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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 %
22CM
451
20/20 Capital Management
California
$239K -$3.45K -71 -1%
HL
452
HeadInvest LLC
Maine
$232K -$28K -598 -11%
RCA
453
Rowland Carmichael Advisors
Arizona
$231K -$31.5K -670 -12%
TF
454
Trek Financial
Arizona
$225K -$37.1K -789 -14%
Fisher Asset Management
455
Fisher Asset Management
Washington
$223K +$32.1K +684 +17%
FMTC
456
Farmers & Merchants Trust Company
California
$220K – – –
BFIM
457
Beese Fulmer Investment Management
Ohio
$218K – – –
PCA
458
Personal Capital Advisors
California
$218K +$49.3K +1,053 +29%
KIA
459
KCM Investment Advisors
California
$216K -$17.8K -380 -8%
SIG
460
Sargent Investment Group
Maryland
$215K – – –
RG
461
Rathbones Group
United Kingdom
$214K – – –
HB
462
Homrich & Berg
Georgia
$214K +$214K +4,563 New
PFG
463
Pacific Financial Group
Washington
$211K +$211K +4,487 New
ACA
464
Aptus Capital Advisors
Alabama
$209K -$13.5K -288 -6%
BA
465
Ballast Advisors
Minnesota
$208K – – –
RZH
466
Relyea Zuckerberg Hanson
Connecticut
$206K – – –
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$206K +$8.73K +186 +4%
IFG
468
Investors Financial Group
Minnesota
$206K +$206K +4,393 New
SHJ
469
Sharkey, Howes & Javer
Colorado
$206K +$206K +4,397 New
SBH
470
Segall Bryant & Hamill
Illinois
$205K -$141K -3,000 -41%
Lido Advisors
471
Lido Advisors
California
$201K -$45.5K -971 -18%
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$24.5K -521 -11%
SAS
473
Stelac Advisory Services
New York
$192K – – –
TFA
474
Transamerica Financial Advisors
Florida
$185K +$7.3K +155 +4%
AAMA
475
Advanced Asset Management Advisors
Ohio
$183K +$5.6K +119 +3%
17 18
19
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