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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
FI
FormulaFolio Investments
Michigan
$41.9M
5
PFS
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
Waverly Advisors
Alabama
$495K – – –
CG
327
CFO4Life Group
Texas
$494K +$2.02K +36 +0.4%
GLLW
328
Graves Light Lenhart Wealth
Virginia
$491K – – –
Parallax Volatility Advisers
329
Parallax Volatility Advisers
California
$483K -$140K -2,491 -22%
FA
330
Faithward Advisors
Pennsylvania
$478K -$24.3K -431 -5%
EWM
331
Empirical Wealth Management
Washington
$477K -$99.3K -1,764 -17%
PAM
332
Private Asset Management
California
$477K -$2.93K -52 -0.6%
SWA
333
SFMG Wealth Advisors
Texas
$466K +$466K +8,290 New
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$463K +$34K +605 +8%
EFG
335
Everhart Financial Group
Ohio
$462K +$462K +8,206 New
CAG
336
Compass Advisory Group
New York
$461K +$461K +8,204 New
V
337
Veritable
Delaware
$455K – – –
PP
338
Professional Planning
California
$454K +$454K +8,066 New
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$423K +$23.8K +424 +6%
MCC
340
Money Concepts Capital
Florida
$423K +$423K +7,514 New
HSA
341
HBK Sorce Advisory
Pennsylvania
$422K -$2.14K -38 -0.5%
Northern Trust
342
Northern Trust
Illinois
$421K -$1.16M -20,703 -73%
IC
343
Iconiq Capital
California
$421K – – –
BF
344
BOK Financial
Oklahoma
$418K -$39.7K -706 -9%
PA
345
Pinnacle Associates
New York
$399K -$8.38K -149 -2%
BFO
346
Biltmore Family Office
North Carolina
$396K -$298K -5,300 -43%
DC
347
Davenport & Co
Virginia
$396K -$44K -781 -10%
CA
348
Clearstead Advisors
Ohio
$394K – – –
NSIM
349
North Star Investment Management
Illinois
$394K – – –
OPWM
350
Oxinas Partners Wealth Management
Indiana
$394K +$394K +7,015 New
12 13
14
15 16