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Invesco S&P 500 Low Volatility ETF

558 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 277 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
11.29%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.83%
New
42
Increased
133
Reduced
277
Closed
45
Calls
$24.3M
Puts
$6.14M
Net Calls
+$18.1M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
426
Cambridge Trust
Massachusetts
$217K
Lido Advisors
427
Lido Advisors
California
$216K -$11.2K -208 -5%
RCAG
428
Rehmann Capital Advisory Group
Michigan
$212K +$212K +3,946 New
SMC
429
Smith, Moore & Co
Missouri
$210K +$210K +3,913 New
CI
430
CX Institutional
Indiana
$209K -$67.9K -1,266 -25%
EFSCE
431
Enterprise Financial Services Corp (EFSC)
Missouri
$208K
PWG
432
Private Wealth Group
Florida
$206K +$206K +3,832 New
TC
433
Tatro Capital
Kentucky
$206K +$206K +3,846 New
ACA
434
Ascension Capital Advisors
Texas
$205K -$6.2M -115,666 -97%
ACA
435
Aptus Capital Advisors
Alabama
$203K +$536 +10 +0.3%
ANTB
436
AMG National Trust Bank
Colorado
$201K +$201K +3,750 New
PMFA
437
Plante Moran Financial Advisors
Michigan
$200K
AAP
438
Arax Advisory Partners
Colorado
$191K -$81.8K -1,525 -30%
PWM
439
Provident Wealth Management
Tennessee
$184K +$89.9K +1,678 +95%
BA
440
Ballast Advisors
Minnesota
$174K +$174K +3,240 New
CF
441
Centaurus Financial
California
$166K -$256K -4,778 -61%
TFA
442
Transamerica Financial Advisors
Florida
$158K -$12.8M -237,785 -99%
PFG
443
Pacific Financial Group
Washington
$155K -$86.3K -1,605 -36%
FRA
444
Front Row Advisors
California
$148K
TFS
445
TrustCore Financial Services
Tennessee
$147K
CAL
446
Capital Analysts LLC
Pennsylvania
$144K
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$143K -$91.7K -1,715 -39%
AIM
448
Anchor Investment Management
South Carolina
$142K +$125K +2,339 +780%
Bank Julius Baer & Co
449
Bank Julius Baer & Co
Switzerland
$141K +$696 +13 +0.5%
BW
450
Bison Wealth
Georgia
$139K +$161 +3 +0.1%