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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+33
Holders Change %
+7.19%
% of All Funds
10.67%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.08%
New
75
Increased
188
Reduced
150
Closed
35
Calls
$7.74M
Puts
$1.7M
Net Calls
+$6.04M
Net Calls Change
+$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$857M
2
Morgan Stanley
Morgan Stanley
New York
$473M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$59.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.9M
5
PAG
Private Advisor Group
New Jersey
$36.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$313M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.4M
4
UBS Group
UBS Group
Switzerland
$119M
5
Wells Fargo
Wells Fargo
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
351
M&T Bank
New York
$302K +$302K +5,742 New
TC
352
Telemus Capital
Michigan
$301K +$105 +2 +0%
MPW
353
MA Private Wealth
California
$288K +$1.63K +31 +0.6%
CFA
354
Cahill Financial Advisors
Minnesota
$284K +$211 +4 +0.1%
SIG
355
Sargent Investment Group
Maryland
$282K – – –
MWM
356
Marietta Wealth Management
Georgia
$278K -$216K -4,106 -44%
PFT
357
Providence First Trust
Arizona
$275K – – –
CC
358
Courier Capital
New York
$274K +$1.58K +30 +0.6%
PW
359
Peninsula Wealth
California
$272K – – –
CPO
360
Cerity Partners OCIO
New York
$267K +$26.1K +496 +11%
VAS
361
Vestmark Advisory Solutions
Massachusetts
$260K +$260K +4,933 New
FWM
362
Foresight Wealth Management
Utah
$254K -$148K -2,798 -37%
NFC
363
Northeast Financial Consultants
Connecticut
$254K +$254K +4,840 New
PP
364
PDS Planning
Ohio
$250K – – –
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$250K +$250K +4,752 New
BFIM
366
Beese Fulmer Investment Management
Ohio
$245K – – –
SWM
367
Segment Wealth Management
Texas
$244K -$374K -7,113 -61%
Millennium Management
368
Millennium Management
New York
$242K -$1.33M -25,308 -85%
SP
369
Successful Portfolios
Florida
$242K – – –
GVAG
370
Great Valley Advisor Group
Delaware
$242K +$242K +4,603 New
RG
371
Rathbones Group
United Kingdom
$240K – – –
TFA
372
Transamerica Financial Advisors
Florida
$238K -$14.5M -276,144 -98%
WP
373
WealthShield Partners
North Carolina
$234K -$197K -3,750 -46%
ME
374
McIlrath & Eck
Washington
$228K -$22.1K -419 -9%
TFS
375
TrustCore Financial Services
Tennessee
$227K +$21.1K +400 +10%
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15
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