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Invesco S&P 500 Low Volatility ETF

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
301
Boenning & Scattergood
Pennsylvania
$614K -$10.5K -180 -2%
CFGS
302
Concourse Financial Group Securities
Alabama
$605K -$44.7K -768 -7%
BFC
303
Bedel Financial Consulting
Indiana
$602K +$58 +1 +0%
HCMT
304
Highland Capital Management (Tennessee)
Tennessee
$598K +$930 +16 +0.2%
WWM
305
Windsor Wealth Management
Indiana
$594K -$11.9K -204 -2%
EHPM
306
Emery Howard Portfolio Management
California
$592K
MIM
307
Merrion Investment Management
New Jersey
$581K
G
308
GenTrust
Florida
$547K -$22.8K -400 -4%
WA
309
Waverly Advisors
Alabama
$537K
CBFP
310
Cedar Brook Financial Partners
Ohio
$526K +$2.21K +38 +0.4%
RDWM
311
Red Door Wealth Management
Tennessee
$521K
CG
312
CFO4Life Group
Texas
$513K +$2.15K +37 +0.4%
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$512K -$651K -11,203 -56%
GLLW
314
Graves Light Lenhart Wealth
Virginia
$508K
RIL
315
Rothschild Investment LLC
Illinois
$504K -$297K -5,100 -37%
CWM
316
Cornerstone Wealth Management
Missouri
$503K +$128K +2,193 +34%
FA
317
Faithward Advisors
Pennsylvania
$494K +$291 +5 +0.1%
PAM
318
Private Asset Management
California
$493K
SG
319
StoneX Group
New York
$479K -$606K -10,434 -56%
CAG
320
Compass Advisory Group
New York
$479K +$2.04K +35 +0.4%
EFG
321
Everhart Financial Group
Ohio
$477K
SWA
322
SFMG Wealth Advisors
Texas
$476K -$6.34K -109 -1%
V
323
Veritable
Delaware
$466K -$5.06K -87 -1%
DAS
324
Dynamic Advisor Solutions
Arizona
$455K -$191K -3,280 -30%
AWM
325
Aries Wealth Management
Maine
$452K -$98.8K -1,664 -18%