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Invesco S&P 500 Low Volatility ETF

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
376
Wealth Alliance
New York
$469K
TCOV
377
Trust Company of Vermont
Vermont
$467K
TWC
378
TD Waterhouse Canada
Ontario, Canada
$465K +$465K +6,536 New
CSI
379
Cross Staff Investments
New York
$462K +$462K +6,734 New
NB
380
Northwest Bancshares
Pennsylvania
$460K -$50K -728 -10%
PA
381
Pinnacle Associates
New York
$458K -$13.8K -201 -3%
OPS
382
Orion Portfolio Solutions
Nebraska
$458K +$458K +6,667 New
RB
383
Richmond Brothers
Michigan
$458K +$458K +6,673 New
GTAM
384
Global Trust Asset Management
Florida
$457K +$311K +4,523 +212%
TF
385
TLWM Financial
Texas
$452K -$4.81K -70 -1%
SWM
386
Segment Wealth Management
Texas
$448K +$26.3K +383 +6%
MWM
387
Modera Wealth Management
New Jersey
$443K +$443K +6,455 New
RBFC
388
Roman Butler Fullerton & Co
Missouri
$440K -$67.2K -978 -13%
P
389
&Partners
Tennessee
$439K +$439K +6,399 New
AWA
390
Arete Wealth Advisors
Illinois
$432K +$432K +6,326 New
AGA
391
Arkos Global Advisors
Texas
$424K +$117K +1,700 +38%
LWAC
392
Laurel Wealth Advisors (California)
California
$419K -$16.3K -237 -4%
HWA
393
HCR Wealth Advisors
California
$417K -$79.4K -1,157 -16%
MFG
394
Merit Financial Group
Georgia
$412K +$34.1K +497 +9%
BDAM
395
Blue Door Asset Management
Connecticut
$412K +$412K +6,000 New
AL
396
ACAS LLC
California
$410K
QCM
397
Quest Capital Management
Texas
$409K
TCM
398
Tufton Capital Management
Maryland
$408K -$37.7K -550 -8%
ACK
399
Andrew C. Karlinski
$408K +$408K +5,943 New
CCM
400
Crabel Capital Management
California
$402K +$402K +5,856 New