +11,168 New
MHS
344
M Holdings Securities
Oregon
$520K +$520K +11,073 New
M&T Bank
345
M&T Bank
New York
$519K -$8.2M -174,773 -94%
IP
346
Investment Partners
Ohio
$513K +$235 +5 +0%
VA
347
Valmark Advisers
Ohio
$509K +$25.8K +550 +5%
ACI
348
Alpha Cubed Investments
California
$507K -$127K -2,710 -20%
VAM
349
Verity Asset Management
North Carolina
$504K -$172K -3,668 -25%
HCMT
350
Highland Capital Management (Tennessee)
Tennessee
$504K +$12.8K +272 +3%
12 13
14
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