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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 %
ACS
401
Archford Capital Strategies
Illinois
$440K -$45.7K -782 -9%
MA
402
Mutual Advisors
Nebraska
$439K -$69.2K -1,187 -14%
GCA
403
Gradient Capital Advisors
California
$439K +$2.97K +51 +0.7%
CONA
404
Capital One National Association
New York
$439K +$439K +7,532 New
AWM
405
Argent Wealth Management
Massachusetts
$437K +$437K +7,485 New
WWM
406
Windsor Wealth Management
Indiana
$435K +$46.7K +800 +12%
SBH
407
Segall Bryant & Hamill
Illinois
$430K -$24.9K -426 -5%
IFS
408
Ifrah Financial Services
Arkansas
$428K -$421K -7,206 -50%
RBFC
409
Roman Butler Fullerton & Co
Missouri
$422K +$2.04K +35 +0.5%
CAC
410
Certified Advisory Corp
Florida
$411K +$56.3K +964 +16%
NSIM
411
North Star Investment Management
Illinois
$408K +$291K +5,000 +250%
Brown Advisory
412
Brown Advisory
Maryland
$408K +$408K +6,996 New
HIM
413
Hanlon Investment Management
New Jersey
$405K +$1.64K +28 +0.4%
LRIA
414
Leonard Rickey Investment Advisors
Washington
$404K -$14.3K -245 -3%
TCOV
415
Trust Company of Vermont
Vermont
$397K – – –
NEGWA
416
New England Guild Wealth Advisors
Connecticut
$395K – – –
PWPS
417
Pinnacle Wealth Planning Services
Ohio
$388K +$388K +6,665 New
EWM
418
Edge Wealth Management
New York
$387K – – –
VVP
419
Venture Visionary Partners
Ohio
$386K +$386K +6,618 New
VCA
420
Verdence Capital Advisors
Maryland
$383K -$7.59K -130 -2%
DIM
421
Delta Investment Management
California
$379K -$2.38M -40,849 -86%
JCM
422
Jag Capital Management
Missouri
$374K – – –
TF
423
TLWM Financial
Texas
$373K +$9.83K +167 +3%
APW
424
Aurora Private Wealth
New Jersey
$373K +$373K +6,390 New
AWA
425
Arkadios Wealth Advisors
Georgia
$372K +$372K +6,035 New
15 16
17
18 19