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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.

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

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
251
Integrated Advisors Network
Texas
$995K -$846K -15,051 -46%
TWP
252
TFO Wealth Partners
Ohio
$983K +$3.82K +68 +0.4%
MIM
253
MTM Investment Management
South Carolina
$968K +$968K +17,215 New
Barclays
254
Barclays
United Kingdom
$942K +$942K +16,754 New
LWM
255
Laidlaw Wealth Management
New York
$941K +$941K +16,738 New
KA
256
Kovack Advisors
Florida
$931K -$12.4K -220 -1%
MSAM
257
Moloney Securities Asset Management
Missouri
$883K -$219K -3,901 -20%
IA
258
IFP Advisors
Florida
$881K -$463K -8,239 -34%
VVP
259
Venture Visionary Partners
Ohio
$881K +$509K +9,055 +137%
DFA
260
DHJJ Financial Advisors
Illinois
$880K +$880K +15,655 New
CC
261
Cassaday & Co
Virginia
$874K -$43.7M -777,147 -98%
RG
262
Rikoon Group
New Mexico
$874K -$322K -5,735 -27%
SW
263
SteelPeak Wealth
California
$872K +$37.5K +667 +4%
CCM
264
Cribstone Capital Management
Maine
$862K -$4.44K -79 -0.5%
CCA
265
Clearwater Capital Advisors
Illinois
$858K -$2.81K -50 -0.3%
MAFM
266
Mid Atlantic Financial Management
Pennsylvania
$850K +$57.2K +1,017 +7%
KeyBank National Association
267
KeyBank National Association
Ohio
$843K – – –
CG
268
Colony Group
Massachusetts
$841K -$99.3K -1,765 -11%
OIA
269
OneDigital Investment Advisors
Kansas
$837K -$404K -7,182 -33%
CAM
270
Cresset Asset Management
Illinois
$837K +$170K +3,021 +25%
SFG
271
Sowa Financial Group
Rhode Island
$832K -$46.1K -819 -5%
GFS
272
GYL Financial Synergies
Connecticut
$831K +$17.2K +306 +2%
TA
273
TFG Advisers
Michigan
$816K -$36K -641 -4%
CFMC
274
Curbstone Financial Management Corp
New Hampshire
$815K -$50.6K -900 -6%
ACM
275
Allred Capital Management
Texas
$813K -$94.8K -1,688 -10%
9 10
11
12 13