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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$140M
2
CC
Cassaday & Co
Virginia
$37.8M
3
AFG
Albion Financial Group
Utah
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Waverly Advisors
Alabama
$411K – – –
GLLW
377
Graves Light Lenhart Wealth
Virginia
$410K – – –
JA
378
JOYN Advisors
Georgia
$399K -$35.8K -763 -8%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$397K -$18K -384 -4%
GVAG
380
Great Valley Advisor Group
Delaware
$396K +$8.07K +172 +2%
VAS
381
Vestmark Advisory Solutions
Massachusetts
$394K +$394K +8,404 New
CI
382
CX Institutional
Indiana
$393K -$25.7M -547,648 -98%
PAM
383
Private Asset Management
California
$389K +$13.4K +285 +4%
ATC
384
Argent Trust Co
Tennessee
$387K – – –
V
385
Veritable
Delaware
$380K – – –
WMA
386
Wealth Management Associates
New Jersey
$377K +$610 +13 +0.2%
TCM
387
Tufton Capital Management
Maryland
$373K – – –
CWP
388
CFM Wealth Partners
Texas
$373K – – –
Wolverine Trading
389
Wolverine Trading
Illinois
$373K +$94.2K +1,946 +34%
FNT
390
First National Trust
Pennsylvania
$369K – – –
EWM
391
EPG Wealth Management
Georgia
$368K +$84.7K +1,804 +30%
CWM
392
Cabot Wealth Management
Massachusetts
$364K -$533K -11,367 -59%
SC
393
Slow Capital
California
$360K -$11.2K -240 -3%
ACM
394
Anfield Capital Management
California
$347K -$300K -6,388 -46%
WS
395
Wedbush Securities
California
$347K -$26.1K -555 -7%
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$347K +$35.1K +750 +11%
IFS
397
Ifrah Financial Services
Arkansas
$346K +$2.25K +48 +0.7%
TC
398
Tatro Capital
Kentucky
$344K +$344K +7,331 New
GCA
399
Gradient Capital Advisors
California
$343K -$10.6K -225 -3%
WDL
400
Well Done LLC
Michigan
$337K -$173K -3,690 -34%
14 15
16
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