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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 %
NEIRG
576
New England Investment & Retirement Group
Massachusetts
$10K +$10K +213 New
FWP
577
FAS Wealth Partners
Kansas
$9K +$93 +2 +1%
CIA
578
Cascade Investment Advisors
Oregon
$7.51K – – –
LF
579
Lee Financial
Texas
$7K – – –
MA
580
MCF Advisors
Kentucky
$7K +$7K +140 New
HI
581
Hoey Investments
Pennsylvania
$6K – – –
CWA
582
Core Wealth Advisors
Florida
$6K – – –
RBA
583
Richard Bernstein Advisors
New York
$6K – – –
PA
584
Procyon Advisors
Connecticut
$5K -$5K -100 -50%
BWA
585
BDO Wealth Advisors
Florida
$5K +$43 +1 +0.9%
FWM
586
Focused Wealth Management
New York
$5K +$5K +100 New
DSC
587
Duncker Streett & Co
Missouri
$4K – – –
KFS
588
Kelly Financial Services
Massachusetts
$3.28K – – –
PWM
589
Provident Wealth Management
Tennessee
$3K – – –
BlackRock
590
BlackRock
New York
$2K -$269K -5,109 -99%
WWM
591
Willingdon Wealth Management
North Carolina
$2K -$5.25K -84 -72%
TCM
592
Tradewinds Capital Management
Washington
$2K – – –
Barclays
593
Barclays
United Kingdom
$1K +$1K +17 New
OAM
594
Optimal Asset Management
California
$204 -$213 -4,546 -51%
FGAM
595
Financial Gravity Asset Management
Texas
$2 – – –
CSIA
596
Charles Schwab Investment Advisory
California
– -$190M -3,262,096 Closed
Wellington Management Group
597
Wellington Management Group
Massachusetts
– -$23M -393,551 Closed
BAM
598
BTS Asset Management
Massachusetts
– -$20.5M -352,013 Closed
FSA
599
Financial Services Advisory
Maryland
– -$14.1M -242,492 Closed
DWA
600
Dorsey Wright & Associates
California
– -$13.5M -231,899 Closed
22 23
24
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