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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$558M
2
GA
Gateway Advisory
New Jersey
$94.2M
3
PFS
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
UBS Group
Switzerland
$102M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
501
Litman Gregory Wealth Management
California
$15K – – –
PCM
502
Prelude Capital Management
New York
$15K +$15K +275 New
ACP
503
Arcus Capital Partners
Georgia
$14K +$14K +246 New
BlackRock
504
BlackRock
New York
$13K +$10.5K +190 +413%
AIM
505
Astor Investment Management
Illinois
$13K +$13K +242 New
LF
506
Lee Financial
Texas
$9K – – –
APC
507
Aspire Private Capital
North Carolina
$8K +$8K +151 New
SIS
508
Sound Income Strategies
Florida
$7K – – –
BWA
509
BDO Wealth Advisors
Florida
$6K – – –
YWP
510
YorkBridge Wealth Partners
New York
$6K – – –
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6K +118 New
UB
512
UMB Bank
Missouri
$5.71K +$45 +811 +0.8%
PB
513
Pinnacle Bancorp
Nebraska
$4K +$4K +73 New
DSC
514
Duncker Streett & Co
Missouri
$4K +$4K +75 New
KFS
515
Kelly Financial Services
Massachusetts
$3.85K – – –
AIP
516
Ameritas Investment Partners
Nebraska
$3K -$3K -70 -50%
IWA
517
IBEX Wealth Advisors
New Jersey
$3K +$3K +62 New
BRWM
518
B. Riley Wealth Management
Tennessee
$1.4K +$556 +10,108 +66%
BWL
519
Bogart Wealth LLC
Virginia
$1K -$2.93K -79 -75%
GT
520
Glenmede Trust
Pennsylvania
$769 – – –
NDSI
521
Newman Dignan & Sheerar Inc
Rhode Island
$288 +$288 +5,237 New
BNP Paribas Financial Markets
522
BNP Paribas Financial Markets
France
$110 -$110 -2 -50%
MTWSIF
523
Mivtachim The Workers Social Insurance Fund
Israel
– -$20.6M -392,000 Closed
Two Sigma Investments
524
Two Sigma Investments
New York
– -$8.62M -163,700 Closed
Two Sigma Advisers
525
Two Sigma Advisers
New York
– -$2.31M -43,800 Closed
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