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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
576
Sonora Investment Management
Arizona
$40K +$4.8K +82 +14%
MA
577
MUFG Americas
New York
$39K – – –
BWM
578
BerganKDV Wealth Management
Minnesota
$36K – – –
SWM
579
Sugarloaf Wealth Management
Georgia
$36K +$36K +610 New
VCP
580
Verus Capital Partners
Arizona
$32K +$32K +546 New
SSB
581
Sandy Spring Bank
Maryland
$31K – – –
TWA
582
TCI Wealth Advisors
Arizona
$31K +$647 +11 +2%
BWM
583
Baystate Wealth Management
Massachusetts
$30K +$30K +507 New
BCI
584
Brinker Capital Investments
Pennsylvania
$29K -$28.9M -486,723 -100%
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
MF
586
Manchester Financial
California
$28K +$28K +478 New
LWM
587
Liberty Wealth Management
California
$27K – – –
SFPG
588
Stonebridge Financial Planning Group
Florida
$25K +$25K +425 New
HI
589
Hudock Inc
Pennsylvania
$24K +$24K +425 New
SMG
590
Smart Money Group
Texas
$22K +$22K +367 New
NSB
591
Norway Savings Bank
Maine
$21K – – –
1IA
592
1834 Investment Advisors
Wisconsin
$21K – – –
LFG
593
Larson Financial Group
Missouri
$21K +$116 +2 +0.6%
KPCM
594
Kings Point Capital Management
New York
$21K +$21K +354 New
APWM
595
Atlas Private Wealth Management
New York
$21K +$21K +361 New
PFP
596
Pinnacle Financial Partners
Tennessee
$20K -$196K -3,328 -91%
AA
597
Advisory Alpha
Michigan
$19.5K +$762 +13 +4%
EDRH
598
Edmond de Rothschild Holding
Switzerland
$19K – – –
OAJ
599
Ogorek Anthony Joseph
New York
$18K – – –
LWANC
600
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
22 23
24
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