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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 %
Lido Advisors
376
Lido Advisors
California
$226K -$2.08M -39,604 -90%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$224K -$94.8K -1,800 -30%
AIC
378
Archer Investment Corporation
Indiana
$222K – – –
SFA
379
Sequoia Financial Advisors
Ohio
$222K +$222K +4,225 New
PPA
380
Parametric Portfolio Associates
Washington
$221K +$221K +4,193 New
JA
381
JVL Associates
Michigan
$219K +$219K +4,154 New
1WA
382
180 Wealth Advisors
Washington
$217K -$12.7K -240 -6%
GWM
383
Graybill Wealth Management
Illinois
$216K -$194K -3,675 -47%
AAMA
384
Advanced Asset Management Advisors
Ohio
$215K +$215K +4,080 New
ESB
385
Essex Savings Bank
Connecticut
$209K +$41.8K +795 +25%
FF
386
Friedenthal Financial
New Jersey
$209K +$209K +3,969 New
NL
387
NWAM LLC
Washington
$207K +$207K +3,923 New
FPB
388
First PREMIER Bank
South Dakota
$205K +$205K +3,900 New
TL
389
TrueWealth LLC
Georgia
$203K +$158 +3 +0.1%
CAC
390
Certified Advisory Corp
Florida
$202K +$16.7K +318 +9%
VCM
391
Versant Capital Management
Arizona
$194K – – –
TWA
392
TCI Wealth Advisors
Arizona
$193K +$169K +3,218 +709%
SFSIG
393
San Francisco Sentry Investment Group
California
$187K – – –
FCMT
394
Founders Capital Management (Texas)
Texas
$185K – – –
FANJ
395
Financial Architects (New Jersey)
New Jersey
$170K +$2.52K +48 +2%
GAM
396
Gemmer Asset Management
California
$165K +$67.5K +1,280 +69%
OIA
397
Optimum Investment Advisors
Illinois
$164K +$95K +1,801 +138%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$158K +$8.92K +169 +6%
AOWM
399
Alpha Omega Wealth Management
Virginia
$155K +$47.4K +900 +44%
CAM
400
Cresset Asset Management
Illinois
$147K -$120K -2,295 -45%
14 15
16
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