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Invesco S&P 500 Low Volatility ETF

282 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+8
Holders Change %
+2.92%
% of All Funds
7.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
54
Increased
65
Reduced
123
Closed
42
Calls
$2.04M
Puts
$2.44M
Net Calls
-$399K
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
251
Ledyard National Bank
$83K -$7.62K -184 -8%
BlackRock
252
BlackRock
New York
$70K -$3.14K -76 -4%
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$67K -$4.43K -107 -6%
RBC
254
Roble Belko & Company
Pennsylvania
$59K
M
255
MOTCO
Texas
$52K +$52K +1,245 New
SF
256
Synovus Financial
Georgia
$51K +$35.1K +850 +221%
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$49K
AIM
258
Advantage Investment Management
Iowa
$48K -$2.89K -70 -6%
LIA
259
LS Investment Advisors
Michigan
$42K
BA
260
BCM Advisors
Louisiana
$37K +$37K +900 New
MSFP
261
Mark Sheptoff Financial Planning
Connecticut
$35K
IWC
262
Integrated Wealth Counsel
California
$32K
SPIA
263
Steward Partners Investment Advisory
New York
$31K +$31K +768 New
MA
264
MUFG Americas
New York
$28K
FMP
265
Financial Management Professionals
Texas
$26K
CCM
266
Cribstone Capital Management
Maine
$25K -$10K -241 -29%
TWA
267
TCI Wealth Advisors
Arizona
$24K
ADL
268
Asset Dedication LLC
California
$23K -$149K -3,629 -87%
CAL
269
Capital Analysts LLC
Pennsylvania
$23K
IF
270
Ironwood Financial
Arizona
$20K
WT
271
Whittier Trust
California
$18K -$5.38K -127 -23%
WOC
272
West Oak Capital
California
$16.6K
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
NSB
274
Norway Savings Bank
Maine
$15K +$15K +363 New
PWM
275
Perigon Wealth Management
California
$13K -$6.32K -141 -33%