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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 %
PWM
626
Provident Wealth Management
Tennessee
$4K +$4K +70 New
DSC
627
Duncker Streett & Co
Missouri
$4K +$4K +75 New
FGAM
628
Financial Gravity Asset Management
Texas
$2K -$118K -2,117 -98%
TCM
629
Tradewinds Capital Management
Washington
$2K – – –
PWMG
630
Prestige Wealth Management Group
New Jersey
$2K +$2K +38 New
CWC
631
Carolinas Wealth Consulting
North Carolina
$1K +$1K +17 New
LC
632
Lindbrook Capital
California
$1K +$1K +24 New
LS
633
Leelyn Smith
Illinois
$100 +$100 +1,721 New
PGAM
634
Princeton Global Asset Management
New Jersey
$17 – – –
MCIA
635
Mountain Capital Investment Advisors
Colorado
– -$25.3M -437,084 Closed
TI
636
TTP Investments
California
– -$25.3M -436,748 Closed
MTWSIF
637
Mivtachim The Workers Social Insurance Fund
Israel
– -$21.1M -364,000 Closed
QA
638
Quantitative Advantage
Minnesota
– -$20.4M -352,287 Closed
PWAG
639
Polaris Wealth Advisory Group
California
– -$11.7M -206,769 Closed
RA
640
Rational Advisors
New York
– -$7.62M -131,543 Closed
RIM
641
Rampart Investment Management
Connecticut
– -$6.65M -114,875 Closed
Axa
642
Axa
France
– -$6.17M -106,480 Closed
PP
643
Prudential plc
United Kingdom
– -$5.27M -90,924 Closed
PF
644
Phoenix Financial
Israel
– -$1.96M -35,403 Closed
Nomura Asset Management
645
Nomura Asset Management
Japan
– -$1.49M -25,700 Closed
CG
646
Cutler Group
California
– -$1.13M -19,526 Closed
TSS
647
Two Sigma Securities
New York
– -$895K -15,457 Closed
CA
648
Commerzbank Aktiengesellschaft
Germany
– -$874K -15,090 Closed
FAT
649
First American Trust
California
– -$861K -14,873 Closed
RCG
650
Ruggie Capital Group
Florida
– -$639K -11,036 Closed
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