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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.04B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
36
Increased
107
Reduced
149
Closed
38
Calls
$2.08M
Puts
$4.63M
Net Calls
-$2.56M
Net Calls Change
-$1.43M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$38M
2
KFA
Kays Financial Advisory
Georgia
+$18.7M
3
PI
PFS Investments
Georgia
+$9.73M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
CL
CPWM LLC
Washington
+$8.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$556M
2
Bank of America
Bank of America
North Carolina
-$197M
3
EK
Evensky & Katz
Florida
-$23.4M
4
UBS Group
UBS Group
Switzerland
-$17.5M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$15K – – –
AIM
352
Anchor Investment Management
South Carolina
$14.1K – – –
WT
353
Whittier Trust
California
$14K – – –
BWA
354
BDO Wealth Advisors
Florida
$14K +$14K +306 New
TDC
355
Thompson Davis & Co
Virginia
$13K +$5.51K +117 +74%
EK
356
Evensky & Katz
Florida
$12K -$23.4M -535,735 -100%
VCM
357
Vigilant Capital Management
Maine
$12K – – –
SIS
358
Sound Income Strategies
Florida
$12K – – –
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
SWMG
360
Signature Wealth Management Group
Georgia
$10K – – –
WCAMG
361
Woodard & Company Asset Management Group
North Carolina
$10K – – –
Deutsche Bank
362
Deutsche Bank
Germany
$9K +$9K +193 New
CC
363
Cassaday & Co
Virginia
$7K +$7K +158 New
AIP
364
Ameritas Investment Partners
Nebraska
$6K +$44 +1 +0.7%
YWP
365
YorkBridge Wealth Partners
New York
$5K – – –
SIM
366
Sonora Investment Management
Arizona
$4.74K +$4.74K +101 New
CFD
367
Creative Financial Designs
Indiana
$4K +$4K +94 New
Nomura Holdings
368
Nomura Holdings
Japan
$3.14K -$4.73K -100,600 -60%
Mirae Asset Global Investments
369
Mirae Asset Global Investments
South Korea
– -$8.41M -176,200 Closed
OTC
370
Opera Trading Capital
France
– -$3.11M -65,200 Closed
FTUS
371
Flow Traders U.S.
New York
– -$2.14M -44,823 Closed
ACM
372
Avalon Capital Management
California
– -$1.82M -38,013 Closed
BAM
373
Belpointe Asset Management
Nevada
– -$1.74M -36,374 Closed
CIAS
374
Capital Investment Advisory Services
North Carolina
– -$1.69M -35,443 Closed
GI
375
Glovista Investments
New Jersey
– -$1.68M -35,316 Closed
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15
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