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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$75.1M
2
LPL Financial
2
LPL Financial
California
$239M
3
Invesco
3
Invesco
Georgia
$306M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
GA
5
Geller Advisors
New York
$27.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$504M
2
GI
2
Gradient Investments
Minnesota
$1.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$116M
4
Morgan Stanley
4
Morgan Stanley
New York
$554M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$29K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Peterson Wealth Management
Nevada
$6.05M +$6.05M +103,293 New
DBRC
127
D.B. Root & Company
Pennsylvania
$6.04M +$1.58M +27,145 +36%
CRC
128
Curi RMB Capital
Illinois
$5.98M -$519K -8,889 -8%
JWCA
129
J.W. Cole Advisors
Florida
$5.73M +$5.73M +98,261 New
SC
130
Scotia Capital
Ontario, Canada
$5.73M -$190K -3,251 -3%
FFC
131
Fure Financial Corporation
Minnesota
$5.71M +$5.71M +97,791 New
I
132
IberiaBank
Louisiana
$5.57M +$710K +12,164 +15%
FAG
133
Financial Advisory Group
Texas
$5.39M -$462K -7,926 -8%
AGA
134
Arkos Global Advisors
Texas
$5.3M -$110K -1,889 -2%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$5.29M +$5.29M +91,140 New
DA
136
Detalus Advisors
Missouri
$5.25M +$5.25M +89,969 New
Millennium Management
137
Millennium Management
New York
$5.14M +$1.7M +29,114 +49%
ACM
138
AlphaStar Capital Management
North Carolina
$5.06M +$61K +1,046 +1%
KA
139
Klingman & Associates
New York
$5.05M – – –
MPW
140
Monterey Private Wealth
California
$5.04M +$5.04M +86,329 New
FHA
141
Flagship Harbor Advisors
Massachusetts
$4.98M +$305K +5,236 +7%
FPB
142
First PREMIER Bank
South Dakota
$4.94M +$216K +3,697 +5%
MWPCG
143
Measured Wealth Private Client Group
New Hampshire
$4.84M -$4.65M -79,627 -49%
CF
144
Centaurus Financial
California
$4.82M -$12.6K -216 -0.3%
TW
145
Transform Wealth
Colorado
$4.77M -$111K -1,907 -2%
Citadel Advisors
146
Citadel Advisors
Florida
$4.63M +$134K +2,300 +3%
RA
147
RFG Advisory
Alabama
$4.41M +$368K +6,315 +9%
RI
148
Ridgewood Investments
New Jersey
$4.4M -$55K -943 -1%
GWM
149
Geneos Wealth Management
Colorado
$4.4M +$568K +9,763 +15%
IA
150
IFG Advisory
Georgia
$4.39M -$174K -2,980 -4%
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