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Invesco S&P 500 Low Volatility ETF

492 hedge funds and large institutions have $5.25B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+33
Holders Change %
+7.19%
% of All Funds
10.67%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.08%
New
75
Increased
188
Reduced
150
Closed
35
Calls
$7.74M
Puts
$1.7M
Net Calls
+$6.04M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
326
Gradient Capital Advisors
California
$392K +$3.05K +58 +0.8%
LRIA
327
Leonard Rickey Investment Advisors
Washington
$391K -$2.58K -49 -0.7%
AL
328
Aspiriant LLC
California
$386K
LFG
329
LifePlan Financial Group
Ohio
$386K +$2.16K +41 +0.6%
SFG
330
StrategIQ Financial Group
Indiana
$378K -$5.06K -96 -1%
PWMAG
331
Pinnacle Wealth Management Advisory Group
New Jersey
$376K
QCM
332
Quest Capital Management
Texas
$371K
TF
333
Trek Financial
Arizona
$371K +$371K +7,046 New
CA
334
Clearstead Advisors
Ohio
$368K
RCA
335
Rowland Carmichael Advisors
Arizona
$365K
RBFC
336
Roman Butler Fullerton & Co
Missouri
$365K +$54.4K +1,033 +17%
SL
337
Salomon & Ludwin
Virginia
$360K +$36.8K +699 +11%
TCOV
338
Trust Company of Vermont
Vermont
$358K
COI
339
Capital One Investing
Virginia
$356K +$356K +6,763 New
BCA
340
Bay Colony Advisors
Massachusetts
$348K +$348K +6,638 New
GAM
341
Griffin Asset Management
New York
$346K -$3.69K -70 -1%
RSWM
342
Robertson Stephens Wealth Management
California
$340K +$52.3K +992 +18%
HIC
343
Holderness Investments Company
North Carolina
$328K +$474 +9 +0.1%
SBH
344
Segall Bryant & Hamill
Illinois
$326K -$26.4K -500 -7%
TF
345
TLWM Financial
Texas
$326K +$2.64K +50 +0.8%
TF
346
Tompkins Financial
New York
$313K -$45.2K -860 -13%
CFS
347
CRA Financial Services
New Jersey
$312K
BF
348
BOK Financial
Oklahoma
$311K +$311K +5,901 New
LIM
349
Lathrop Investment Management
Arkansas
$309K
NL
350
NVWM LLC
Pennsylvania
$304K -$17.1K -325 -5%