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Invesco S&P 500 Low Volatility ETF

566 hedge funds and large institutions have $3.95B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-28
Holders Change %
-4.71%
% of All Funds
11.63%
Holding in Top 10
46
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-31.34%
% of All Funds
0.95%
New
56
Increased
137
Reduced
262
Closed
78
Calls
$9.06M
Puts
$7.79M
Net Calls
+$1.28M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
301
High Falls Advisors
New York
$620K +$1.84K +37 +0.3%
PP
302
Professional Planning
California
$614K -$389K -7,826 -39%
PCM
303
Pennsylvania Capital Management
Pennsylvania
$614K +$614K +12,352 New
SG
304
StoneX Group
New York
$611K -$101K -2,035 -14%
BKA
305
Brick & Kyle Associates
Pennsylvania
$610K +$2.91K +59 +0.5%
KWM
306
Kingsview Wealth Management
Oregon
$604K -$98.7K -1,987 -14%
SWP
307
Summit Wealth Partners
Florida
$599K
CAC
308
Certified Advisory Corp
Florida
$589K -$22.6K -454 -4%
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$583K -$162K -3,230 -22%
IAS
310
IMA Advisory Services
Colorado
$574K -$66.6K -1,339 -10%
LWAC
311
Laurel Wealth Advisors (California)
California
$574K
G
312
GenTrust
Florida
$570K -$103K -2,065 -15%
IC
313
Iconiq Capital
California
$570K -$99.4K -2,000 -15%
AWM
314
Aries Wealth Management
Maine
$569K -$496K -9,982 -47%
BFC
315
Bedel Financial Consulting
Indiana
$565K +$497 +10 +0.1%
SC
316
SouthState Corp
Florida
$561K
RSWM
317
Robertson Stephens Wealth Management
California
$549K +$549K +11,065 New
BC
318
Bartlett & Co
Ohio
$546K -$9.3K -187 -2%
FAT
319
First American Trust
California
$546K +$104K +2,094 +24%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$546K -$9.29K -187 -2%
WWM
321
Windsor Wealth Management
Indiana
$543K -$461K -9,270 -46%
IP
322
Investment Partners
Ohio
$543K +$298 +6 +0.1%
AW
323
ACG Wealth
Georgia
$540K -$206K -4,145 -28%
VA
324
Valmark Advisers
Ohio
$539K
HCMT
325
Highland Capital Management (Tennessee)
Tennessee
$523K -$9.93K -200 -2%