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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 %
TF
426
Tompkins Financial
New York
$279K – – –
JIR
427
James Investment Research
Ohio
$279K +$279K +5,945 New
AWM
428
Argent Wealth Management
Massachusetts
$274K -$83.6K -1,750 -23%
SFA
429
Sequoia Financial Advisors
Ohio
$272K +$62.2K +1,323 +30%
BSAM
430
Blue Sky Asset Management
Colorado
$272K +$272K +5,788 New
CRCM
431
Corbett Road Capital Management
Virginia
$269K +$269K +5,738 New
RWMH
432
Riverpoint Wealth Management Holdings
Illinois
$268K -$1.01M -21,475 -79%
AWM
433
Avior Wealth Management
Nebraska
$267K – – –
MPW
434
MA Private Wealth
California
$263K +$1.69K +36 +0.6%
LFG
435
LifePlan Financial Group
Ohio
$260K -$6.39K -136 -2%
BAS
436
Brown Advisory Securities
Maryland
$260K +$260K +5,427 New
VC
437
Vicus Capital
Pennsylvania
$259K +$259K +5,521 New
CC
438
Courier Capital
New York
$258K – – –
HC
439
HNP Capital
New York
$258K +$258K +5,307 New
SFSIG
440
San Francisco Sentry Investment Group
California
$257K +$78.7K +1,679 +44%
WC
441
Westhampton Capital
North Carolina
$253K – – –
CFA
442
Cahill Financial Advisors
Minnesota
$253K +$188 +4 +0.1%
WA
443
Wealth Architects
California
$253K +$253K +5,394 New
TW
444
Transform Wealth
Colorado
$243K -$3.59M -76,505 -94%
SFG
445
StrategIQ Financial Group
Indiana
$243K -$7.05K -150 -3%
ESB
446
Essex Savings Bank
Connecticut
$243K +$30.2K +644 +14%
GAM
447
Griffin Asset Management
New York
$242K -$49.3K -1,051 -17%
PW
448
Peninsula Wealth
California
$242K – – –
ME
449
McIlrath & Eck
Washington
$242K +$47.9K +1,020 +25%
HIM
450
Hanlon Investment Management
New Jersey
$239K -$85.9K -1,834 -26%
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