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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$223M
2
Bank of America
2
Bank of America
North Carolina
$734M
3
Morgan Stanley
3
Morgan Stanley
New York
$441M
4
GA
4
Gateway Advisory
New Jersey
$72.5M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$1.09M
2
UBS Group
2
UBS Group
Switzerland
$88.3M
3
HNB
3
Huntington National Bank
Ohio
$14.5M
4
HCM
4
Hollencrest Capital Management
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$8.65M
Name Market Value Shares Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$17.9M 378,191 -41,142 -10%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$17.9M 378,081 +75,801 +25%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$17.7M 372,545 +17,090 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$15.2M 321,558 +52,535 +20%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$14.5M 308,341 -2,878 -0.9%
HNB
31
Huntington National Bank
Ohio
– – – –
Stifel Financial
32
Stifel Financial
Missouri
$13.7M 289,855 +15,061 +5%
AG
33
Advisor Group
Arizona
$13.3M 280,423 +11,396 +4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$13.1M 276,515 +12,993 +5%
WCF
35
West Coast Financial
California
$13M 273,174 +9,403 +4%
TFA
36
Transamerica Financial Advisors
Florida
$12.8M 270,182 +20,022 +8%
FAAS
37
First Allied Advisory Services
California
$12.4M 262,126 +124,502 +90%
FAG
38
Financial Advisory Group
Texas
$11.2M 236,201 -10,360 -4%
HighTower Advisors
39
HighTower Advisors
Illinois
$10.8M 228,711 -42,568 -16%
CAL
40
Capital Advisors Ltd
Ohio
$10.5M 222,257 +281 +0.1%
UWM
41
USAdvisors Wealth Management
Minnesota
$9.68M 204,179 +3,557 +2%
GSC
42
G&S Capital
Colorado
$9.46M 199,555 +10,142 +5%
SAM
43
Securian Asset Management
Minnesota
$8.87M 187,041 – –
ACM
44
Armbruster Capital Management
New York
$8.75M 184,504 +16,749 +10%
PAG
45
Private Advisor Group
New Jersey
$8.65M 182,119 -160,891 -47%
AI
46
Atria Investments
North Carolina
$8.21M 173,062 +149,922 +648%
CL
47
CPWM LLC
Washington
$8.15M 171,928 – –
PCM
48
Peak Capital Management
Colorado
$7.51M 158,306 +12,001 +8%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$7.27M 153,417 +18,764 +14%
Citigroup
50
Citigroup
New York
$6.77M 142,858 -514 -0.4%
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