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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$223M
2
Bank of America
Bank of America
North Carolina
$734M
3
Morgan Stanley
Morgan Stanley
New York
$441M
4
GA
Gateway Advisory
New Jersey
$72.5M
5
Wells Fargo
Wells Fargo
California
$143M

Top Sellers

1
KFA
Kays Financial Advisory
Georgia
$1.09M
2
UBS Group
UBS Group
Switzerland
$88.3M
3
HNB
Huntington National Bank
Ohio
$14.5M
4
HCM
Hollencrest Capital Management
California
$0
5
PAG
Private Advisor Group
New Jersey
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
351
Signature Wealth Management Group
Georgia
$10K – – –
SMFS
352
Squar Milner Financial Services
California
$10K +$10K +219 New
TDC
353
Thompson Davis & Co
Virginia
$9K -$3.87K -83 -30%
Deutsche Bank
354
Deutsche Bank
Germany
$9K – – –
AIP
355
Ameritas Investment Partners
Nebraska
$6K +$43 +1 +0.7%
YWP
356
YorkBridge Wealth Partners
New York
$5K – – –
CFD
357
Creative Financial Designs
Indiana
$4K – – –
B
358
Bridgeworth
Alabama
$4K +$4K +99 New
NA
359
NewEdge Advisors
Louisiana
$1.51K +$418 +8,804 +38%
NDSI
360
Newman Dignan & Sheerar Inc
Rhode Island
$248 – – –
FRA
361
Front Row Advisors
California
$109 – – –
BCWM
362
Bartlett & Co Wealth Management
Ohio
$95 +$95 +2 New
HCM
363
Hollencrest Capital Management
California
– -$11.8M -251,696 Closed
BGDI
364
BW Gestao de Investimentos
Brazil
– -$4.7M -100,000 Closed
EFS
365
Essex Financial Services
Connecticut
– -$4.32M -92,049 Closed
MIAN
366
Mariner Independent Advisor Network
Kansas
– -$3.7M -78,683 Closed
BNP Paribas Financial Markets
367
BNP Paribas Financial Markets
France
– -$3.68M -78,248 Closed
SC
368
Scotia Capital
Ontario, Canada
– -$3.54M -75,329 Closed
Nomura Holdings
369
Nomura Holdings
Japan
– -$3.14K -66,900 Closed
TC
370
Toews Corporation
New Jersey
– -$2.28M -48,500 Closed
EWA
371
EP Wealth Advisors
California
– -$1.85M -39,295 Closed
SA
372
Strategic Advisors
New York
– -$1.55M -33,036 Closed
JIC
373
Johnson Investment Counsel
Ohio
– -$1.52M -32,303 Closed
EC
374
Estate Counselors
Wisconsin
– -$1.39M -29,640 Closed
DG
375
Delek Group
Israel
– -$1.21M -25,722 Closed
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15
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