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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$518M
2
Morgan Stanley
2
Morgan Stanley
New York
$648M
3
PI
3
PFS Investments
Georgia
$77.1M
4
FSA
4
Financial Services Advisory
Maryland
$12.1M
5
CS
5
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
Invesco
3
Invesco
Georgia
$621M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$61M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Clearwater Capital Advisors
Illinois
$926K – – –
AA
252
Ancora Advisors
Ohio
$921K -$172K -2,821 -16%
MFG
253
Magnus Financial Group
New York
$917K -$35.4K -582 -4%
KeyBank National Association
254
KeyBank National Association
Ohio
$914K – – –
VWA
255
V Wealth Advisors
Kansas
$908K -$205K -3,376 -18%
MSAM
256
Moloney Securities Asset Management
Missouri
$888K -$5.18K -85 -0.6%
GT
257
Glenmede Trust
Pennsylvania
$859K -$101K -1,660 -11%
TA
258
TFG Advisers
Michigan
$859K -$11.9K -196 -1%
Millennium Management
259
Millennium Management
New York
$852K -$1.82M -29,938 -68%
NWS
260
Newport Wealth Strategies
California
$844K – – –
TC
261
Trilogy Capital
California
$842K -$735K -11,815 -47%
KWM
262
Kingsview Wealth Management
Oregon
$832K +$50K +816 +6%
MPCG
263
Matrix Private Capital Group
New York
$830K +$914 +15 +0.1%
AIA
264
Alera Investment Advisors
Illinois
$827K – – –
GFS
265
GYL Financial Synergies
Connecticut
$822K -$78.1K -1,283 -9%
PIMG
266
Patriot Investment Management Group
Tennessee
$821K +$1.16K +19 +0.1%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$814K -$286K -4,693 -26%
ACM
268
Allred Capital Management
Texas
$809K -$32.5K -533 -4%
SFG
269
Sowa Financial Group
Rhode Island
$802K -$23.1K -379 -3%
JEST
270
JTC Employer Solutions Trustee
Jersey
$792K +$792K +13,000 New
CHAM
271
Clear Harbor Asset Management
Connecticut
$788K +$67.4K +1,106 +9%
CFGS
272
Concourse Financial Group Securities
Alabama
$787K +$153K +2,510 +24%
Wolverine Trading
273
Wolverine Trading
Illinois
$773K +$118K +1,947 +18%
TWP
274
TFO Wealth Partners
Ohio
$772K +$2.98K +49 +0.4%
AIA
275
Allied Investment Advisors
Montana
$769K – – –
9 10
11
12 13