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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
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
601
Dorsey Wright & Associates
California
– -$13.5M -231,899 Closed
AIA
602
Arrow Investment Advisors
Maryland
– -$11.9M -203,626 Closed
PS
603
Portfolio Strategies
New York
– -$7.99M -136,878 Closed
CAC
604
Cowen and Company
New York
– -$7.62M -130,600 Closed
BAAM
605
Baker Avenue Asset Management
California
– -$6.66M -114,214 Closed
MWM
606
MinichMacGregor Wealth Management
New York
– -$6.59M -112,897 Closed
CWA
607
Clarus Wealth Advisors
Arizona
– -$6.43M -110,457 Closed
JWCA
608
J.W. Cole Advisors
Florida
– -$5.73M -98,261 Closed
FFC
609
Fure Financial Corporation
Minnesota
– -$5.71M -97,791 Closed
Millennium Management
610
Millennium Management
New York
– -$5.14M -88,066 Closed
NCM
611
Niemann Capital Management
Nevada
– -$4.28M -73,301 Closed
SCP
612
Silverleafe Capital Partners
Tennessee
– -$4.23M -72,468 Closed
Squarepoint
613
Squarepoint
New York
– -$3.77M -64,545 Closed
ACM
614
Avalon Capital Management
California
– -$3.43M -58,771 Closed
MWM
615
Moulton Wealth Management
Washington
– -$3.37M -58,132 Closed
SWA
616
SFMG Wealth Advisors
Texas
– -$3.25M -55,625 Closed
PWG
617
Private Wealth Group
Florida
– -$2.09M -35,795 Closed
BFA
618
Beaumont Financial Advisors
Massachusetts
– -$1.98M -33,866 Closed
RFN
619
RDA Financial Network
Iowa
– -$1.73M -28,789 Closed
FFG
620
Ford Financial Group
California
– -$1.47M -25,116 Closed
KM
621
Kalos Management
Georgia
– -$1.42M -23,232 Closed
Manulife (Manufacturers Life Insurance)
622
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.19M -20,366 Closed
ONB
623
Old National Bancorp
Indiana
– -$1.11M -19,000 Closed
PA
624
PSI Advisors
Florida
– -$1.07M -18,263 Closed
BCP
625
Berkeley Capital Partners
Georgia
– -$976K -16,723 Closed
23 24
25
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