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Invesco S&P 500 Low Volatility ETF

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
251
Clearwater Capital Advisors
Illinois
$884K -$3.72K -64 -0.4%
AWA
252
Arkadios Wealth Advisors
Georgia
$882K +$359K +6,173 +69%
LWM
253
Laidlaw Wealth Management
New York
$878K -$95.6K -1,644 -10%
KeyBank National Association
254
KeyBank National Association
Ohio
$872K
HWA
255
HCR Wealth Advisors
California
$867K +$867K +14,917 New
GFS
256
GYL Financial Synergies
Connecticut
$860K +$58 +1 +0%
CG
257
Colony Group
Massachusetts
$856K -$13.1K -226 -2%
MSAM
258
Moloney Securities Asset Management
Missouri
$853K -$59.9K -1,030 -7%
TA
259
TFG Advisers
Michigan
$831K -$13.3K -229 -2%
CAM
260
Cresset Asset Management
Illinois
$805K -$60.8K -1,045 -7%
NWS
261
Newport Wealth Strategies
California
$805K
ACM
262
Allred Capital Management
Texas
$803K -$38.2K -657 -5%
MPCG
263
Matrix Private Capital Group
New York
$791K -$40.2K -691 -5%
AIA
264
Alera Investment Advisors
Illinois
$790K
SFG
265
Sowa Financial Group
Rhode Island
$788K -$72K -1,238 -8%
PIMG
266
Patriot Investment Management Group
Tennessee
$782K +$782K +13,461 New
CFMC
267
Curbstone Financial Management Corp
New Hampshire
$753K -$90.1K -1,550 -11%
MOS
268
MGO One Seven
Ohio
$745K -$81.1K -1,395 -10%
KWM
269
Kingsview Wealth Management
Oregon
$745K +$31.7K +543 +4%
KFS
270
Kaizen Financial Strategies
California
$741K -$95.9K -1,650 -11%
CAM
271
Concorde Asset Management
Michigan
$740K +$740K +12,737 New
HFA
272
High Falls Advisors
New York
$737K -$7.15K -123 -1%
TWP
273
TFO Wealth Partners
Ohio
$735K -$281K -4,835 -28%
RG
274
Rikoon Group
New Mexico
$735K -$169K -2,905 -19%
AIA
275
Allied Investment Advisors
Montana
$734K -$29.1K -500 -4%