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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

540 hedge funds and large institutions have $6.52B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
11.86%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.47%
New
62
Increased
225
Reduced
149
Closed
42
Calls
$7.68M
Puts
$13.4M
Net Calls
-$5.74M
Net Calls Change
+$5.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
Wells Fargo
2
Wells Fargo
California
$289M
3
AWE
3
Avidian Wealth Enterprises
Texas
$40.8M
4
Invesco
4
Invesco
Georgia
$271M
5
LPL Financial
5
LPL Financial
California
$188M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$134M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
GA
3
Gateway Advisory
New Jersey
$54M
4
CS
4
Credit Suisse
Switzerland
$18.6M
5
TFA
5
Transamerica Financial Advisors
Florida
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
351
Wealth Management Associates
New Jersey
$464K -$42.2K -729 -8%
COI
352
Capital One Investing
Virginia
$464K -$127K -2,200 -21%
TCM
353
Tufton Capital Management
Maryland
$460K – – –
FAIM
354
Financial Advocates Investment Management
Washington
$460K +$985 +17 +0.2%
FNT
355
First National Trust
Pennsylvania
$456K – – –
SBH
356
Segall Bryant & Hamill
Illinois
$452K – – –
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$451K +$36.4K +628 +9%
SL
358
Salomon & Ludwin
Virginia
$449K +$4.64K +80 +1%
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$445K +$72.2K +1,246 +19%
GCA
360
Gradient Capital Advisors
California
$433K +$3.01K +52 +0.7%
HIC
361
Holderness Investments Company
North Carolina
$431K +$12.1K +209 +3%
BW
362
Bison Wealth
Georgia
$426K -$23.2K -400 -5%
RBFC
363
Roman Butler Fullerton & Co
Missouri
$417K +$1.91K +33 +0.5%
LRIA
364
Leonard Rickey Investment Advisors
Washington
$416K -$28.4K -490 -6%
FEM
365
Fulcrum Equity Management
Texas
$411K +$411K +7,096 New
CA
366
Clearstead Advisors
Ohio
$405K – – –
HIM
367
Hanlon Investment Management
New Jersey
$400K -$296K -5,120 -43%
BCA
368
Bay Colony Advisors
Massachusetts
$398K -$42.6K -736 -10%
TCOV
369
Trust Company of Vermont
Vermont
$394K – – –
NEGWA
370
New England Guild Wealth Advisors
Connecticut
$392K +$37.8K +652 +11%
VCA
371
Verdence Capital Advisors
Maryland
$388K +$94.8K +1,636 +32%
SC
372
Slow Capital
California
$387K +$11.7K +202 +3%
EWM
373
Edge Wealth Management
New York
$384K +$60.6K +1,050 +19%
WWM
374
Windsor Wealth Management
Indiana
$377K +$11.7K +206 +3%
TF
375
Trek Financial
Arizona
$372K -$5.39K -93 -1%
13 14
15
16 17