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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$45.2M +$8.51M +145,872 +23%
EH
27
Equitable Holdings
New York
$43.4M +$43.4M +743,100 New
AWE
28
Avidian Wealth Enterprises
Texas
$42.5M +$1.37M +23,529 +3%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$42M +$931K +15,957 +2%
FIG
30
FundX Investment Group
California
$41.5M +$1.22M +20,894 +3%
WCF
31
West Coast Financial
California
$41.1M +$2.07M +35,469 +5%
NC
32
NewSquare Capital
Pennsylvania
$39.4M +$1.1M +18,910 +3%
SBL
33
Sargent Bickham Lagudis
Colorado
$39M +$1.73M +29,570 +5%
SPC
34
Sigma Planning Corp
Michigan
$36.4M -$2.61M -44,653 -7%
CI
35
CX Institutional
Indiana
$32.4M +$3.45M +59,126 +12%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$29.7M +$14.7M +252,113 +98%
BMM
37
Berkshire Money Management
Massachusetts
$29.2M +$772K +13,229 +3%
Stifel Financial
38
Stifel Financial
Missouri
$29M +$143K +2,440 +0.5%
GA
39
Geller Advisors
New York
$27.9M +$27.2M +465,643 +3,497%
CA
40
Cetera Advisors
Colorado
$26.2M -$1.35M -23,096 -5%
SEI Investments
41
SEI Investments
Pennsylvania
$26.1M +$381K +6,530 +1%
ASN
42
Advisory Services Network
Georgia
$25.8M +$8.57M +146,815 +50%
MFG
43
Magnus Financial Group
New York
$25.6M +$458K +7,857 +2%
AFG
44
Albion Financial Group
Utah
$23.6M +$800K +13,715 +4%
JFA
45
Johanson Financial Advisors
California
$23.4M +$23M +1,343,072 +6,057%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$23M – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$22.3M +$74.3K +1,273 +0.3%
MCM
48
Mainstay Capital Management
Michigan
$22.2M +$22.2M +380,165 New
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$21.9M +$1.31M +22,533 +6%
LPT
50
Legacy Private Trust
Wisconsin
$21.5M -$1.64M -28,050 -7%
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