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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$558M
2
GA
2
Gateway Advisory
New Jersey
$94.2M
3
PFS
3
Prospera Financial Services
Texas
$50.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$131M
5
Bank of America
5
Bank of America
North Carolina
$925M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$14.5M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$769K
3
UBS Group
3
UBS Group
Switzerland
$102M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$0
5
HNB
5
Huntington National Bank
Ohio
$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$2.09M +$2.09M +38,065 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$2.06M – – –
HA
178
Harfst & Associates
Wyoming
$1.99M -$121K -2,206 -6%
PWG
179
Private Wealth Group
Florida
$1.98M -$253K -4,600 -11%
BFPW
180
BOK Financial Private Wealth
Colorado
$1.98M +$119K +2,158 +6%
GWM
181
Geneos Wealth Management
Colorado
$1.97M +$236K +4,289 +14%
FHA
182
First Horizon Advisors
Tennessee
$1.96M +$190K +3,447 +11%
AWM
183
AE Wealth Management
Kansas
$1.95M +$1.3M +23,650 +201%
AA
184
Ancora Advisors
Ohio
$1.91M -$274K -4,975 -13%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$1.9M +$659K +11,931 +53%
BAM
186
Belpointe Asset Management
Nevada
$1.86M +$1.86M +33,871 New
Manulife (Manufacturers Life Insurance)
187
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M +$1.86M +33,817 New
Fidelity Investments
188
Fidelity Investments
Massachusetts
$1.85M +$1.41M +25,680 +325%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M +$103K +1,870 +6%
DADC
190
D.A. Davidson & Co
Montana
$1.84M -$2.15K -39 -0.1%
Cerity Partners
191
Cerity Partners
New York
$1.82M +$765K +13,903 +72%
ONST
192
Old North State Trust
North Carolina
$1.8M – – –
ACM
193
Allred Capital Management
Texas
$1.79M -$40.2K -723 -2%
WA
194
Wambolt & Associates
Colorado
$1.79M +$101K +1,828 +6%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$1.77M +$60.9K +1,108 +4%
AWS
196
AJ Wealth Strategies
New York
$1.74M – – –
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1.69M -$38.5K -700 -2%
WCM
198
WealthBridge Capital Management
Ohio
$1.68M -$49.4K -1,058 -3%
MSAM
199
Moloney Securities Asset Management
Missouri
$1.63M -$556K -10,113 -25%
BCM
200
Beck Capital Management
Texas
$1.61M +$36K +655 +2%
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