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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+33
Holders Change %
+7.19%
% of All Funds
10.67%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.08%
New
75
Increased
188
Reduced
150
Closed
35
Calls
$7.74M
Puts
$1.7M
Net Calls
+$6.04M
Net Calls Change
+$4.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$857M
2
Morgan Stanley
Morgan Stanley
New York
$473M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$59.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.9M
5
PAG
Private Advisor Group
New Jersey
$36.2M

Top Sellers

1
GI
Gradient Investments
Minnesota
$313M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.4M
4
UBS Group
UBS Group
Switzerland
$119M
5
Wells Fargo
Wells Fargo
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
126
First Command Financial Services
Texas
$3.46M -$25K -475 -0.7%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$3.45M +$3.18M +60,489 +1,188%
MAP
128
Milestone Advisory Partners
North Carolina
$3.44M +$1.44M +27,378 +72%
WP
129
WMS Partners
Maryland
$3.42M +$27.3K +518 +0.8%
DWA
130
Dorsey Wright & Associates
California
$3.31M -$361K -6,860 -10%
MIAN
131
Mariner Independent Advisor Network
Kansas
$3.13M -$17.9K -340 -0.6%
EWA
132
EP Wealth Advisors
California
$3.05M +$3.05M +57,887 New
AWA
133
Acorn Wealth Advisors
Michigan
$3.02M -$120K -2,257 -4%
FAIM
134
Financial Advocates Investment Management
Washington
$2.89M +$2.48M +47,069 +604%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$2.86M -$180K -3,426 -6%
SWA
136
SFMG Wealth Advisors
Texas
$2.85M +$2.85M +54,135 New
PCFFS
137
Pacific Center for Financial Services
California
$2.79M +$22.4K +425 +0.8%
SS
138
Simplicity Solutions
Minnesota
$2.78M -$1.2M -22,833 -30%
CFA
139
Carroll Financial Associates
North Carolina
$2.75M -$4.75M -90,257 -63%
NF
140
Nikulski Financial
Iowa
$2.72M +$54.3K +1,032 +2%
QA
141
Quantitative Advantage
Minnesota
$2.7M -$77K -1,462 -3%
SC
142
Scotia Capital
Ontario, Canada
$2.64M +$64.5K +1,226 +3%
OC
143
Oppenheimer & Co
New York
$2.63M +$670K +12,733 +34%
AFP
144
Ausdal Financial Partners
Iowa
$2.6M +$301K +5,713 +13%
LFAS
145
Level Four Advisory Services
Texas
$2.56M -$21.4K -407 -0.8%
RJT
146
Raymond James Trust
Florida
$2.51M -$60.5K -1,150 -2%
WWM
147
Western Wealth Management
Colorado
$2.45M -$21.2K -402 -0.9%
WIC
148
Woodmont Investment Counsel
Tennessee
$2.44M -$162K -3,075 -6%
CWM
149
Cornerstone Wealth Management
Missouri
$2.38M +$71.3K +871 +3%
Two Sigma Advisers
150
Two Sigma Advisers
New York
$2.31M +$311K +5,900 +16%
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