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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
Morgan Stanley
Morgan Stanley
New York
$648M
3
PI
PFS Investments
Georgia
$77.1M
4
FSA
Financial Services Advisory
Maryland
$12.1M
5
CS
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
AWM
AE Wealth Management
Kansas
$4.66M
3
Invesco
Invesco
Georgia
$621M
4
Two Sigma Investments
Two Sigma Investments
New York
$61M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
376
Wealth Management Associates
New Jersey
$335K +$183 +3 +0.1%
LWM
377
Laidlaw Wealth Management
New York
$333K -$587K -9,629 -64%
MIM
378
Moseley Investment Management
Florida
$333K -$974 -16 -0.3%
PAG
379
Private Advisory Group
Washington
$331K +$331K +5,434 New
KFGK
380
Keystone Financial Group (Kentucky)
Kentucky
$329K -$18.3K -300 -5%
FPW
381
Flagship Private Wealth
Massachusetts
$328K -$5.97K -96 -2%
SFSIG
382
San Francisco Sentry Investment Group
California
$325K -$2.38K -39 -0.7%
MCCP
383
Mission Creek Capital Partners
California
$324K -$67.4K -1,106 -17%
SFSG
384
Sound Financial Strategies Group
Mississippi
$320K +$102K +1,681 +47%
VC
385
Veracity Capital
Georgia
$317K -$412K -6,761 -57%
PWM
386
Perigon Wealth Management
California
$317K -$3.17K -52 -1%
CCM
387
Ciovacco Capital Management
Georgia
$316K -$1.22K -20 -0.4%
ESB
388
Essex Savings Bank
Connecticut
$316K – – –
CCP
389
Corient Capital Partners
California
$313K – – –
EP
390
Eudaimonia Partners
Tennessee
$309K -$22.3K -366 -7%
22CM
391
20/20 Capital Management
California
$309K – – –
GI
392
Gradient Investments
Minnesota
$307K -$15.3K -251 -5%
CPO
393
Cerity Partners OCIO
New York
$306K +$731 +12 +0.2%
NSIM
394
North Star Investment Management
Illinois
$305K – – –
GGS
395
Galvin Gaustad & Stein
Arizona
$302K – – –
MCM
396
MAI Capital Management
Ohio
$302K +$48.8K +802 +19%
SFG
397
StrategIQ Financial Group
Indiana
$300K – – –
SFA
398
Sequoia Financial Advisors
Ohio
$300K +$61 +1 +0%
DP
399
Divergent Planning
Maryland
$295K – – –
Comerica Bank
400
Comerica Bank
Texas
$294K -$361K -5,625 -55%
14 15
16
17 18