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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

459 hedge funds and large institutions have $3.87B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+71
Holders Change %
+18.3%
% of All Funds
10.24%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
1.09%
New
105
Increased
149
Reduced
117
Closed
30
Calls
$1.42M
Puts
$350K
Net Calls
+$1.07M
Net Calls Change
+$3.52M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$333M
2
Wells Fargo
2
Wells Fargo
California
$215M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$66M
4
UBS Group
4
UBS Group
Switzerland
$136M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$102M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$297M
2
Bank of America
2
Bank of America
North Carolina
$296M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$302K
4
GA
4
Gateway Advisory
New Jersey
$32.2M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$28.9M -$571K -12,239 -2%
RJA
27
Raymond James & Associates
Florida
$27.5M +$5.61M +120,221 +26%
SBL
28
Sargent Bickham Lagudis
Colorado
$25.8M -$2.54M -54,539 -9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$24.6M +$16.4M +351,688 +199%
WCF
30
West Coast Financial
California
$24.6M +$10.9M +234,126 +80%
AA
31
Apriem Advisors
California
$22.6M +$1.21M +25,919 +6%
PFS
32
Prospera Financial Services
Texas
$21.9M +$435K +9,375 +2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$20.9M +$6.67M +143,005 +47%
MML Investors Services
34
MML Investors Services
Massachusetts
$19.8M -$2.98M -63,839 -13%
Stifel Financial
35
Stifel Financial
Missouri
$19.5M +$5.97M +128,038 +44%
LPT
36
Legacy Private Trust
Wisconsin
$18.8M +$2.16M +46,322 +13%
HNB
37
Huntington National Bank
Ohio
$18.3M -$17.3M – –
CS
38
Credit Suisse
Switzerland
$17M -$9.61M -206,035 -36%
BMM
39
Berkshire Money Management
Massachusetts
$16.9M +$16.9M +363,023 New
FIG
40
FundX Investment Group
California
$16M +$16M +343,388 New
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$15.9M +$1.21M +25,877 +8%
AWM
42
Affinity Wealth Management
Delaware
$15.3M +$15.3M +327,066 New
CA
43
Cetera Advisors
Colorado
$15M +$5.53M +118,494 +58%
Two Sigma Investments
44
Two Sigma Investments
New York
$14.6M -$4.36M -93,500 -23%
S
45
SignatureFD
Georgia
$14.5M +$14.2M +305,175 +6,009%
EIP
46
Ellis Investment Partners
Pennsylvania
$14.2M +$14.2M +303,506 New
FAAS
47
First Allied Advisory Services
California
$13.4M +$1.74M +37,334 +15%
AIA
48
Arrow Investment Advisors
Maryland
$13.2M +$13.2M +282,918 New
TFA
49
Transamerica Financial Advisors
Florida
$13.1M -$212K -4,553 -2%
CAL
50
Capital Advisors Ltd
Ohio
$11.1M +$639K +13,701 +6%
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