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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 %
PP
151
Patten & Patten
Tennessee
$1.04M +$11.9K +250 +1%
MIH
152
Meitav Investment House
Israel
$1.02M -$254K -5,366 -20%
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$1.01M -$48.2K -1,017 -5%
G
154
GenTrust
Florida
$999K -$499K -10,532 -33%
HIIFS
155
Harel Insurance Investments & Financial Services
Israel
$991K +$390K +8,229 +65%
AA
156
Ancora Advisors
Ohio
$969K -$19K -400 -2%
CCP
157
Corient Capital Partners
California
$956K – – –
JFA
158
Johanson Financial Advisors
California
$947K -$13.8K -291 -1%
OC
159
Oppenheimer & Co
New York
$936K -$76.2K -1,606 -8%
NFG
160
Next Financial Group
Texas
$917K -$697K -14,704 -43%
Comerica Bank
161
Comerica Bank
Texas
$913K +$52.1K +1,077 +6%
RG
162
Rikoon Group
New Mexico
$911K +$911K +19,209 New
PWS
163
Paragon Wealth Strategies
Florida
$903K +$23.4K +493 +3%
SWM
164
SeaCrest Wealth Management
New York
$897K -$5.45K -115 -0.6%
CCA
165
Clearwater Capital Advisors
Illinois
$897K – – –
N
166
Natixis
France
$846K +$3.55K +75 +0.4%
AIA
167
Allied Investment Advisors
Montana
$808K – – –
SBSB
168
Sullivan, Bruyette, Speros & Blaney
Virginia
$787K -$30.1K -635 -4%
ACS
169
Archford Capital Strategies
Illinois
$775K +$775K +16,349 New
PP
170
Professional Planning
California
$770K -$39.3K -830 -5%
BCP
171
Berkeley Capital Partners
Georgia
$755K -$2.42M -51,049 -76%
HFA
172
High Falls Advisors
New York
$748K +$1.9K +40 +0.3%
IWM
173
IHT Wealth Management
Illinois
$728K -$4.08K -86 -0.6%
Cerity Partners
174
Cerity Partners
New York
$711K – – –
KeyBank National Association
175
KeyBank National Association
Ohio
$711K +$711K +15,000 New
5 6
7
8 9