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Invesco S&P 500 Low Volatility ETF

368 hedge funds and large institutions have $3.04B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
36
Increased
107
Reduced
149
Closed
38
Calls
$2.08M
Puts
$4.63M
Net Calls
-$2.56M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$587M -$197M -4,194,932 -25%
Morgan Stanley
2
Morgan Stanley
New York
$357M -$556M -11,831,536 -61%
WIM
3
Windhaven Investment Management
Massachusetts
$226M -$552K -11,762 -0.2%
Invesco
4
Invesco
Georgia
$190M +$2.07M +44,096 +1%
Ameriprise
5
Ameriprise
Minnesota
$126M -$16.9M -360,783 -12%
Wells Fargo
6
Wells Fargo
California
$123M +$8.14M +173,274 +7%
UBS Group
7
UBS Group
Switzerland
$102M -$17.5M -372,081 -15%
LPL Financial
8
LPL Financial
California
$83.6M -$5.63M -119,852 -6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$66.2M -$4.85M -103,176 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$58.9M +$2.44M +52,028 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$50.3M -$4.51M -95,979 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$40.2M +$1.63M +34,679 +4%
BCI
13
Brinker Capital Investments
Pennsylvania
$38.5M +$38M +809,355 +7,221%
GA
14
Gateway Advisory
New Jersey
$36.2M -$1.39M -29,535 -4%
PFS
15
Prospera Financial Services
Texas
$34.9M +$1.51M +32,053 +5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$3.68M +78,767 +12%
PI
17
PFS Investments
Georgia
$33.1M +$9.73M +209,711 +42%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$30.5M -$3.07M -65,432 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$28.4M +$823K +17,518 +3%
SBL
20
Sargent Bickham Lagudis
Colorado
$26.5M -$3.54M -75,367 -12%
NC
21
NewSquare Capital
Pennsylvania
$26.4M +$2.46M +53,870 +10%
RJA
22
Raymond James & Associates
Florida
$22.9M -$828K -17,638 -3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$20.3M +$781K +16,634 +4%
LPT
24
Legacy Private Trust
Wisconsin
$19.7M -$7.13M -151,764 -27%
KFA
25
Kays Financial Advisory
Georgia
$18.7M +$18.7M +398,630 New