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Invesco S&P 500 Low Volatility ETF

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
276
Financial Management Professionals
Texas
$28K
CCM
277
Cribstone Capital Management
Maine
$27K
MA
278
MCF Advisors
Kentucky
$25K +$25K +556 New
CAL
279
Capital Analysts LLC
Pennsylvania
$24.5K
IF
280
Ironwood Financial
Arizona
$21K
ADL
281
Asset Dedication LLC
California
$20K -$873 -20 -4%
KF
282
Krilogy Financial
Missouri
$20K +$20K +438 New
WT
283
Whittier Trust
California
$19K
BCI
284
Brinker Capital Investments
Pennsylvania
$19K +$44 +1 +0.2%
TWA
285
TCI Wealth Advisors
Arizona
$18K
PMFA
286
Plante Moran Financial Advisors
Michigan
$18K +$18K +400 New
WOC
287
West Oak Capital
California
$17.9K
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
NSB
289
Norway Savings Bank
Maine
$16K
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$15.5K +$15.5K +346 New
AF
291
Allworth Financial
California
$15K
BWA
292
Burt Wealth Advisors
Maryland
$15K
BWA
293
BDO Wealth Advisors
Florida
$14K +$14K +306 New
HR
294
Howe & Rusling
New York
$14K +$14K +323 New
AIM
295
Anchor Investment Management
South Carolina
$13.4K
RFA
296
Reilly Financial Advisors
California
$13K -$21.4K -468 -62%
PWM
297
Perigon Wealth Management
California
$13K
AIP
298
Ameritas Investment Partners
Nebraska
$6K +$44 +1 +0.7%
NIC
299
Northwest Investment Counselors
Oregon
$6K +$6K +136 New
GWS
300
Glassman Wealth Services
Virginia
$5K