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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 %
CFS
426
CRA Financial Services
New Jersey
$365K -$2.45K -42 -0.7%
GAM
427
Griffin Asset Management
New York
$363K – – –
PSF
428
Pacific Sun Financial
California
$363K +$2.92K +50 +0.8%
JPG
429
Jordan Park Group
California
$360K +$142K +2,440 +65%
EWM
430
EPG Wealth Management
Georgia
$352K +$352K +6,031 New
QCM
431
Quest Capital Management
Texas
$348K – – –
TF
432
Tompkins Financial
New York
$347K – – –
Wolverine Trading
433
Wolverine Trading
Illinois
$335K +$335K +5,761 New
AWM
434
Avior Wealth Management
Nebraska
$332K +$307K +5,275 +1,250%
LFG
435
LifePlan Financial Group
Ohio
$331K – – –
SWM
436
Segment Wealth Management
Texas
$330K -$3.21K -55 -1%
RCA
437
Rowland Carmichael Advisors
Arizona
$326K -$38.1K -652 -10%
TF
438
Trek Financial
Arizona
$325K -$49.3K -846 -13%
MPW
439
MA Private Wealth
California
$325K +$1.81K +31 +0.6%
HL
440
HeadInvest LLC
Maine
$324K +$99.7K +1,708 +44%
NCM
441
Noesis Capital Mangement
Florida
$321K +$74.3K +1,275 +30%
TRCT
442
Tower Research Capital (TRC)
New York
$321K +$321K +5,500 New
WC
443
Westhampton Capital
North Carolina
$315K – – –
CFA
444
Cahill Financial Advisors
Minnesota
$314K -$819 -14 -0.3%
CPO
445
Cerity Partners OCIO
New York
$313K +$1.82K +30 +0.6%
SFG
446
StrategIQ Financial Group
Indiana
$310K -$26.2K -450 -8%
CC
447
Courier Capital
New York
$309K – – –
Lido Advisors
448
Lido Advisors
California
$307K +$73.7K +1,263 +32%
Kovitz Investment Group Partners
449
Kovitz Investment Group Partners
Illinois
$307K +$307K +5,260 New
22CM
450
20/20 Capital Management
California
$303K +$303K +4,988 New
16 17
18
19 20