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Invesco S&P 500 Low Volatility ETF

522 hedge funds and large institutions have $5.99B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 208 increasing their positions, 147 reducing their positions, and 38 closing their positions.

Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
11.36%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.33%
New
75
Increased
208
Reduced
147
Closed
38
Calls
$6.96M
Puts
$18M
Net Calls
-$11.1M
Net Calls Change
-$17.1M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$925M 16,813,196 +532,461 +3%
Morgan Stanley
2
Morgan Stanley
New York
$558M 10,150,257 +1,156,275 +13%
GI
3
Gradient Investments
Minnesota
$338M 6,144,989 +203,494 +3%
DCC
4
Dow Chemical Company
Michigan
$252M 4,573,833
Wells Fargo
5
Wells Fargo
California
$235M 4,268,519 +218,380 +5%
Invesco
6
Invesco
Georgia
$229M 4,169,425 +434,078 +12%
Ameriprise
7
Ameriprise
Minnesota
$214M 3,883,257 +202,904 +6%
CSIA
8
Charles Schwab Investment Advisory
California
$203M 3,695,756 -244,242 -6%
LPL Financial
9
LPL Financial
California
$152M 2,759,299 +374,670 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$131M 2,386,895 +706,129 +42%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$126M 2,294,911 +203,031 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$107M 1,946,550 +178,218 +10%
UBS Group
13
UBS Group
Switzerland
$102M 1,848,242 -411,828 -18%
GA
14
Gateway Advisory
New Jersey
$94.2M 1,711,385 +941,118 +122%
BCM
15
Brookstone Capital Management
Illinois
$87.2M 1,585,384 +531,066 +50%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$86.8M 1,577,744 +231,693 +17%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$81.5M 1,454,340 +256,165 +21%
PI
18
PFS Investments
Georgia
$68.7M 1,222,926 -19,649 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$58.7M 1,066,304 +259,056 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53M 962,424 -369,382 -28%
PFS
21
Prospera Financial Services
Texas
$50.9M 907,240 +907,240 New
AG
22
Advisor Group
Arizona
$50.8M 923,476 +135,245 +17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$50M 908,078 +133,920 +17%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$47.1M 855,819 -273,572 -24%
PAG
25
Private Advisor Group
New Jersey
$45.3M 823,637 +136,789 +20%