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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 %
LFPWM
326
Leicht Financial Planning & Wealth Management
New Jersey
$451K -$4.63M -79,590 -91%
RBFC
327
Roman Butler Fullerton & Co
Missouri
$449K +$40.5K +674 +10%
HSA
328
HBK Sorce Advisory
Pennsylvania
$442K +$5.81K +100 +1%
IC
329
Iconiq Capital
California
$436K -$58 -1 -0%
BF
330
BOK Financial
Oklahoma
$432K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$428K -$9.18K -158 -2%
HH
332
Hilltop Holdings
Texas
$426K +$61K +1,048 +17%
Northern Trust
333
Northern Trust
Illinois
$424K -$11.6K -200 -3%
PPA
334
Parametric Portfolio Associates
Washington
$424K +$66.7K +1,148 +19%
GA
335
Gateway Advisory
New Jersey
$415K -$242K -4,173 -37%
PP
336
Professional Planning
California
$415K -$53K -913 -11%
BFO
337
Biltmore Family Office
North Carolina
$409K
CA
338
Clearstead Advisors
Ohio
$407K
MFW
339
Meristem Family Wealth
Minnesota
$406K
PMG
340
ProVise Management Group
Florida
$405K +$26.4K +455 +7%
TF
341
TLWM Financial
Texas
$402K
Brown Advisory
342
Brown Advisory
Maryland
$401K
GCA
343
Gradient Capital Advisors
California
$399K +$2.97K +51 +0.7%
CW
344
CreativeOne Wealth
Kansas
$399K +$150K +2,585 +60%
ATC
345
Argent Trust Co
Tennessee
$398K
WA
346
Wealth Alliance
New York
$398K
TCOV
347
Trust Company of Vermont
Vermont
$396K
PA
348
Pinnacle Associates
New York
$385K -$27.9K -479 -7%
EWM
349
Empirical Wealth Management
Washington
$383K -$110K -1,893 -22%
DC
350
Davenport & Co
Virginia
$383K -$25.9K -446 -6%