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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$734M 15,483,131 +2,989,901 +24%
Morgan Stanley
2
Morgan Stanley
New York
$441M 9,310,550 +1,700,856 +22%
CSIA
3
Charles Schwab Investment Advisory
California
$223M 4,702,245 +4,702,245 New
Invesco
4
Invesco
Georgia
$190M 4,013,924 -39,248 -1%
Wells Fargo
5
Wells Fargo
California
$143M 3,020,945 +412,763 +16%
Ameriprise
6
Ameriprise
Minnesota
$122M 2,562,902 -127,693 -5%
UBS Group
7
UBS Group
Switzerland
$88.3M 1,862,674 -305,325 -14%
LPL Financial
8
LPL Financial
California
$82.9M 1,748,418 -30,513 -2%
GA
9
Gateway Advisory
New Jersey
$72.5M 1,530,051 +758,992 +98%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$65.8M 1,386,921 -22,484 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$57.9M 1,221,428 -33,588 -3%
MML Investors Services
12
MML Investors Services
Massachusetts
$50.2M 1,059,251 -11,907 -1%
PI
13
PFS Investments
Georgia
$44.4M 922,745 +208,873 +29%
BCI
14
Brinker Capital Investments
Pennsylvania
$43M 906,740 +86,176 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$41.1M 867,505 +11,797 +1%
PFS
16
Prospera Financial Services
Texas
$37.4M 780,742 +39,228 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$36.4M 761,147 +50,205 +7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$31.9M 673,334 +24,614 +4%
NC
19
NewSquare Capital
Pennsylvania
$28.8M 596,434 +18,060 +3%
SBL
20
Sargent Bickham Lagudis
Colorado
$28.4M 598,307 +34,738 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.2M 573,079 -30,983 -5%
RJA
22
Raymond James & Associates
Florida
$23.3M 491,988 +5,282 +1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$20.3M 432,574 – –
CS
24
Credit Suisse
Switzerland
$19.6M 412,562 +217,588 +112%
CWM
25
Cornerstone Wealth Management
Missouri
$18.7M 887,542 +867,109 +4,244%
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