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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 %
FAG
126
Financial Advisory Group
Texas
$4.08M -$253K -5,395 -6%
KA
127
Klingman & Associates
New York
$4.03M -$32.8K -700 -0.8%
AIP
128
Almanack Investment Partners
Pennsylvania
$3.98M +$3.98M +84,750 New
MWPCG
129
Measured Wealth Private Client Group
New Hampshire
$3.96M +$66.7K +1,422 +2%
SMFS
130
Squar Milner Financial Services
California
$3.95M -$1.84M -39,305 -32%
AFP
131
Ausdal Financial Partners
Iowa
$3.89M +$341K +6,847 +10%
FAAS
132
First Allied Advisory Services
California
$3.78M -$4.36M -93,002 -54%
ACM
133
Ashford Capital Management
Delaware
$3.6M +$3.6M +76,650 New
OC
134
Oppenheimer & Co
New York
$3.58M +$536K +11,420 +18%
GWM
135
Geneos Wealth Management
Colorado
$3.55M -$47 -1 -0%
I
136
IberiaBank
Louisiana
$3.54M -$944K -20,109 -21%
Mariner
137
Mariner
Kansas
$3.5M -$1.39M -29,649 -28%
RI
138
Ridgewood Investments
New Jersey
$3.46M -$75.3K -1,605 -2%
NL
139
NVWM LLC
Pennsylvania
$3.34M +$2.99M +63,688 +840%
SHA
140
Seneca House Advisors
Virginia
$3.22M +$949K +20,224 +42%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M -$13K -277 -0.4%
PWM
142
Peterson Wealth Management
Nevada
$3.15M -$1.7M -36,270 -35%
DBT
143
Dubuque Bank & Trust
Iowa
$3.12M +$1.79M +38,222 +135%
OPS
144
Orion Portfolio Solutions
Nebraska
$3.01M +$394K +8,398 +15%
CA
145
Calton & Associates
Florida
$2.94M +$853K +18,184 +41%
UCFA
146
United Capital Financial Advisors
Texas
$2.89M -$104K -2,208 -3%
MIAN
147
Mariner Independent Advisor Network
Kansas
$2.86M -$242K -5,396 -8%
AI
148
Atria Investments
North Carolina
$2.85M -$3.23M -68,859 -53%
WCG
149
Weaver Consulting Group
California
$2.85M -$18.5K -395 -0.6%
FTUS
150
Flow Traders U.S.
New York
$2.84M +$2.84M +60,595 New
4 5
6
7 8