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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$223M
2
Bank of America
2
Bank of America
North Carolina
$734M
3
Morgan Stanley
3
Morgan Stanley
New York
$441M
4
GA
4
Gateway Advisory
New Jersey
$72.5M
5
Wells Fargo
5
Wells Fargo
California
$143M

Top Sellers

1
KFA
1
Kays Financial Advisory
Georgia
$1.09M
2
UBS Group
2
UBS Group
Switzerland
$88.3M
3
HNB
3
Huntington National Bank
Ohio
$14.5M
4
HCM
4
Hollencrest Capital Management
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
IMA Advisory Services
Colorado
$1.44M -$357K -7,532 -20%
MSAM
127
Moloney Securities Asset Management
Missouri
$1.42M -$206K -4,348 -13%
Mariner
128
Mariner
Kansas
$1.41M +$1.41M +29,714 New
3AM
129
3D Asset Management
Connecticut
$1.4M -$4.65K -98 -0.3%
Goldman Sachs
130
Goldman Sachs
New York
$1.39M -$1.91M -40,308 -58%
PA
131
PFG Advisors
Arizona
$1.35M +$72.1K +1,521 +6%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.33M +$430K +9,063 +48%
Barclays
133
Barclays
United Kingdom
$1.28M +$475K +10,014 +59%
BCM
134
Beck Capital Management
Texas
$1.28M -$71.6K -1,510 -5%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$1.23M -$89.6K -1,891 -7%
GWM
136
Geneos Wealth Management
Colorado
$1.2M +$1.2M +25,308 New
AWS
137
AJ Wealth Strategies
New York
$1.18M -$118K -2,484 -9%
AW
138
ACG Wealth
Georgia
$1.17M +$249K +5,244 +27%
Wolverine Trading
139
Wolverine Trading
Illinois
$1.16M – – –
KA
140
Kovack Advisors
Florida
$1.16M -$258K -5,439 -18%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$1.12M +$1.12M +23,669 New
WP
142
WealthSource Partners
California
$1.12M +$345K +7,277 +45%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$1.11M -$80.6K -1,700 -7%
KCM
144
Kendall Capital Management
Maryland
$1.11M +$872K +18,400 +368%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$1.1M +$633K +13,341 +136%
William Blair & Company
146
William Blair & Company
Illinois
$1.1M -$3.17M -66,895 -74%
KFA
147
Kays Financial Advisory
Georgia
$1.09M -$17.8M -375,750 -94%
SPI
148
Santori & Peters Inc
Pennsylvania
$1.07M -$117K -2,468 -10%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$1.06M +$220K +4,633 +26%
LC
150
Landaas & Company
Wisconsin
$1.05M +$901 +19 +0.1%
4 5
6
7 8