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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 %
PPA
376
Parametric Portfolio Associates
Washington
$346K -$46.7K -829 -12%
TC
377
Telemus Capital
Michigan
$343K +$23.9K +426 +8%
QCM
378
Quest Capital Management
Texas
$335K – – –
SWM
379
Segment Wealth Management
Texas
$333K +$562 +10 +0.2%
BFG
380
Berger Financial Group
Minnesota
$333K +$333K +5,915 New
MCM
381
Maryland Capital Management
Maryland
$322K – – –
CFA
382
Cahill Financial Advisors
Minnesota
$321K +$52.3K +932 +19%
CFS
383
CRA Financial Services
New Jersey
$320K – – –
LWAC
384
Laurel Wealth Advisors (California)
California
$319K -$281 -5 -0.1%
BFPW
385
BOK Financial Private Wealth
Colorado
$318K -$202K -3,596 -39%
ACS
386
Archford Capital Strategies
Illinois
$315K +$27.4K +485 +10%
DWP
387
Destiny Wealth Partners
Florida
$314K +$314K +5,579 New
LW
388
Linscomb Wealth
Texas
$312K +$312K +5,550 New
WMA
389
Wealth Management Associates
New Jersey
$309K -$90.9K -1,617 -23%
FPW
390
Flagship Private Wealth
Massachusetts
$307K +$307K +5,491 New
FHC
391
First Heartland Consultants
Missouri
$305K -$38.5K -685 -11%
SFSIG
392
San Francisco Sentry Investment Group
California
$302K -$112K -1,999 -27%
SL
393
Salomon & Ludwin
Virginia
$293K +$5.57K +99 +2%
ESB
394
Essex Savings Bank
Connecticut
$291K – – –
GAM
395
Griffin Asset Management
New York
$290K – – –
CCM
396
Ciovacco Capital Management
Georgia
$290K +$290K +5,172 New
SA
397
Strategic Advisors
New York
$288K -$31.2K -554 -10%
22CM
398
20/20 Capital Management
California
$286K – – –
CPO
399
Cerity Partners OCIO
New York
$284K +$618 +11 +0.2%
GGS
400
Galvin Gaustad & Stein
Arizona
$284K +$284K +5,050 New
14 15
16
17 18