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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+33
Holders Change %
+7.19%
% of All Funds
10.67%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.08%
New
75
Increased
188
Reduced
150
Closed
35
Calls
$7.74M
Puts
$1.7M
Net Calls
+$6.04M
Net Calls Change
+$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$857M
2
Morgan Stanley
Morgan Stanley
New York
$473M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$59.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.9M
5
PAG
Private Advisor Group
New Jersey
$36.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$313M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.4M
4
UBS Group
UBS Group
Switzerland
$119M
5
Wells Fargo
Wells Fargo
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
476
Destination Wealth Management
California
$10K -$4.62K -85 -32%
WAS
477
WESPAC Advisors SoCal
California
$10K +$10K +200 New
LF
478
Lee Financial
Texas
$8K +$8K +159 New
SIS
479
Sound Income Strategies
Florida
$7K -$7.62K -135 -52%
AIP
480
Ameritas Investment Partners
Nebraska
$7K +$50 +1 +0.7%
PGWM
481
Parisi Gray Wealth Management
New Jersey
$6K -$5.95K -112 -50%
YWP
482
YorkBridge Wealth Partners
New York
$6K – – –
BWA
483
BDO Wealth Advisors
Florida
$6K – – –
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$5.16K -$1.33K -25,231 -20%
MFBTD
485
MB Financial Bank - Trust Department
Illinois
$5K -$15K -300 -75%
Parallax Volatility Advisers
486
Parallax Volatility Advisers
California
$5K +$4.95K +91 +9,100%
BWL
487
Bogart Wealth LLC
Virginia
$5K +$5K +106 New
AS
488
Altshuler Shaham
Israel
$5K +$5K +333 New
KFS
489
Kelly Financial Services
Massachusetts
$3.69K +$3.69K +70 New
BlackRock
490
BlackRock
New York
$2K -$64.1K -1,474 -97%
GT
491
Glenmede Trust
Pennsylvania
$736 +$384 +7,299 +109%
MC
492
Muzinich & Co
New York
$488 +$143 +2,707 +41%
BNP Paribas Financial Markets
493
BNP Paribas Financial Markets
France
$211 -$158 -3 -43%
AA
494
Apriem Advisors
California
– -$22.6M -484,365 Closed
PFS
495
Prospera Financial Services
Texas
– -$21.9M -470,793 Closed
AWM
496
Affinity Wealth Management
Delaware
– -$15.3M -327,066 Closed
Voloridge Investment Management
497
Voloridge Investment Management
Florida
– -$6.48M -138,940 Closed
RIM
498
Rampart Investment Management
Connecticut
– -$5.09M -109,094 Closed
LMIM
499
Lockheed Martin Investment Management
Maryland
– -$5.04M -108,000 Closed
GFP
500
Gryphon Financial Partners
Ohio
– -$2.78M -58,491 Closed
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