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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 %
AIM
601
Anchor Investment Management
South Carolina
$17.5K – – –
WT
602
Whittier Trust
California
$17K – – –
RMC
603
Resources Management Corp
Connecticut
$17K – – –
GDP
604
Great Diamond Partners
Maine
$17K +$17K +300 New
LGWM
605
Litman Gregory Wealth Management
California
$16K – – –
HIA
606
Harbor Investment Advisory
Maryland
$16K +$16K +266 New
CWM
607
Cedar Wealth Management
California
$16K +$16K +278 New
GFPC
608
Global Financial Private Client
Florida
$14.6K +$14.6K +250 New
TI
609
tru Independence
Oregon
$14K +$14K +300 New
AF
610
Allworth Financial
California
$13K +$116 +2 +0.9%
PA
611
Procyon Advisors
Connecticut
$12K +$12K +200 New
FWP
612
FAS Wealth Partners
Kansas
$11K +$11K +192 New
CIA
613
Cascade Investment Advisors
Oregon
$9.33K – – –
LF
614
Lee Financial
Texas
$9K – – –
RCA
615
Ranch Capital Advisors
Florida
$9K +$9K +158 New
SHWM
616
Silicon Hills Wealth Management
Texas
$8.41K +$8.41K +299 New
HI
617
Hoey Investments
Pennsylvania
$8K +$8K +134 New
WWM
618
Willingdon Wealth Management
North Carolina
$7K -$5.43M -89,919 -100%
BWA
619
BDO Wealth Advisors
Florida
$7K – – –
SIS
620
Sound Income Strategies
Florida
$7K – – –
CWA
621
Core Wealth Advisors
Florida
$7K +$7K +123 New
IFWM
622
Institute for Wealth Management
Colorado
$7K +$7K +128 New
RBA
623
Richard Bernstein Advisors
New York
$7K +$7K +128 New
TT
624
TI-Trust
Illinois
$6K +$6K +100 New
KFS
625
Kelly Financial Services
Massachusetts
$4.08K – – –
23 24
25
26 27