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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
Charles Schwab
California
$140M
2
CC
Cassaday & Co
Virginia
$37.8M
3
AFG
Albion Financial Group
Utah
$55.9M
4
BCI
Brinker Capital Investments
Pennsylvania
$26.2M
5
PC
Permanens Capital
New York
$25.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$342M
3
Bank of America
Bank of America
North Carolina
$308M
4
JFA
Johanson Financial Advisors
California
$1.04M
5
GA
Gateway Advisory
New Jersey
$939K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$2.13M -$18.6M -396,045 -90%
Jane Street
177
Jane Street
New York
$2.13M +$2.13M +45,308 New
EWA
178
EP Wealth Advisors
California
$2.12M +$21.1K +449 +1%
IWM
179
IHT Wealth Management
Illinois
$2.09M +$464K +9,895 +29%
ECM
180
ExodusPoint Capital Management
New York
$2.06M +$2.06M +43,895 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$2.06M – – –
WIC
182
Woodmont Investment Counsel
Tennessee
$2.05M -$48.1K -1,025 -2%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$2.02M +$133K +2,832 +7%
LOIM
184
Liberty One Investment Management
Illinois
$2.01M +$5.02K +107 +0.2%
HIIFS
185
Harel Insurance Investments & Financial Services
Israel
$1.99M -$3.18M -66,250 -61%
DWM
186
Darwin Wealth Management
Florida
$1.99M -$37.6K -803 -2%
DC
187
Davenport & Co
Virginia
$1.99M -$1.24M -26,511 -39%
JIC
188
Johnson Investment Counsel
Ohio
$1.99M -$18.2K -387 -0.9%
HAS
189
HBW Advisory Services
California
$1.99M +$584K +12,074 +42%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$1.98M +$75.1K +1,601 +4%
ACM
191
AlphaStar Capital Management
North Carolina
$1.97M -$2.26M -46,399 -53%
QWM
192
QP Wealth Management
New Jersey
$1.94M +$25.3K +518 +1%
IDA
193
Intelligence Driven Advisers
California
$1.93M +$1.93M +41,155 New
WIP
194
Wellesley Investment Partners
Massachusetts
$1.89M -$329K -7,019 -15%
TSS
195
Two Sigma Securities
New York
$1.87M +$1.87M +39,919 New
FA
196
FCG Advisors
New Jersey
$1.84M -$103K -2,196 -5%
HIS
197
Harvest Investment Services
Illinois
$1.82M -$7.37M -157,195 -80%
RJT
198
Raymond James Trust
Florida
$1.79M -$18.8K -401 -1%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$1.78M -$2.5M -53,302 -58%
GT
200
Glenmede Trust
Pennsylvania
$1.74M – – –
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