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Invesco S&P 500 Low Volatility ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
351
Jacobi Capital Management
Pennsylvania
$666K +$28.6K +490 +4%
BFC
352
Bedel Financial Consulting
Indiana
$662K +$408 +7 +0.1%
FA
353
Faithward Advisors
Pennsylvania
$661K -$12.4K -213 -2%
SC
354
SouthState Corp
Florida
$658K
OCM
355
Oakwood Capital Management
California
$656K
LWAC
356
Laurel Wealth Advisors (California)
California
$645K -$15.9K -272 -2%
BCWM
357
Bartlett & Co Wealth Management
Ohio
$641K
IP
358
Investment Partners
Ohio
$637K +$292 +5 +0%
WDL
359
Well Done LLC
Michigan
$635K +$49.5K +849 +8%
BF
360
BOK Financial
Oklahoma
$627K +$109K +1,874 +21%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$624K -$1.09M -18,777 -64%
PCS
362
Personal CFO Solutions
New Jersey
$622K -$57.9K -993 -9%
HCMT
363
Highland Capital Management (Tennessee)
Tennessee
$610K +$23.7K +406 +4%
VA
364
Valmark Advisers
Ohio
$601K
EWM
365
Empirical Wealth Management
Washington
$595K -$25.9K -445 -4%
EHPM
366
Emery Howard Portfolio Management
California
$594K
Simplex Trading
367
Simplex Trading
Illinois
$587K +$350K +6,008 +148%
Cerity Partners
368
Cerity Partners
New York
$580K -$174K -2,991 -23%
CA
369
Clearstead Advisors
Ohio
$568K +$160K +2,735 +39%
CG
370
CFO4Life Group
Texas
$547K
HSA
371
HBK Sorce Advisory
Pennsylvania
$547K
RDWM
372
Red Door Wealth Management
Tennessee
$542K +$542K +9,251 New
JA
373
JOYN Advisors
Georgia
$540K -$2.16K -37 -0.4%
IWC
374
Integrated Wealth Concepts
Massachusetts
$537K -$28.3K -485 -5%
WA
375
Waverly Advisors
Alabama
$532K