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Invesco S&P 500 Low Volatility ETF

540 hedge funds and large institutions have $6.52B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
11.86%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.47%
New
62
Increased
225
Reduced
149
Closed
42
Calls
$7.68M
Puts
$13.4M
Net Calls
-$5.74M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
376
Jag Capital Management
Missouri
$371K -$27.5K -475 -7%
LIM
377
Lathrop Investment Management
Arkansas
$368K +$28.1K +486 +8%
CFS
378
CRA Financial Services
New Jersey
$364K
RCA
379
Rowland Carmichael Advisors
Arizona
$361K -$40K -690 -10%
GAM
380
Griffin Asset Management
New York
$360K -$20.3K -350 -5%
TF
381
TLWM Financial
Texas
$360K
PSF
382
Pacific Sun Financial
California
$357K +$17.9K +310 +5%
CAC
383
Certified Advisory Corp
Florida
$352K +$128K +2,218 +57%
QCM
384
Quest Capital Management
Texas
$345K -$37.6K -650 -10%
TF
385
Tompkins Financial
New York
$345K
KIA
386
KCM Investment Advisors
California
$338K +$338K +5,833 New
SFG
387
StrategIQ Financial Group
Indiana
$334K -$30.3K -524 -8%
Truist Financial
388
Truist Financial
North Carolina
$334K +$334K +5,775 New
GVAG
389
Great Valley Advisor Group
Delaware
$333K +$44.2K +763 +15%
JIR
390
James Investment Research
Ohio
$332K
SWM
391
Segment Wealth Management
Texas
$330K +$36.8K +636 +13%
LFG
392
LifePlan Financial Group
Ohio
$328K -$32K -553 -9%
NL
393
NVWM LLC
Pennsylvania
$320K -$2.78K -48 -0.9%
MPW
394
MA Private Wealth
California
$320K +$1.68K +29 +0.5%
WB
395
WesBanco Bank
West Virginia
$314K +$314K +5,419 New
WC
396
Westhampton Capital
North Carolina
$313K -$11.6K -200 -4%
CFA
397
Cahill Financial Advisors
Minnesota
$312K +$174 +3 +0.1%
SIG
398
Sargent Investment Group
Maryland
$310K
CC
399
Courier Capital
New York
$302K +$5.8K +102 +2%
PW
400
Peninsula Wealth
California
$299K