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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 %
MFW
351
Meristem Family Wealth
Minnesota
$393K – – –
Brown Advisory
352
Brown Advisory
Maryland
$388K – – –
ATC
353
Argent Trust Co
Tennessee
$385K -$24.1K -428 -6%
TF
354
TLWM Financial
Texas
$385K -$3.54K -63 -0.9%
WA
355
Wealth Alliance
New York
$384K +$34.1K +607 +10%
TCOV
356
Trust Company of Vermont
Vermont
$383K – – –
GCA
357
Gradient Capital Advisors
California
$383K +$2.98K +53 +0.8%
WS
358
Wedbush Securities
California
$383K +$65.1K +1,156 +20%
RBFC
359
Roman Butler Fullerton & Co
Missouri
$382K +$1.29K +23 +0.3%
MCCP
360
Mission Creek Capital Partners
California
$380K – – –
DP
361
Divergent Planning
Maryland
$375K +$375K +6,670 New
VC
362
Vicus Capital
Pennsylvania
$372K +$3.93K +70 +1%
EP
363
Eudaimonia Partners
Tennessee
$369K -$111K -1,971 -23%
CWM
364
Chicago Wealth Management
Illinois
$366K -$90.1K -1,601 -20%
PMG
365
ProVise Management Group
Florida
$366K +$366K +6,515 New
TCM
366
Tufton Capital Management
Maryland
$365K -$27.2K -485 -7%
CWM
367
Cornerstone Wealth Management
Missouri
$363K -$8.5K -151 -2%
F
368
F3Logic
Minnesota
$358K -$11.4M -202,387 -97%
GI
369
Gradient Investments
Minnesota
$356K – – –
Lido Advisors
370
Lido Advisors
California
$355K +$129K +2,299 +57%
AWA
371
Alta Wealth Advisors
Massachusetts
$355K +$355K +6,305 New
HH
372
Hilltop Holdings
Texas
$352K -$6.41M -114,145 -95%
FNT
373
First National Trust
Pennsylvania
$349K -$3.15K -56 -0.9%
SF
374
Synovus Financial
Georgia
$348K +$1.18K +21 +0.3%
WFA
375
Wade Financial Advisory
California
$346K -$6.27M -111,405 -95%
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15
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