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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
51
Increased
127
Reduced
122
Closed
22
Calls
–
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K

Top Buyers

1
DCC
1
Dow Chemical Company
Michigan
$226M
2
Morgan Stanley
2
Morgan Stanley
New York
$545M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$65.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$71.7M
5
AA
5
Apriem Advisors
California
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$531M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$24.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$17.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$0
5
PFS
5
Prospera Financial Services
Texas
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$2.04M +$464K +9,378 +29%
Millennium Management
127
Millennium Management
New York
$1.98M -$758K -15,304 -28%
HA
128
Harfst & Associates
Wyoming
$1.97M -$516K -10,414 -21%
AIP
129
Almanack Investment Partners
Pennsylvania
$1.93M +$1.93M +39,005 New
JIC
130
Johnson Investment Counsel
Ohio
$1.87M +$1.87M +37,735 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$1.81M +$87K +1,756 +5%
BFPW
132
BOK Financial Private Wealth
Colorado
$1.81M – – –
NF
133
Nikulski Financial
Iowa
$1.8M +$1.8M +37,426 New
ONST
134
Old North State Trust
North Carolina
$1.79M +$1.79M +36,132 New
Bank of New York Mellon
135
Bank of New York Mellon
New York
$1.76M -$66.2K -1,336 -4%
Creative Planning
136
Creative Planning
Kansas
$1.75M +$157K +3,164 +10%
PA
137
PFG Advisors
Arizona
$1.73M +$365K +7,622 +27%
SPIA
138
Steward Partners Investment Advisory
New York
$1.71M -$88.2K -1,781 -5%
Barclays
139
Barclays
United Kingdom
$1.66M +$321K +6,491 +24%
SA
140
Strategic Advisors
New York
$1.61M +$1.61M +32,503 New
BHB
141
Bank Hapoalim BM
Israel
$1.55M -$79.5K -1,605 -5%
DADC
142
D.A. Davidson & Co
Montana
$1.54M -$29.3K -592 -2%
GFPC
143
Global Financial Private Capital
Florida
$1.52M +$21.1K +427 +1%
MSAM
144
Moloney Securities Asset Management
Missouri
$1.52M +$42.1K +851 +3%
AWS
145
AJ Wealth Strategies
New York
$1.49M +$261K +5,262 +21%
3AM
146
3D Asset Management
Connecticut
$1.44M -$23.9K -482 -2%
Mariner
147
Mariner
Kansas
$1.43M -$42.5K -858 -3%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$1.42M +$276K +5,576 +24%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.4M +$12K +242 +0.9%
IAS
150
IMA Advisory Services
Colorado
$1.4M -$101K -2,050 -7%
4 5
6
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