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Invesco S&P 500 Low Volatility ETF

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
SouthState Corp
Florida
$635K -$8.44K -150 -1%
CFGS
302
Concourse Financial Group Securities
Alabama
$628K -$38.6K -687 -6%
DAS
303
Dynamic Advisor Solutions
Arizona
$625K -$170K -3,022 -21%
OPS
304
Orion Portfolio Solutions
Nebraska
$619K -$2.56M -45,422 -81%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$617K
BC
306
Bartlett & Co
Ohio
$617K
IP
307
Investment Partners
Ohio
$605K -$9.9K -176 -2%
BS
308
Boenning & Scattergood
Pennsylvania
$604K -$1.97K -35 -0.3%
VA
309
Valmark Advisers
Ohio
$594K
WWM
310
Windsor Wealth Management
Indiana
$585K -$10.9K -194 -2%
BFC
311
Bedel Financial Consulting
Indiana
$582K -$58.1K -1,033 -9%
HCMT
312
Highland Capital Management (Tennessee)
Tennessee
$577K -$14.9K -265 -3%
EHPM
313
Emery Howard Portfolio Management
California
$573K
Goldman Sachs
314
Goldman Sachs
New York
$563K -$1.57M -28,000 -74%
G
315
GenTrust
Florida
$563K -$65K -1,155 -10%
MIM
316
Merrion Investment Management
New Jersey
$562K +$562K +10,000 New
MS
317
Maven Securities
Jersey
$555K +$555K +9,877 New
SFA
318
Sequoia Financial Advisors
Ohio
$537K +$537K +9,555 New
AW
319
ACG Wealth
Georgia
$528K -$80.5K -1,431 -13%
AWM
320
Aries Wealth Management
Maine
$525K -$126K -2,218 -19%
Bessemer Group
321
Bessemer Group
New Jersey
$518K -$53.4K -950 -9%
CBFP
322
Cedar Brook Financial Partners
Ohio
$506K +$2.02K +36 +0.4%
AWA
323
Arkadios Wealth Advisors
Georgia
$506K +$162K +2,875 +47%
SIA
324
Soltis Investment Advisors
Utah
$505K -$24.3K -432 -5%
RDWM
325
Red Door Wealth Management
Tennessee
$504K