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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 %
IP
401
Ignite Planners
California
$399K +$399K +6,056 New
BFA
402
Beacon Financial Advisory
Ohio
$398K +$98.1K +1,430 +33%
LA
403
Latitude Advisors
Florida
$396K
CAWM
404
Capital Advisors Wealth Management
Washington
$396K +$9.14K +133 +2%
MCM
405
MAI Capital Management
Ohio
$396K +$44.8K +653 +13%
MCM
406
Maryland Capital Management
Maryland
$393K
CIBC World Market
407
CIBC World Market
Ontario, Canada
$393K +$393K +5,729 New
RWB
408
RMR Wealth Builders
New Jersey
$391K +$156K +2,273 +67%
JSW
409
Journey Strategic Wealth
New Jersey
$391K +$391K +5,700 New
HH
410
Hilltop Holdings
Texas
$390K
AWA
411
Alta Wealth Advisors
Massachusetts
$387K -$1.86K -27 -0.5%
PSF
412
Pacific Sun Financial
California
$379K +$6.87K +100 +2%
BFPW
413
BOK Financial Private Wealth
Colorado
$375K
FPW
414
Flagship Private Wealth
Massachusetts
$374K -$29.3K -427 -7%
OCM
415
One Capital Management
California
$374K +$374K +5,453 New
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$373K -$484K -7,054 -56%
IP
417
Intellectus Partners
California
$371K -$118K -1,726 -24%
MIM
418
Moseley Investment Management
Florida
$365K -$2.13K -31 -0.6%
MCCP
419
Mission Creek Capital Partners
California
$365K
CA
420
Calton & Associates
Florida
$363K -$119K -1,727 -25%
CWM
421
Cornerstone Wealth Management
Missouri
$361K +$69 +1 +0%
KM
422
Kalos Management
Georgia
$360K +$20.3K +319 +6%
GHA
423
GW Henssler & Associates
Georgia
$360K +$360K +5,250 New
VC
424
Veracity Capital
Georgia
$357K -$755 -11 -0.2%
CFS
425
CRA Financial Services
New Jersey
$356K