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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 %
SIA
76
Sovereign Investment Advisors
Arizona
$7.84M +$48.4K +1,031 +0.6%
UB
77
UMB Bank
Missouri
$7.74M +$71K +1,513 +0.9%
CL
78
CPWM LLC
Washington
$7.5M -$824K -17,555 -10%
NA
79
NewEdge Advisors
Louisiana
$7.27M +$694K +14,782 +11%
MI
80
Moneywise Inc
Virginia
$7.15M +$261K +5,566 +4%
SWP
81
Stratos Wealth Partners
Ohio
$7.13M -$718K -15,310 -9%
BI
82
Ballast Inc
Kentucky
$7.12M +$192K +4,084 +3%
PCM
83
Peak Capital Management
Colorado
$7.06M -$286K -6,085 -4%
TRCT
84
Tower Research Capital (TRC)
New York
$6.95M +$6.69M +142,668 +2,594%
FHC
85
First Heartland Consultants
Missouri
$6.91M +$1.35M +28,814 +24%
GLR
86
Great Lakes Retirement
Ohio
$6.86M -$6.53M -139,279 -49%
MWM
87
MorganRosel Wealth Management
Colorado
$6.76M -$381K -8,110 -5%
DBRC
88
D.B. Root & Company
Pennsylvania
$6.55M +$1.69M +36,033 +35%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$6.29M +$6.29M +133,999 New
PCMC
90
Paragon Capital Management (Colorado)
Colorado
$6.13M +$6.13M +130,655 New
MAP
91
Milestone Advisory Partners
North Carolina
$6.11M +$197K +4,205 +3%
ACA
92
Ascension Capital Advisors
Texas
$5.99M -$12.7K -270 -0.2%
IA
93
IFG Advisory
Georgia
$5.89M +$2.36M +50,226 +67%
CAG
94
Csenge Advisory Group
Florida
$5.8M +$374K +7,979 +7%
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$5.57M -$1.05M -22,448 -16%
Two Sigma Investments
96
Two Sigma Investments
New York
$5.5M -$6.9M -147,000 -56%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$5.46M -$18.4M -391,854 -77%
MPW
98
Monterey Private Wealth
California
$5.45M +$1.4M +29,793 +35%
MWM
99
Merriman Wealth Management
Washington
$5.42M -$241K -5,134 -4%
RIM
100
Rampart Investment Management
Connecticut
$5.42M +$5.42M +115,523 New
2 3
4
5 6