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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
Charles Schwab
California
+$140M
2
CC
Cassaday & Co
Virginia
+$37.8M
3
AFG
Albion Financial Group
Utah
+$37M
4
BCI
Brinker Capital Investments
Pennsylvania
+$26.1M
5
PC
Permanens Capital
New York
+$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$190M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
Bank of America
Bank of America
North Carolina
-$97.5M
4
JFA
Johanson Financial Advisors
California
-$63.2M
5
GA
Gateway Advisory
New Jersey
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
501
Leelyn Smith
Illinois
$81K +$421 +9 +0.5%
VNA
502
Valley National Advisers
Pennsylvania
$80K – – –
IWP
503
IAG Wealth Partners
Wisconsin
$73K -$23K -486 -24%
CHA
504
Carmichael Hill & Associates
Maryland
$71K +$424 +9 +0.6%
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$69K – – –
RBC
506
Roble Belko & Company
Pennsylvania
$67K – – –
VFA
507
Valeo Financial Advisors
Indiana
$66K -$13K -251 -16%
IFAM
508
Institutional & Family Asset Management
Colorado
$66K – – –
WQ
509
Wealth Quarterback
New Jersey
$64.5K +$16.1K +343 +33%
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
AF
511
Allworth Financial
California
$64K +$53.6K +1,155 +516%
FWM
512
Filbrandt Wealth Management
Wisconsin
$58K +$47 +1 +0.1%
AA
513
Advisory Alpha
Michigan
$57.5K +$41.2K +845 +254%
HI
514
Hudock Inc
Pennsylvania
$55K +$35.2K +757 +178%
CBT
515
Capital Bank & Trust
California
$52K – – –
PAI
516
Pittenger & Anderson Inc
Nebraska
$49K – – –
LIA
517
LS Investment Advisors
Michigan
$47K – – –
PCTC
518
Perkins Coie Trust Company
Washington
$47K – – –
AIP
519
Ameritas Investment Partners
Nebraska
$47K +$47K +1,011 New
PCG
520
Private Capital Group
Connecticut
$45K -$48.3K -1,020 -52%
Deutsche Bank
521
Deutsche Bank
Germany
$45K – – –
RFA
522
Reilly Financial Advisors
California
$45K +$990 +21 +2%
TPWA
523
TRUE Private Wealth Advisors
Oregon
$43K – – –
WEC
524
Winslow Evans & Crocker
Massachusetts
$42K -$68.4K -1,410 -62%
GWS
525
Glassman Wealth Services
Virginia
$42K +$4.12K +87 +11%
19 20
21
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