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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 %
LIM
651
Lathrop Investment Management
Arkansas
– -$285K -4,879 Closed
FIM
652
Frontier Investment Management
Texas
– -$277K -4,753 Closed
PP
653
PDS Planning
Ohio
– -$277K -4,744 Closed
CCG
654
Cypress Capital Group
Florida
– -$267K -4,585 Closed
SP
655
Successful Portfolios
Florida
– -$252K -4,320 Closed
VWM
656
Vigilare Wealth Management
Arizona
– -$259K -4,308 Closed
PFA
657
Pinnacle Family Advisors
Missouri
– -$248K -4,258 Closed
MWM
658
Marietta Wealth Management
Georgia
– -$246K -4,210 Closed
JA
659
JVL Associates
Michigan
– -$242K -4,154 Closed
LW
660
Linscomb Wealth
Texas
– -$236K -4,050 Closed
RW
661
REDW Wealth
New Mexico
– -$233K -4,000 Closed
SS
662
Sunbelt Securities
Texas
– -$233K -3,994 Closed
SMC
663
Smith, Moore & Co
Missouri
– -$228K -3,908 Closed
MIA
664
MainStreet Investment Advisors
Illinois
– -$227K -3,900 Closed
WIA
665
World Investment Advisors
California
– -$224K -3,847 Closed
BDF
666
Balasa Dinverno & Foltz
– -$222K -3,803 Closed
NL
667
NWAM LLC
Washington
– -$222K -3,802 Closed
MFG
668
Merit Financial Group
Georgia
– -$221K -3,794 Closed
SIA
669
Starfire Investment Advisers
Michigan
– -$220K -3,780 Closed
BAC
670
Boys Arnold & Co
North Carolina
– -$219K -3,750 Closed
SBWM
671
Sunflower Bank Wealth Management
Arizona
– -$218K -3,745 Closed
BWM
672
BCS Wealth Management
Tennessee
– -$218K -3,742 Closed
NAS
673
Nicolet Advisory Services
Wisconsin
– -$216K -3,706 Closed
TFO
674
Tarbox Family Office
California
– -$216K -3,701 Closed
WB
675
WesBanco Bank
West Virginia
– -$216K -3,694 Closed
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