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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 %
TCM
351
Tufton Capital Management
Maryland
$395K
BFG
352
Berger Financial Group
Minnesota
$386K +$52K +855 +16%
DAS
353
Dynamic Advisor Solutions
Arizona
$384K -$93.5K -1,533 -20%
LWAC
354
Laurel Wealth Advisors (California)
California
$384K +$50.9K +835 +15%
NCM
355
Northwest Capital Management
Oregon
$384K +$384K +6,090 New
QC
356
QCM Cayman
Texas
$383K +$383K +6,280 New
SWM
357
Segment Wealth Management
Texas
$375K
AL
358
Aspiriant LLC
California
$366K +$366K +5,997 New
AL
359
ACAS LLC
California
$364K
QCM
360
Quest Capital Management
Texas
$363K
KOC
361
Koss-Olinger Consulting
Florida
$363K +$28.3K +465 +8%
CA
362
Calton & Associates
Florida
$355K -$306 -5 -0.1%
BPA
363
Beacon Pointe Advisors
California
$354K +$354K +5,808 New
CWM
364
Cornerstone Wealth Management
Missouri
$349K -$178K -2,918 -34%
MCM
365
Maryland Capital Management
Maryland
$349K
OPS
366
Orion Portfolio Solutions
Nebraska
$347K -$389K -6,392 -53%
CFS
367
CRA Financial Services
New Jersey
$347K
HH
368
Hilltop Holdings
Texas
$346K -$101K -1,649 -23%
AWA
369
Alta Wealth Advisors
Massachusetts
$345K -$12.8K -210 -4%
G
370
GenTrust
Florida
$344K -$242K -3,965 -41%
CAWM
371
Capital Advisors Wealth Management
Washington
$342K +$18.4K +302 +6%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$338K
BFPW
373
BOK Financial Private Wealth
Colorado
$337K -$8.17K -134 -2%
SLT
374
St Louis Trust
Missouri
$336K
MFG
375
Merit Financial Group
Georgia
$335K +$335K +5,502 New