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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 %
PA
376
Pinnacle Associates
New York
– -$1.05M -22,389 Closed
EAM
377
Evanson Asset Management
California
– -$625K -13,298 Closed
EDRH
378
Edmond de Rothschild Holding
Switzerland
– -$599K -12,890 Closed
HFS
379
HL Financial Services
Kentucky
– -$538K -11,447 Closed
FA
380
FDx Advisors
Illinois
– -$508K -10,819 Closed
FMWA
381
Forvis Mazars Wealth Advisors
Missouri
– -$488K -10,385 Closed
RFC
382
Regions Financial Corp
Alabama
– -$486K -10,349 Closed
XS
383
XR Securities
Illinois
– -$409K -8,711 Closed
ECAM
384
East Coast Asset Management
Massachusetts
– -$338K -7,191 Closed
PWMAG
385
Pinnacle Wealth Management Advisory Group
New Jersey
– -$335K -7,135 Closed
Renaissance Technologies
386
Renaissance Technologies
New York
– -$282K -6,000 Closed
CIBC World Market
387
CIBC World Market
Ontario, Canada
– -$258K -5,503 Closed
RG
388
Rathbones Group
United Kingdom
– -$214K -4,555 Closed
BF
389
BOK Financial
Oklahoma
– -$200K -4,265 Closed
APP
390
Avantax Planning Partners
Iowa
– -$169K -3,603 Closed
CTC
391
Central Trust Company
Missouri
– -$121K -2,579 Closed
FCAG
392
First Capital Advisors Group
New Jersey
– -$52K -1,115 Closed
WTB
393
Washington Trust Bank
Washington
– -$34K -726 Closed
1IA
394
1834 Investment Advisors
Wisconsin
– -$30K -646 Closed
MIFH
395
Migdal Insurance & Financial Holdings
Israel
– -$30K -646 Closed
BWL
396
Bogart Wealth LLC
Virginia
– -$30K -639 Closed
IF
397
Ironwood Financial
Arizona
– -$22K -475 Closed
SWP
398
Strategic Wealth Partners
Ohio
– -$21K -450 Closed
KF
399
Krilogy Financial
Missouri
– -$21K -438 Closed
ADL
400
Asset Dedication LLC
California
– -$20K -408 Closed
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