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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
+$37M
4
BCI
Brinker Capital Investments
Pennsylvania
+$26.1M
5
PC
Permanens Capital
New York
+$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$190M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Bank of America
Bank of America
North Carolina
-$97.5M
4
JFA
Johanson Financial Advisors
California
-$63.2M
5
GA
Gateway Advisory
New Jersey
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
401
Private Advisory Group
Washington
$337K +$337K +7,188 New
RCA
402
Reitz Capital Advisors
Michigan
$331K -$2.19M -46,742 -87%
RBFC
403
Roman Butler Fullerton & Co
Missouri
$330K -$9.91K -211 -3%
NSIM
404
North Star Investment Management
Illinois
$328K – – –
NCM
405
Noesis Capital Mangement
Florida
$323K +$64.5K +1,375 +25%
SL
406
Salomon & Ludwin
Virginia
$321K -$56.3K -1,198 -15%
TFS
407
TrustCore Financial Services
Tennessee
$320K -$98.4K -2,100 -24%
TCOV
408
Trust Company of Vermont
Vermont
$319K – – –
MCCP
409
Mission Creek Capital Partners
California
$317K +$317K +6,756 New
WA
410
Wealth Alliance
New York
$314K +$314K +6,700 New
VVP
411
Venture Visionary Partners
Ohio
$310K – – –
PSF
412
Pacific Sun Financial
California
$305K +$13.6K +290 +5%
ACS
413
Archford Capital Strategies
Illinois
$303K -$50.6K -1,079 -14%
GRP
414
Global Retirement Partners
California
$298K -$609K -12,978 -67%
JCM
415
Jacobi Capital Management
Pennsylvania
$298K -$238K -5,067 -44%
TF
416
TLWM Financial
Texas
$294K -$3.05K -65 -1%
FANJ
417
Financial Architects (New Jersey)
New Jersey
$294K +$74K +1,576 +34%
CFS
418
CRA Financial Services
New Jersey
$293K – – –
CG
419
Caprock Group
Idaho
$288K +$81.7K +1,739 +40%
NEGWA
420
New England Guild Wealth Advisors
Connecticut
$287K -$30.6K -652 -10%
AWA
421
Arkadios Wealth Advisors
Georgia
$284K +$1.17K +25 +0.4%
TC
422
Telemus Capital
Michigan
$284K -$518K -10,349 -65%
C
423
Certuity
Florida
$281K +$281K +5,990 New
QCM
424
Quest Capital Management
Texas
$280K – – –
OMC
425
Old Mission Capital
Illinois
$280K +$280K +5,969 New
15 16
17
18 19