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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 %
CPO
401
Cerity Partners OCIO
New York
$297K +$1.74K +30 +0.6%
SBIA
402
Sheaff Brock Investment Advisors
Indiana
$297K +$297K +5,131 New
TC
403
Telemus Capital
Michigan
$291K – – –
Neuberger Berman Group
404
Neuberger Berman Group
New York
$288K – – –
PP
405
PDS Planning
Ohio
$278K +$2.2K +38 +0.8%
ACA
406
Aptus Capital Advisors
Alabama
$270K +$270K +4,678 New
BFIM
407
Beese Fulmer Investment Management
Ohio
$269K – – –
FANJ
408
Financial Architects (New Jersey)
New Jersey
$269K +$78K +1,349 +41%
AP
409
Appleton Partners
Massachusetts
$268K +$36.6K +631 +16%
AIP
410
Almanack Investment Partners
Pennsylvania
$268K +$268K +4,630 New
EFSCE
411
Enterprise Financial Services Corp (EFSC)
Missouri
$267K – – –
AIC
412
Archer Investment Corporation
Indiana
$266K – – –
RG
413
Rathbones Group
United Kingdom
$264K – – –
RSWM
414
Robertson Stephens Wealth Management
California
$261K – – –
FIM
415
Frontier Investment Management
Texas
$258K +$258K +4,454 New
ESB
416
Essex Savings Bank
Connecticut
$252K +$2.61K +45 +1%
WP
417
WealthPLAN Partners
Nebraska
$252K +$252K +4,416 New
SP
418
Successful Portfolios
Florida
$250K -$16K -276 -6%
PVH
419
Psagot Value Holdings
Israel
$250K +$250K +4,312 New
PPA
420
Parametric Portfolio Associates
Washington
$249K -$20.9K -361 -8%
NCM
421
Noesis Capital Mangement
Florida
$245K +$245K +4,234 New
MWM
422
Marietta Wealth Management
Georgia
$244K -$17.9K -309 -7%
ME
423
McIlrath & Eck
Washington
$244K -$6.48K -112 -3%
JA
424
JVL Associates
Michigan
$241K – – –
SAS
425
Stelac Advisory Services
New York
$237K – – –
15 16
17
18 19