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Invesco S&P 500 Low Volatility ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$554M 9,503,984 -658,483 -6%
Bank of America
2
Bank of America
North Carolina
$504M 8,645,660 -9,547,425 -52%
Invesco
3
Invesco
Georgia
$306M 5,238,196 +556,513 +12%
Wells Fargo
4
Wells Fargo
California
$295M 5,051,904 +65,234 +1%
Ameriprise
5
Ameriprise
Minnesota
$242M 4,156,256 +32,428 +0.8%
LPL Financial
6
LPL Financial
California
$239M 4,101,818 +860,342 +27%
CSIA
7
Charles Schwab Investment Advisory
California
$190M 3,262,096 -152,116 -4%
UBS Group
8
UBS Group
Switzerland
$149M 2,552,970 +472,784 +23%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$146M 2,503,131 +85,527 +4%
DCC
10
Dow Chemical Company
Michigan
$135M 2,320,850
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$133M 2,282,686 +242,070 +12%
BCM
12
Brookstone Capital Management
Illinois
$132M 2,270,905 +211,101 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$116M 1,986,887 -700,625 -26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$106M 1,818,874 +168,532 +10%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$89.4M 1,532,869 +39,364 +3%
Truist Financial
16
Truist Financial
North Carolina
$75.1M 1,287,424 +1,281,649 +22,193%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$70.6M 1,209,577 -46,483 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$69.2M 1,186,121 +180,287 +18%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$68.9M 1,181,466 +160,089 +16%
AG
20
Advisor Group
Arizona
$60.4M 1,034,705 -9,293 -0.9%
PI
21
PFS Investments
Georgia
$58.2M 998,276 +26,775 +3%
PAG
22
Private Advisor Group
New Jersey
$49.6M 849,719 -379,721 -31%
RJA
23
Raymond James & Associates
Florida
$49.1M 840,767 +26,162 +3%
GA
24
Gateway Advisory
New Jersey
$47.7M 817,297 -115,802 -12%
PFS
25
Prospera Financial Services
Texas
$47M 806,430 -91,147 -10%