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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

540 hedge funds and large institutions have $6.52B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
11.86%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.47%
New
62
Increased
225
Reduced
149
Closed
42
Calls
$7.68M
Puts
$13.4M
Net Calls
-$5.74M
Net Calls Change
+$5.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.05B
2
Wells Fargo
Wells Fargo
California
$289M
3
AWE
Avidian Wealth Enterprises
Texas
$40.8M
4
Invesco
Invesco
Georgia
$271M
5
LPL Financial
LPL Financial
California
$188M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$134M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$0
3
GA
Gateway Advisory
New Jersey
$54M
4
CS
Credit Suisse
Switzerland
$18.6M
5
TFA
Transamerica Financial Advisors
Florida
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
501
Arax Advisory Partners
Colorado
$41K – – –
GSWM
502
Golden State Wealth Management
California
$40K – – –
MA
503
MUFG Americas
New York
$38K – – –
AIM
504
Advantage Investment Management
Iowa
$37K – – –
BWM
505
BerganKDV Wealth Management
Minnesota
$36K – – –
SIM
506
Sonora Investment Management
Arizona
$35K +$5.93K +102 +20%
SSB
507
Sandy Spring Bank
Maryland
$31K – – –
TWA
508
TCI Wealth Advisors
Arizona
$30K +$3.02K +52 +11%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
LWM
510
Liberty Wealth Management
California
$27K – – –
VFA
511
Valeo Financial Advisors
Indiana
$25K – – –
AWM
512
Avior Wealth Management
Nebraska
$24K – – –
EW
513
Evoke Wealth
California
$22.3K +$22.3K +386 New
NSB
514
Norway Savings Bank
Maine
$21K – – –
1IA
515
1834 Investment Advisors
Wisconsin
$21K – – –
LFG
516
Larson Financial Group
Missouri
$21K +$116 +2 +0.6%
EDRH
517
Edmond de Rothschild Holding
Switzerland
$19K – – –
AA
518
Advisory Alpha
Michigan
$18.3K +$18.3K +320 New
OAJ
519
Ogorek Anthony Joseph
New York
$18K – – –
AIM
520
Anchor Investment Management
South Carolina
$17.4K – – –
PGAM
521
Princeton Global Asset Management
New Jersey
$17K -$11.5K -200 -40%
WT
522
Whittier Trust
California
$17K – – –
EK
523
Evensky & Katz
Florida
$17K +$119 +2 +0.7%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$10.3K +182 +154%
RMC
525
Resources Management Corp
Connecticut
$17K +$17K +290 New
19 20
21
22 23