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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$263M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
FI
4
FormulaFolio Investments
Michigan
$41.9M
5
PFS
5
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.4M
3
CC
3
Cassaday & Co
Virginia
$874K
4
Bank of America
4
Bank of America
North Carolina
$360M
5
TEE
5
Tibra Equities Europe
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$654M 11,628,304 -215,722 -2%
Morgan Stanley
2
Morgan Stanley
New York
$396M 7,042,957 +909,839 +15%
Bank of America
3
Bank of America
North Carolina
$360M 6,404,713 -651,956 -9%
Charles Schwab
4
Charles Schwab
California
$263M 4,678,617 +1,846,344 +65%
LPL Financial
5
LPL Financial
California
$158M 2,813,146 -332,106 -11%
Ameriprise
6
Ameriprise
Minnesota
$147M 2,619,873 -68,556 -3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$123M 2,181,841 -113,433 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$105M 1,866,573 -7,251 -0.4%
Wells Fargo
9
Wells Fargo
California
$102M 1,811,910 -204,411 -10%
BCM
10
Brookstone Capital Management
Illinois
$77.6M 1,380,111 -172,543 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$70.3M 1,250,806 -36,092 -3%
UBS Group
12
UBS Group
Switzerland
$66.4M 1,181,335 -45,387 -4%
PI
13
PFS Investments
Georgia
$59.9M 1,061,923 -5,962 -0.6%
Two Sigma Investments
14
Two Sigma Investments
New York
$59.1M 1,050,500 -220,900 -17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$58.3M 1,035,949 -99,896 -9%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$57.7M 1,026,800 +484,100 +89%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$57.5M 1,022,390 +1,022,390 New
Osaic Holdings
18
Osaic Holdings
Arizona
$57.4M 1,020,419 -789,501 -44%
CS
19
Credit Suisse
Switzerland
$53.4M 949,057 +463,546 +95%
EH
20
Equitable Holdings
New York
$47.1M 838,460 -1,251 -0.1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$45.9M 817,151 +34,116 +4%
KAS
22
Kestra Advisory Services
Texas
$42.2M 757,916 +34,884 +5%
FI
23
FormulaFolio Investments
Michigan
$41.9M 744,476 +744,476 New
PAG
24
Private Advisor Group
New Jersey
$39.8M 708,189 +18,251 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$37.7M 670,264 -205,835 -23%
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