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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 %
NF
151
Nikulski Financial
Iowa
$2.84M -$202K -4,298 -7%
SCM
152
Southport Capital Management
Tennessee
$2.81M -$443K -9,444 -14%
PCFFS
153
Pacific Center for Financial Services
California
$2.76M +$254K +5,413 +10%
N
154
Natixis
France
$2.73M +$1.39M +29,687 +104%
WCM
155
WealthBridge Capital Management
Ohio
$2.68M +$766K +16,332 +40%
KL
156
KWMG LLC
Kansas
$2.68M -$76.2K -1,623 -3%
RA
157
RFG Advisory
Alabama
$2.67M -$870K -18,541 -25%
CFA
158
Carroll Financial Associates
North Carolina
$2.53M +$56K +1,193 +2%
CG
159
Colony Group
Massachusetts
$2.46M -$251K -5,350 -9%
WP
160
WMS Partners
Maryland
$2.43M -$704K -15,000 -22%
AWA
161
Acorn Wealth Advisors
Michigan
$2.42M -$224K -4,716 -8%
LFAS
162
Level Four Advisory Services
Texas
$2.4M -$96.7K -2,066 -4%
VWA
163
Visionary Wealth Advisors
Illinois
$2.4M -$3.33M -70,974 -58%
11A
164
10-15 Associates
New York
$2.4M +$109K +2,315 +5%
AIC
165
Ameritas Investment Company
Nebraska
$2.36M +$796K +17,213 +51%
KFGK
166
Keystone Financial Group (Kentucky)
Kentucky
$2.34M -$31.2K -665 -1%
AWM
167
AE Wealth Management
Kansas
$2.27M +$847K +18,050 +60%
XF
168
XML Financial
Maryland
$2.27M +$1.89M +40,222 +495%
JWS
169
Juncture Wealth Strategies
Arizona
$2.26M +$196K +4,185 +10%
WWM
170
Western Wealth Management
Colorado
$2.23M +$2.07K +44 +0.1%
CIAS
171
Capital Investment Advisory Services
North Carolina
$2.21M +$199K +4,243 +10%
FTS
172
Fifth Third Securities
Ohio
$2.2M -$3.39M -72,166 -61%
PSUF
173
People's United Financial
Connecticut
$2.17M – – –
TFS
174
Thoroughbred Financial Services
Tennessee
$2.17M +$495K +10,550 +30%
DADC
175
D.A. Davidson & Co
Montana
$2.15M +$437K +9,311 +25%
5 6
7
8 9