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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
1
Charles Schwab
California
$140M
2
CC
2
Cassaday & Co
Virginia
$37.8M
3
AFG
3
Albion Financial Group
Utah
$55.9M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
5
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$342M
3
Bank of America
3
Bank of America
North Carolina
$308M
4
JFA
4
Johanson Financial Advisors
California
$1.04M
5
GA
5
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$14.1M -$7.02M -149,637 -33%
QA
52
Quantitative Advantage
Minnesota
$13.7M +$13.7M +292,496 New
LPT
53
Legacy Private Trust
Wisconsin
$13M -$4.25M -90,621 -25%
HF
54
HRT Financial
New York
$12.6M +$12.6M +268,800 New
JWA
55
JFS Wealth Advisors
Pennsylvania
$12.5M +$6.84M +145,715 +120%
CAL
56
Capital Advisors Ltd
Ohio
$11.9M +$248K +5,294 +2%
SI
57
Stephens Inc
Arkansas
$11.9M +$3.48M +74,262 +41%
ACM
58
Armbruster Capital Management
New York
$11.5M +$474K +10,097 +4%
EC
59
Estate Counselors
Wisconsin
$11.1M +$183K +3,905 +2%
FFN
60
Focus Financial Network
Minnesota
$11.1M -$2.92M -62,299 -21%
SFS
61
Sowell Financial Services
Arkansas
$10.5M +$9.82M +209,325 +1,362%
HighTower Advisors
62
HighTower Advisors
Illinois
$10.3M -$696K -14,856 -6%
APA
63
American Portfolios Advisors
New York
$10.2M -$312K -6,642 -3%
AWE
64
Avidian Wealth Enterprises
Texas
$10.1M -$24.1M -513,366 -70%
AP
65
Adero Partners
California
$9.73M -$1.59M -33,827 -14%
AAS
66
Avantax Advisory Services
Texas
$9.15M +$2.56M +54,700 +39%
Citigroup
67
Citigroup
New York
$9.09M +$188K +4,017 +2%
VC
68
Veracity Capital
Georgia
$8.87M +$1.06M +22,605 +14%
SAM
69
Securian Asset Management
Minnesota
$8.78M – – –
PA
70
PFG Advisors
Arizona
$8.71M +$312K +6,263 +4%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$8.54M -$2.02M -42,975 -19%
NC
72
NewSquare Capital
Pennsylvania
$8.26M -$23.4M -499,082 -74%
WFA
73
Wade Financial Advisory
California
$8.23M +$8.23M +175,428 New
EWP
74
Engrave Wealth Partners
Texas
$8.01M +$511K +10,883 +7%
HNB
75
Huntington National Bank
Ohio
$7.92M -$9.85M – –
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