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Invesco S&P 500 Low Volatility ETF

459 hedge funds and large institutions have $3.87B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 30 closing their positions.

Holders
459
Holders Change
+71
Holders Change %
+18.3%
% of All Funds
10.24%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
1.09%
New
105
Increased
149
Reduced
117
Closed
30
Calls
$1.42M
Puts
$350K
Net Calls
+$1.07M
Net Calls Change
+$3.52M
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$333M 7,128,034 +7,125,785 +316,842%
Morgan Stanley
2
Morgan Stanley
New York
$297M 6,376,126 -4,632,872 -42%
Bank of America
3
Bank of America
North Carolina
$296M 6,339,126 -4,387,379 -41%
Wells Fargo
4
Wells Fargo
California
$215M 4,599,381 +1,501,993 +48%
DCC
5
Dow Chemical Company
Michigan
$213M 4,573,833
CSIA
6
Charles Schwab Investment Advisory
California
$197M 4,213,728 -274,144 -6%
Invesco
7
Invesco
Georgia
$171M 3,658,653 -267,959 -7%
Ameriprise
8
Ameriprise
Minnesota
$144M 3,090,169 +441,156 +17%
UBS Group
9
UBS Group
Switzerland
$136M 2,909,805 +1,047,610 +56%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$102M 2,194,280 +834,501 +61%
LPL Financial
11
LPL Financial
California
$92.1M 1,974,217 +162,119 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$73.8M 1,582,209 +133,759 +9%
BCI
13
Brinker Capital Investments
Pennsylvania
$66M 1,414,889 +1,068,276 +308%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$59.4M 1,272,770 -267,544 -17%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$56.6M 1,168,302 +14,592 +1%
PI
16
PFS Investments
Georgia
$53.7M 1,144,842 +134,004 +13%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$52.3M 1,121,100 +755,993 +207%
SEI Investments
18
SEI Investments
Pennsylvania
$35.2M 902,141 +785,537 +674%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$35.1M 751,425 +230,702 +44%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$34.5M 738,729 +97,833 +15%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$33.3M 713,916 +255,728 +56%
AG
22
Advisor Group
Arizona
$33.2M 711,023 +398,708 +128%
GA
23
Gateway Advisory
New Jersey
$32.2M 689,878 -757,772 -52%
NC
24
NewSquare Capital
Pennsylvania
$30.7M 657,769 -1,843 -0.3%
BCM
25
Brookstone Capital Management
Illinois
$29.5M 631,868 +371,534 +143%