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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.04B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
36
Increased
107
Reduced
149
Closed
38
Calls
$2.08M
Puts
$4.63M
Net Calls
-$2.56M
Net Calls Change
-$1.43M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$38M
2
KFA
Kays Financial Advisory
Georgia
+$18.7M
3
PI
PFS Investments
Georgia
+$9.73M
4
Wells Fargo
Wells Fargo
California
+$8.14M
5
CL
CPWM LLC
Washington
+$8.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$556M
2
Bank of America
Bank of America
North Carolina
-$197M
3
EK
Evensky & Katz
Florida
-$23.4M
4
UBS Group
UBS Group
Switzerland
-$17.5M
5
Ameriprise
Ameriprise
Minnesota
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$16.7M +$469K +9,985 +3%
PAG
27
Private Advisor Group
New Jersey
$16.1M +$6.85M +145,938 +74%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$14.6M -$335K -7,142 -2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$14.2M +$1.09M +23,162 +8%
Stifel Financial
30
Stifel Financial
Missouri
$12.9M -$102K -2,163 -0.8%
HighTower Advisors
31
HighTower Advisors
Illinois
$12.7M -$1.37M -29,181 -10%
AG
32
Advisor Group
Arizona
$12.6M -$1.01M -21,508 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$12.5M -$4.67M -100,428 -27%
WCF
34
West Coast Financial
California
$12.4M +$3.98M +84,794 +47%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$12.4M -$2.27M -48,235 -15%
HNB
36
Huntington National Bank
Ohio
$12.3M -$11.7M – –
HCM
37
Hollencrest Capital Management
California
$11.8M -$1.52M -32,458 -11%
TFA
38
Transamerica Financial Advisors
Florida
$11.8M +$1.16M +24,609 +11%
FAG
39
Financial Advisory Group
Texas
$11.6M -$493K -10,490 -4%
CAL
40
Capital Advisors Ltd
Ohio
$10.4M +$245K +5,207 +2%
UWM
41
USAdvisors Wealth Management
Minnesota
$9.42M +$740K +15,753 +9%
CS
42
Credit Suisse
Switzerland
$9.16M +$2.74M +58,290 +43%
HA
43
Harfst & Associates
Wyoming
$9.02M -$290K -6,167 -3%
GSC
44
G&S Capital
Colorado
$8.9M -$555K -11,817 -6%
SAM
45
Securian Asset Management
Minnesota
$8.79M – – –
SEI Investments
46
SEI Investments
Pennsylvania
$8.15M +$2.46M +52,447 +43%
CL
47
CPWM LLC
Washington
$8.08M +$8.08M +171,928 New
ACM
48
Armbruster Capital Management
New York
$7.88M +$1.03M +21,960 +15%
CRC
49
Curi RMB Capital
Illinois
$7.85M +$1.7M +36,251 +28%
UCFA
50
United Capital Financial Advisors
Texas
$7.19M -$1.27M -27,054 -15%
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