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Invesco S&P 500 Low Volatility ETF

363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
8.32%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.66%
New
40
Increased
107
Reduced
126
Closed
42
Calls
$1.05M
Puts
$4.31M
Net Calls
-$3.27M
Net Calls Change
-$713K
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
$67K
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K
OIA
303
Optimum Investment Advisors
Illinois
$62K +$47 +1 +0.1%
GWA
304
Guidant Wealth Advisors
Illinois
$57K +$57K +1,220 New
KTC
305
Kistler-Tiffany Companies
Pennsylvania
$56K -$129K -2,716 -70%
CBT
306
Capital Bank & Trust
California
$52K
SSB
307
Sandy Spring Bank
Maryland
$52K +$26.7K +566 +105%
CAL
308
Capital Analysts LLC
Pennsylvania
$51K
GFP
309
Gryphon Financial Partners
Ohio
$50K
PAI
310
Pittenger & Anderson Inc
Nebraska
$49K
LIA
311
LS Investment Advisors
Michigan
$47K
OIA
312
OneDigital Investment Advisors
Kansas
$46K -$113K -2,411 -71%
SF
313
Synovus Financial
Georgia
$45K -$18.1K -384 -29%
PCG
314
Private Capital Group
Connecticut
$45K
RE
315
RBC Europe
United Kingdom
$42.7K
MSA
316
Marino Stram & Associates
Massachusetts
$40K -$48.3K -1,008 -55%
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$40K
GRP
318
Global Retirement Partners
California
$38K -$7.25K -151 -16%
GWS
319
Glassman Wealth Services
Virginia
$38K +$38K +800 New
RWA
320
River Wealth Advisors
Pennsylvania
$37K +$37K +790 New
POIA
321
Pin Oak Investment Advisors
Texas
$35K
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$35K +$35K +745 New
PFP
323
Pinnacle Financial Partners
Tennessee
$34K -$40.8K -861 -55%
AIM
324
Advantage Investment Management
Iowa
$31K
MA
325
MUFG Americas
New York
$31K