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Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$545M 11,008,998 +1,698,448 +18%
Bank of America
2
Bank of America
North Carolina
$531M 10,726,505 -4,756,626 -31%
Ameriprise
3
Ameriprise
Minnesota
$470M 2,649,013 +86,111 +3%
DCC
4
Dow Chemical Company
Michigan
$226M 4,573,833 +4,573,833 New
CSIA
5
Charles Schwab Investment Advisory
California
$222M 4,487,872 -214,373 -5%
Invesco
6
Invesco
Georgia
$194M 3,926,612 -87,312 -2%
Wells Fargo
7
Wells Fargo
California
$153M 3,097,388 +76,443 +3%
UBS Group
8
UBS Group
Switzerland
$92.2M 1,862,195 -479 -0%
LPL Financial
9
LPL Financial
California
$89.7M 1,812,098 +63,680 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$76.3M 1,540,314 +318,886 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$71.7M 1,448,450 +580,945 +67%
GA
12
Gateway Advisory
New Jersey
$71.7M 1,447,650 -82,401 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$67.3M 1,359,779 -27,142 -2%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$65.5M 1,321,984 +1,315,483 +20,235%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$55.1M 1,153,710 +392,563 +52%
PI
16
PFS Investments
Georgia
$50.1M 1,010,838 +88,093 +10%
NC
17
NewSquare Capital
Pennsylvania
$32.7M 659,612 +63,178 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$31.7M 640,896 +67,817 +12%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$31.2M 630,934 -42,400 -6%
SBL
20
Sargent Bickham Lagudis
Colorado
$30.1M 606,835 +8,528 +1%
CS
21
Credit Suisse
Switzerland
$28.2M 569,631 +157,069 +38%
PAG
22
Private Advisor Group
New Jersey
$27M 545,576 +363,457 +200%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$25.8M 520,723 +142,642 +38%
MML Investors Services
24
MML Investors Services
Massachusetts
$24.2M 488,906 -570,345 -54%
RJA
25
Raymond James & Associates
Florida
$23.2M 468,349 -23,639 -5%