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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 %
LWMG
401
Levy Wealth Management Group
Pennsylvania
$293K +$1.16K +19 +0.4%
FHC
402
First Heartland Consultants
Missouri
$286K -$43.9K -720 -13%
FWP
403
Falcon Wealth Planning
California
$281K -$20.8K -341 -7%
AGA
404
Arkos Global Advisors
Texas
$273K -$31.2K -513 -10%
F
405
F3Logic
Minnesota
$273K -$6.15K -101 -2%
MCWS
406
McKinley Carter Wealth Services
West Virginia
$273K -$5.36K -88 -2%
PMG
407
ProVise Management Group
Florida
$272K -$153K -2,504 -36%
JCM
408
Jacobi Capital Management
Pennsylvania
$271K -$6.03K -99 -2%
CC
409
Courier Capital
New York
$270K -$6.1K -100 -2%
RSWM
410
Robertson Stephens Wealth Management
California
$270K
CW
411
CreativeOne Wealth
Kansas
$269K -$150K -2,459 -36%
PMFA
412
Plante Moran Financial Advisors
Michigan
$269K
BFA
413
Beacon Financial Advisory
Ohio
$266K +$183 +3 +0.1%
CC
414
Cassaday & Co
Virginia
$264K
CWP
415
CFM Wealth Partners
Texas
$263K
SBH
416
Segall Bryant & Hamill
Illinois
$260K -$38.1K -627 -13%
TC
417
Telemus Capital
Michigan
$259K
EDRH
418
Edmond de Rothschild Holding
Switzerland
$258K
MIH
419
Meitav Investment House
Israel
$257K +$257K +4,217 New
GHA
420
GW Henssler & Associates
Georgia
$257K +$257K +4,227 New
MWM
421
Merriman Wealth Management
Washington
$253K -$6.53M -107,140 -96%
WFA
422
Wade Financial Advisory
California
$253K -$27.7K -454 -10%
CPFP
423
Clear Perspectives Financial Planning
Ohio
$252K
S
424
SignatureFD
Georgia
$246K -$26.4K -434 -10%
NDSI
425
Newman Dignan & Sheerar Inc
Rhode Island
$245K