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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$140M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$92.7M
3
CC
3
Cassaday & Co
Virginia
$37.8M
4
AFG
4
Albion Financial Group
Utah
$55.9M
5
HFS
5
Hantz Financial Services
Michigan
$32.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$342M
3
Bank of America
3
Bank of America
North Carolina
$308M
4
JFA
4
Johanson Financial Advisors
California
$1.04M
5
GA
5
Gateway Advisory
New Jersey
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$342M 7,287,041 -2,216,943 -23%
Bank of America
2
Bank of America
North Carolina
$308M 6,567,277 -2,078,383 -24%
Invesco
3
Invesco
Georgia
$255M 5,441,782 +203,586 +4%
Wells Fargo
4
Wells Fargo
California
$207M 4,421,006 -630,898 -12%
LPL Financial
5
LPL Financial
California
$191M 4,079,510 -22,308 -0.5%
Ameriprise
6
Ameriprise
Minnesota
$181M 3,782,368 -373,888 -9%
Charles Schwab
7
Charles Schwab
California
$140M 2,991,207 +2,991,207 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$134M 2,862,378 +359,247 +14%
DCC
9
Dow Chemical Company
Michigan
$104M 2,219,429 -101,421 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$103M 2,202,647 +383,773 +21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$97.9M 2,087,573 -195,113 -9%
BCM
12
Brookstone Capital Management
Illinois
$93M 1,983,013 -287,892 -13%
Osaic Holdings
13
Osaic Holdings
Arizona
$92.7M 7,931,064 +7,931,064 New
UBS Group
14
UBS Group
Switzerland
$90.3M 1,924,542 -628,428 -25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$72.4M 1,542,075 -444,812 -22%
Truist Financial
16
Truist Financial
North Carolina
$62.5M 1,331,351 +43,927 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$56.5M 1,204,436 -5,141 -0.4%
AFG
18
Albion Financial Group
Utah
$55.9M 1,192,179 +787,870 +195%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$54.9M 1,170,491 -15,630 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$53.8M 1,065,960 -466,909 -30%
PI
21
PFS Investments
Georgia
$48M 1,023,006 +24,730 +2%
PAG
22
Private Advisor Group
New Jersey
$41.6M 887,664 +37,945 +4%
CC
23
Cassaday & Co
Virginia
$37.8M 805,768 +805,768 New
SEI Investments
24
SEI Investments
Pennsylvania
$37.5M 797,802 +351,169 +79%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$36.9M 787,381 +13,131 +2%
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