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Invesco S&P 500 Low Volatility ETF

558 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 277 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
11.29%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.83%
New
42
Increased
133
Reduced
277
Closed
45
Calls
$24.3M
Puts
$6.14M
Net Calls
+$18.1M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
301
Bartlett & Co
Ohio
$589K
NWP
302
Northstar Wealth Partners
Connecticut
$588K -$146K -2,725 -20%
IP
303
Investment Partners
Ohio
$586K +$214 +4 +0%
AW
304
ACG Wealth
Georgia
$580K -$3.16K -59 -0.5%
BS
305
Boenning & Scattergood
Pennsylvania
$578K +$15.3K +285 +3%
WWM
306
Windsor Wealth Management
Indiana
$575K -$17.4K -320 -3%
VA
307
Valmark Advisers
Ohio
$567K -$15.4K -287 -3%
CIA
308
Choate Investment Advisors
Massachusetts
$567K +$41.5K +775 +8%
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$565K
LA
310
Legacy Advisors
Pennsylvania
$565K +$565K +10,528 New
EWM
311
Empirical Wealth Management
Washington
$549K +$142K +2,657 +35%
EHPM
312
Emery Howard Portfolio Management
California
$546K
Bessemer Group
313
Bessemer Group
New Jersey
$546K
IWC
314
Integrated Wealth Concepts
Massachusetts
$506K +$33.9K +631 +7%
SIA
315
Soltis Investment Advisors
Utah
$505K +$10.7K +199 +2%
BFPW
316
BOK Financial Private Wealth
Colorado
$496K -$400K -7,471 -45%
OCM
317
Oakwood Capital Management
California
$492K
RDWM
318
Red Door Wealth Management
Tennessee
$481K
CBFP
319
Cedar Brook Financial Partners
Ohio
$481K +$2.9K +54 +0.6%
FA
320
Faithward Advisors
Pennsylvania
$479K -$1.24K -23 -0.3%
CG
321
CFO4Life Group
Texas
$469K -$34K -634 -7%
GLLW
322
Graves Light Lenhart Wealth
Virginia
$468K
MCM
323
Mattern Capital Management
Colorado
$465K -$16.6K -309 -3%
BBA
324
Braun-Bostich & Associates
Pennsylvania
$460K -$279K -5,198 -38%
EP
325
Eudaimonia Partners
Tennessee
$458K -$1.93M -35,907 -81%