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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$75.1M
2
LPL Financial
LPL Financial
California
$239M
3
Invesco
Invesco
Georgia
$306M
4
UBS Group
UBS Group
Switzerland
$149M
5
GA
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$504M
2
GI
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
Morgan Stanley
New York
$554M
5
BCI
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$525K -$67.5K -1,158 -11%
TFS
377
TrustCore Financial Services
Tennessee
$521K +$14.6K +250 +3%
OAM
378
Optimal Asset Management
California
$519K +$519K +8,890 New
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$517K +$62.5K +1,071 +14%
GLLW
380
Graves Light Lenhart Wealth
Virginia
$509K – – –
BCA
381
Bay Colony Advisors
Massachusetts
$503K +$91.4K +1,526 +22%
WP
382
WealthShield Partners
North Carolina
$484K -$699K -11,982 -59%
GVAG
383
Great Valley Advisor Group
Delaware
$483K +$147K +2,521 +44%
AL
384
Aspiriant LLC
California
$482K – – –
ATC
385
Argent Trust Co
Tennessee
$481K -$15.8K -270 -3%
XF
386
XML Financial
Maryland
$474K +$474K +8,131 New
CWP
387
CFM Wealth Partners
Texas
$473K +$473K +7,955 New
V
388
Veritable
Delaware
$472K – – –
SL
389
Salomon & Ludwin
Virginia
$469K +$16.5K +283 +4%
WMA
390
Wealth Management Associates
New Jersey
$469K +$642 +11 +0.1%
PAM
391
Private Asset Management
California
$467K -$129K -2,202 -22%
WS
392
Wedbush Securities
California
$464K -$39.1K -670 -8%
TCM
393
Tufton Capital Management
Maryland
$464K – – –
SC
394
Slow Capital
California
$462K +$72.1K +1,237 +19%
FNT
395
First National Trust
Pennsylvania
$459K – – –
CG
396
Corundum Group
Colorado
$457K -$21.3K -365 -4%
BW
397
Bison Wealth
Georgia
$453K +$24.1K +414 +6%
HIC
398
Holderness Investments Company
North Carolina
$452K +$18K +309 +4%
PWMAG
399
Pinnacle Wealth Management Advisory Group
New Jersey
$448K – – –
NL
400
NVWM LLC
Pennsylvania
$442K +$120K +2,051 +37%
14 15
16
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