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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
FI
FormulaFolio Investments
Michigan
$41.9M
5
PFS
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
426
Kalos Management
Georgia
$245K -$384K -6,844 -61%
CWP
427
CFM Wealth Partners
Texas
$243K – – –
TIA
428
Traphagen Investment Advisors
New Jersey
$242K -$144K -2,563 -37%
CW
429
CreativeOne Wealth
Kansas
$241K +$4.22K +75 +2%
RWB
430
RMR Wealth Builders
New Jersey
$239K -$155K -2,763 -39%
EDRH
431
Edmond de Rothschild Holding
Switzerland
$238K – – –
NCM
432
Noesis Capital Mangement
Florida
$237K -$47.9K -850 -17%
PWG
433
Private Wealth Group
Florida
$233K +$17.9K +318 +8%
CPFP
434
Clear Perspectives Financial Planning
Ohio
$233K +$233K +4,143 New
RG
435
Rathbones Group
United Kingdom
$227K – – –
CT
436
Cambridge Trust
Massachusetts
$227K – – –
CIA
437
Choate Investment Advisors
Massachusetts
$226K -$369K -6,562 -62%
RPG
438
Resource Planning Group
Georgia
$221K +$221K +3,924 New
SMC
439
Smith, Moore & Co
Missouri
$220K +$56 +1 +0%
CG
440
Cutler Group
California
$219K +$202K +3,600 +1,200%
EFSCE
441
Enterprise Financial Services Corp (EFSC)
Missouri
$218K – – –
CIBC World Market
442
CIBC World Market
Ontario, Canada
$216K +$216K +3,848 New
CA
443
CGN Advisors
Kansas
$215K +$215K +3,825 New
ME
444
McIlrath & Eck
Washington
$214K -$55.4K -984 -21%
WCF
445
West Coast Financial
California
$214K +$214K +3,804 New
TC
446
Tatro Capital
Kentucky
$212K -$4.5K -80 -2%
PWM
447
Provident Wealth Management
Tennessee
$212K +$18.9K +337 +10%
ANTB
448
AMG National Trust Bank
Colorado
$211K – – –
PMFA
449
Plante Moran Financial Advisors
Michigan
$210K – – –
AA
450
Apriem Advisors
California
$210K +$210K +3,740 New
16 17
18
19 20