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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
276
Brown Advisory
Maryland
$767K +$347K +5,703 +83%
CFMC
277
Curbstone Financial Management Corp
New Hampshire
$763K -$25.6K -420 -3%
CAM
278
Concorde Asset Management
Michigan
$761K -$15K -247 -2%
BKA
279
Brick & Kyle Associates
Pennsylvania
$760K +$2.01K +33 +0.3%
MOS
280
MGO One Seven
Ohio
$751K -$29.5K -485 -4%
HWA
281
HCR Wealth Advisors
California
$750K -$158K -2,600 -17%
HFA
282
High Falls Advisors
New York
$743K -$28.9K -474 -4%
WS
283
Wedbush Securities
California
$739K +$72.9K +1,197 +11%
ARC
284
Advisor Resource Council
Texas
$731K +$731K +12,006 New
SWP
285
Summit Wealth Partners
Florida
$728K
WWM
286
Windsor Wealth Management
Indiana
$711K +$89.1K +1,463 +14%
SL
287
Salomon & Ludwin
Virginia
$709K
MWPCG
288
Measured Wealth Private Client Group
New Hampshire
$708K -$52.6K -864 -7%
RIA
289
Realta Investment Advisors
Delaware
$702K -$19.9K -327 -3%
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$700K +$73.1K +1,200 +12%
T
291
TRUADVICE
Florida
$695K +$695K +10,974 New
TAM
292
Townsend Asset Management
North Carolina
$690K -$14.5K -238 -2%
SC
293
SouthState Corp
Florida
$687K
BC
294
Bartlett & Co
Ohio
$669K
BCWM
295
Bartlett & Co Wealth Management
Ohio
$669K
NB
296
Northwest Bancshares
Pennsylvania
$665K -$19.7K -323 -3%
IP
297
Investment Partners
Ohio
$656K +$366 +6 +0.1%
1WM
298
1900 Wealth Management
Texas
$642K -$21.7K -356 -3%
NFP
299
Novak Financial Planning
Maryland
$640K -$72.4K -1,188 -10%
VA
300
Valmark Advisers
Ohio
$636K -$57.4K -942 -8%