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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 %
WFMPM
551
Woodley Farra Manion Portfolio Management
Indiana
$20K +$20K +424 New
CFG
552
Citizens Financial Group
Rhode Island
$19K +$19K +400 New
EW
553
Evoke Wealth
California
$18.1K +$18.1K +386 New
APWM
554
Atlas Private Wealth Management
New York
$17K – – –
NSB
555
Norway Savings Bank
Maine
$17K – – –
1IA
556
1834 Investment Advisors
Wisconsin
$17K – – –
LFG
557
Larson Financial Group
Missouri
$17K +$139 +3 +0.8%
EWM
558
Elmwood Wealth Management
California
$16.2K +$16.2K +345 New
PFP
559
Pinnacle Financial Partners
Tennessee
$16K – – –
WB
560
Webster Bank
Connecticut
$16K +$16K +335 New
EDRH
561
Edmond de Rothschild Holding
Switzerland
$15K – – –
SIS
562
Sound Income Strategies
Florida
$15K +$9.26K +200 +161%
AIM
563
Anchor Investment Management
South Carolina
$14.1K – – –
DAM
564
Delta Asset Management
Tennessee
$14K -$32.3K -706 -70%
RMC
565
Resources Management Corp
Connecticut
$14K – – –
LWANC
566
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
WT
567
Whittier Trust
California
$14K – – –
OAJ
568
Ogorek Anthony Joseph
New York
$14K – – –
PFO
569
Pathstone Family Office
New Jersey
$14K +$14K +300 New
LGWM
570
Litman Gregory Wealth Management
California
$13K – – –
MRC
571
Millburn Ridgefield Corp
New York
$12K -$117K -2,561 -91%
HIA
572
Harbor Investment Advisory
Maryland
$12K – – –
GFPC
573
Global Financial Private Client
Florida
$11.2K – – –
GTAM
574
Global Trust Asset Management
Florida
$11K -$848K -16,967 -99%
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +239 New
21 22
23
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