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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 %
SPIA
201
Steward Partners Investment Advisory
New York
$1.71M -$558K -11,895 -25%
CG
202
Cutler Group
California
$1.7M +$1.7M +36,333 New
AA
203
Ancora Advisors
Ohio
$1.69M -$1.17M -25,036 -41%
Creative Planning
204
Creative Planning
Kansas
$1.67M -$243K -5,169 -13%
PFT
205
Providence First Trust
Arizona
$1.67M – – –
William Blair & Company
206
William Blair & Company
Illinois
$1.66M -$51.2K -1,091 -3%
OWM
207
Opes Wealth Management
California
$1.64M +$150K +3,188 +10%
HA
208
Harfst & Associates
Wyoming
$1.62M -$39.4K -840 -2%
Goldman Sachs
209
Goldman Sachs
New York
$1.6M -$898K -19,138 -36%
IRC
210
Investors Research Corp
Georgia
$1.57M +$350K +7,464 +29%
1W
211
1776 Wealth
Georgia
$1.57M +$773K +14,676 +97%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$51.3K -1,094 -3%
Citadel Advisors
213
Citadel Advisors
Florida
$1.55M -$2.17M -46,200 -58%
SPI
214
Santori & Peters Inc
Pennsylvania
$1.55M -$7.55K -161 -0.5%
IAN
215
Integrated Advisors Network
Texas
$1.55M +$99.8K +2,126 +7%
WA
216
Wambolt & Associates
Colorado
$1.52M -$63.6K -1,355 -4%
WFM
217
Wolff Financial Management
Michigan
$1.51M +$562K +11,981 +59%
FHA
218
First Horizon Advisors
Tennessee
$1.51M +$162K +3,444 +12%
ONST
219
Old North State Trust
North Carolina
$1.51M – – –
BFEC
220
Benjamin F. Edwards & Company
Missouri
$1.5M +$998K +21,273 +199%
CAG
221
Crestwood Advisors Group
Massachusetts
$1.5M -$282 -6 -0%
AWS
222
AJ Wealth Strategies
New York
$1.49M +$4.93K +105 +0.3%
CA
223
Clearstead Advisors
Ohio
$1.48M +$1.02M +21,765 +224%
PA
224
Parallel Advisors
California
$1.48M -$297K -6,332 -17%
SS
225
Simplicity Solutions
Minnesota
$1.44M +$802K +17,102 +125%
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