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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
1
Charles Schwab
California
$140M
2
CC
2
Cassaday & Co
Virginia
$37.8M
3
AFG
3
Albion Financial Group
Utah
$55.9M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
5
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$342M
3
Bank of America
3
Bank of America
North Carolina
$308M
4
JFA
4
Johanson Financial Advisors
California
$1.04M
5
GA
5
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$36.4M +$1.49M +31,754 +4%
RJA
27
Raymond James & Associates
Florida
$34.6M -$4.89M -104,282 -12%
HFS
28
Hantz Financial Services
Michigan
$32.4M +$32.4M +691,318 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$32M +$20.1M +429,439 +170%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$30.9M +$24.8M +528,222 +405%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$30.3M -$3.49M -74,467 -10%
SBL
32
Sargent Bickham Lagudis
Colorado
$30.1M -$1.27M -27,098 -4%
WCF
33
West Coast Financial
California
$29.3M -$3.76M -80,083 -11%
BCI
34
Brinker Capital Investments
Pennsylvania
$26.2M +$26.1M +557,215 +113,950%
PC
35
Permanens Capital
New York
$25.6M +$25.6M +545,321 New
F
36
F3Logic
Minnesota
$25.2M +$18.5M +394,812 +276%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$23.2M +$5.55M +118,215 +31%
CS
38
Credit Suisse
Switzerland
$23M +$7.01M +149,359 +44%
GA
39
Geller Advisors
New York
$22.6M +$135K +2,869 +0.6%
Stifel Financial
40
Stifel Financial
Missouri
$21.7M -$1.62M -34,462 -7%
MFG
41
Magnus Financial Group
New York
$19.7M -$874K -18,628 -4%
TC
42
Toews Corporation
New Jersey
$19.6M +$19.6M +418,518 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$19.1M +$8.17M +174,100 +75%
NCM
44
Novare Capital Management
North Carolina
$17.1M -$62.5K -1,332 -0.4%
MCM
45
Mainstay Capital Management
Michigan
$17M -$328K -7,205 -2%
SPC
46
Sigma Planning Corp
Michigan
$15.8M -$13.5M -286,723 -46%
FNBT
47
FineMark National Bank & Trust
Florida
$15.8M +$860K +18,331 +6%
EIP
48
Ellis Investment Partners
Pennsylvania
$15.7M -$723K -16,197 -4%
PFS
49
Prospera Financial Services
Texas
$15.7M -$22.1M -472,050 -59%
MML Investors Services
50
MML Investors Services
Massachusetts
$15.4M -$2.62M -55,783 -15%
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