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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
Morgan Stanley
New York
$558M
2
GA
Gateway Advisory
New Jersey
$94.2M
3
PFS
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
UBS Group
Switzerland
$102M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$394K -$36.4K -661 -8%
CA
352
Clearstead Advisors
Ohio
$385K – – –
RCA
353
Rowland Carmichael Advisors
Arizona
$381K – – –
JCM
354
Jag Capital Management
Missouri
$378K +$378K +6,878 New
TCOV
355
Trust Company of Vermont
Vermont
$375K – – –
QCM
356
Quest Capital Management
Texas
$364K -$23.5K -426 -6%
GAM
357
Griffin Asset Management
New York
$361K – – –
TF
358
Trek Financial
Arizona
$358K -$29.3K -533 -8%
SC
359
Slow Capital
California
$357K +$357K +6,482 New
WWM
360
Windsor Wealth Management
Indiana
$356K +$356K +6,448 New
PWMAG
361
Pinnacle Wealth Management Advisory Group
New Jersey
$354K -$38.5K -700 -10%
SFG
362
StrategIQ Financial Group
Indiana
$346K -$48.7K -885 -12%
CFS
363
CRA Financial Services
New Jersey
$346K +$19.8K +360 +6%
TSS
364
Two Sigma Securities
New York
$344K +$344K +6,251 New
LFG
365
LifePlan Financial Group
Ohio
$342K -$61.3K -1,115 -15%
TF
366
TLWM Financial
Texas
$338K -$658 -12 -0.2%
NEGWA
367
New England Guild Wealth Advisors
Connecticut
$336K +$336K +6,111 New
AWA
368
Arete Wealth Advisors
Illinois
$332K +$332K +6,036 New
TF
369
Tompkins Financial
New York
$327K – – –
LIM
370
Lathrop Investment Management
Arkansas
$323K – – –
PSF
371
Pacific Sun Financial
California
$322K +$322K +5,861 New
M&T Bank
372
M&T Bank
New York
$316K – – –
JIR
373
James Investment Research
Ohio
$315K +$233K +4,240 +285%
EWM
374
Edge Wealth Management
New York
$308K +$308K +5,599 New
WC
375
Westhampton Capital
North Carolina
$308K +$308K +5,600 New
13 14
15
16 17