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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 %
RCG
176
Ruggie Capital Group
Florida
$711K +$711K +15,003 New
BCM
177
Brookstone Capital Management
Illinois
$691K +$691K +14,581 New
Northern Trust
178
Northern Trust
Illinois
$678K +$153K +3,236 +29%
PP
179
PagnatoKarp Partners
Virginia
$675K -$59.2K -1,249 -8%
CA
180
Calton & Associates
Florida
$674K -$20.8K -424 -3%
AEPG
181
American Economic Planning Group
New Jersey
$673K – – –
DAS
182
Dynamic Advisor Solutions
Arizona
$670K -$11.2K -236 -2%
DC
183
Davenport & Co
Virginia
$657K -$104K -2,202 -14%
RWM
184
RKL Wealth Management
Pennsylvania
$648K – – –
FAT
185
First American Trust
California
$642K – – –
CA
186
Commerzbank Aktiengesellschaft
Germany
$635K +$39.8K +840 +7%
CG
187
Corundum Group
Colorado
$622K +$9.25K +195 +2%
GA
188
Geller Advisors
New York
$614K +$3.32K +70 +0.5%
IRC
189
Investors Research Corp
Georgia
$614K +$161K +3,398 +36%
CCM
190
Catawba Capital Management
Virginia
$597K – – –
MWA
191
MFA Wealth Advisors
Pennsylvania
$595K – – –
VWA
192
V Wealth Advisors
Kansas
$591K +$50.9K +1,060 +9%
NWS
193
Newport Wealth Strategies
California
$575K -$294K -6,190 -34%
SHA
194
Seneca House Advisors
Virginia
$557K -$112K -2,360 -17%
WA
195
WealthTrust-Arizona
Arizona
$553K -$26.3K -554 -5%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$549K +$27.6K +582 +5%
IP
197
Investment Partners
Ohio
$546K -$24.6K -518 -4%
SC
198
SouthState Corp
Florida
$542K -$9.48K -200 -2%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$540K +$98.4K +2,073 +22%
BFC
200
Bedel Financial Consulting
Indiana
$536K +$3.98K +84 +0.7%
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8
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