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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 %
UWM
626
USAdvisors Wealth Management
Minnesota
– -$824K -14,120 Closed
LWMM
627
Legacy Wealth Management (Mississippi)
Mississippi
– -$754K -12,924 Closed
TCM
628
Tuttle Capital Management
Connecticut
– -$719K -12,327 Closed
IUHSA
629
Itau Unibanco Holding S.A.
Brazil
– -$710K -12,169 Closed
MWA
630
MFA Wealth Advisors
Pennsylvania
– -$706K -12,086 Closed
BRWM
631
B. Riley Wealth Management
Tennessee
– -$702K -12,029 Closed
PWS
632
Paragon Wealth Strategies
Florida
– -$679K -11,646 Closed
PCS
633
Personal CFO Solutions
New Jersey
– -$622K -10,662 Closed
Cerity Partners
634
Cerity Partners
New York
– -$580K -9,944 Closed
BCA
635
Bay Colony Advisors
Massachusetts
– -$503K -8,400 Closed
AL
636
Aspiriant LLC
California
– -$482K -8,267 Closed
HIC
637
Holderness Investments Company
North Carolina
– -$452K -7,755 Closed
PWMAG
638
Pinnacle Wealth Management Advisory Group
New Jersey
– -$448K -7,681 Closed
MA
639
Mutual Advisors
Nebraska
– -$439K -7,528 Closed
Brown Advisory
640
Brown Advisory
Maryland
– -$408K -6,996 Closed
LRIA
641
Leonard Rickey Investment Advisors
Washington
– -$404K -6,933 Closed
EWM
642
Edge Wealth Management
New York
– -$387K -6,649 Closed
VCA
643
Verdence Capital Advisors
Maryland
– -$383K -6,563 Closed
DIM
644
Delta Investment Management
California
– -$379K -6,497 Closed
JCM
645
Jag Capital Management
Missouri
– -$374K -6,403 Closed
JPG
646
Jordan Park Group
California
– -$360K -6,172 Closed
SWM
647
Segment Wealth Management
Texas
– -$330K -5,651 Closed
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
– -$307K -5,260 Closed
CPO
649
Cerity Partners OCIO
New York
– -$313K -5,158 Closed
Neuberger Berman Group
650
Neuberger Berman Group
New York
– -$290K -4,975 Closed
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