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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 %
BS
326
Boenning & Scattergood
Pennsylvania
$521K +$521K +10,495 New
BWM
327
BCS Wealth Management
Tennessee
$512K +$512K +10,307 New
Bessemer Group
328
Bessemer Group
New Jersey
$506K -$9.75K -196 -2%
EHPM
329
Emery Howard Portfolio Management
California
$506K
CCP
330
Corient Capital Partners
California
$502K -$337K -6,792 -40%
FNT
331
First National Trust
Pennsylvania
$500K +$109K +2,185 +28%
JAWM
332
J. Arnold Wealth Management
Ohio
$497K +$497K +10,005 New
SA
333
Strategic Advisors
New York
$496K -$356K -6,742 -42%
CIA
334
Choate Investment Advisors
Massachusetts
$487K
WA
335
Waverly Advisors
Alabama
$474K
FAIM
336
Financial Advocates Investment Management
Washington
$467K -$25.1K -512 -5%
CG
337
CFO4Life Group
Texas
$466K
CIR
338
Clear Investment Research
Georgia
$465K -$244K -4,912 -34%
MFW
339
Meristem Family Wealth
Minnesota
$460K -$173K -3,481 -27%
SIA
340
Soltis Investment Advisors
Utah
$458K +$458K +9,212 New
OCM
341
Oakwood Capital Management
California
$456K -$61.9K -1,245 -12%
FPFS
342
First Personal Financial Services
North Carolina
$454K
HSA
343
HBK Sorce Advisory
Pennsylvania
$448K -$17.8K -359 -4%
MCM
344
Mattern Capital Management
Colorado
$446K -$393K -7,920 -47%
RDWM
345
Red Door Wealth Management
Tennessee
$445K -$14.3K -288 -3%
FA
346
Faithward Advisors
Pennsylvania
$444K +$1.64K +33 +0.4%
CBFP
347
Cedar Brook Financial Partners
Ohio
$443K -$12.4K -249 -3%
IWC
348
Integrated Wealth Concepts
Massachusetts
$437K +$1.09K +22 +0.3%
GLLW
349
Graves Light Lenhart Wealth
Virginia
$434K
PA
350
Pinnacle Associates
New York
$420K -$35.7K -720 -8%