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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 %
PAM
326
Private Asset Management
California
$458K +$13.3K +247 +3%
WA
327
Waverly Advisors
Alabama
$456K
FPFS
328
First Personal Financial Services
North Carolina
$445K -$44.6K -832 -9%
AO
329
Advisor OS
Illinois
$437K -$243K -5,342 -36%
BF
330
BOK Financial
Oklahoma
$436K
CWM
331
Chicago Wealth Management
Illinois
$435K -$6.71K -125 -2%
V
332
Veritable
Delaware
$434K
IDA
333
Intelligence Driven Advisers
California
$432K -$3.12M -58,285 -88%
CIR
334
Clear Investment Research
Georgia
$429K -$73.5K -1,369 -15%
DC
335
Davenport & Co
Virginia
$419K -$5.15K -96 -1%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$409K +$3.86K +72 +1%
WP
337
WealthShield Partners
North Carolina
$407K -$539K -10,064 -57%
HSA
338
HBK Sorce Advisory
Pennsylvania
$405K -$79.2K -1,476 -16%
IC
339
Iconiq Capital
California
$402K -$213K -3,970 -35%
SFSIG
340
San Francisco Sentry Investment Group
California
$396K -$5.26K -98 -1%
ATC
341
Argent Trust Co
Tennessee
$390K -$32.5K -606 -8%
PA
342
Pinnacle Associates
New York
$389K -$65.5K -1,220 -14%
PWPS
343
Pinnacle Wealth Planning Services
Ohio
$389K
WMA
344
Wealth Management Associates
New Jersey
$381K -$37.1K -691 -9%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$381K -$19.1K -356 -5%
RWB
346
RMR Wealth Builders
New Jersey
$376K +$245K +4,562 +186%
MFW
347
Meristem Family Wealth
Minnesota
$375K -$122K -2,268 -25%
NSIM
348
North Star Investment Management
Illinois
$375K
CA
349
Clearstead Advisors
Ohio
$375K
PPA
350
Parametric Portfolio Associates
Washington
$374K -$48.8K -910 -12%