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Invesco S&P 500 Low Volatility ETF

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
326
Rothschild Investment LLC
Illinois
$482K -$45.7K -750 -9%
AWM
327
Aries Wealth Management
Maine
$469K +$5.48K +90 +1%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$465K +$16.5K +271 +4%
B
329
Bailard
California
$462K +$462K +7,589 New
LW
330
Linscomb Wealth
Texas
$460K +$122K +2,001 +36%
IC
331
Iconiq Capital
California
$457K
RBFC
332
Roman Butler Fullerton & Co
Missouri
$454K -$730 -12 -0.2%
HSA
333
HBK Sorce Advisory
Pennsylvania
$452K -$11.3K -185 -2%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$446K -$280K -4,600 -39%
GA
335
Gateway Advisory
New Jersey
$435K
PP
336
Professional Planning
California
$432K -$3.65K -60 -0.8%
BFO
337
Biltmore Family Office
North Carolina
$429K
CA
338
Clearstead Advisors
Ohio
$426K
MFW
339
Meristem Family Wealth
Minnesota
$425K
GCA
340
Gradient Capital Advisors
California
$421K +$2.92K +48 +0.7%
FTA
341
Financial & Tax Architects
Missouri
$421K +$128K +2,100 +44%
WA
342
Wealth Alliance
New York
$416K
TCOV
343
Trust Company of Vermont
Vermont
$415K
TF
344
TLWM Financial
Texas
$410K -$6.08K -100 -1%
DC
345
Davenport & Co
Virginia
$410K +$8.59K +141 +2%
SF
346
Synovus Financial
Georgia
$410K +$410K +6,727 New
ATC
347
Argent Trust Co
Tennessee
$404K -$12.8K -211 -3%
EWM
348
Empirical Wealth Management
Washington
$401K
PA
349
Pinnacle Associates
New York
$400K -$2.99K -49 -0.7%
WH
350
Whitcomb & Hess
Ohio
$400K +$400K +6,567 New