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Invesco S&P 500 Low Volatility ETF

582 hedge funds and large institutions have $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
154
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
426
West Coast Financial
California
$224K
FFN
427
Focus Financial Network
Minnesota
$224K
AA
428
Apriem Advisors
California
$221K
CCP
429
Clarkston Capital Partners
Michigan
$221K
GW
430
GW & Wade
Massachusetts
$221K +$221K +3,633 New
Cerity Partners
431
Cerity Partners
New York
$215K +$61 +1 +0%
IA
432
IFP Advisors
Florida
$215K +$49.4K +814 +30%
CAM
433
Concorde Asset Management
Michigan
$214K -$547K -8,978 -72%
NB
434
NBT Bank
New York
$213K
AL
435
Aspiriant LLC
California
$211K -$154K -2,533 -42%
EFG
436
Everhart Financial Group
Ohio
$211K -$32.1K -527 -13%
SMC
437
Smith, Moore & Co
Missouri
$208K -$26.5K -436 -11%
RWB
438
RMR Wealth Builders
New Jersey
$208K +$208K +3,418 New
CA
439
CGN Advisors
Kansas
$206K -$19K -312 -8%
CFA
440
Cahill Financial Advisors
Minnesota
$206K
JAWM
441
J. Arnold Wealth Management
Ohio
$204K +$182 +3 +0.1%
WA
442
WBH Advisory
Maryland
$201K +$2.92K +48 +1%
IWC
443
Integrated Wealth Concepts
Massachusetts
$201K +$201K +3,307 New
SFSG
444
Sound Financial Strategies Group
Mississippi
$199K -$121K -1,986 -38%
CIA
445
Choate Investment Advisors
Massachusetts
$188K
WFA
446
West Financial Advisors
Iowa
$183K
EDRH
447
Edmond de Rothschild Holding
Switzerland
$176K -$80.7K -1,330 -31%
SMFG
448
Sumitomo Mitsui Financial Group
Japan
$172K +$607 +10 +0.4%
CIR
449
Clear Investment Research
Georgia
$171K
FRA
450
Front Row Advisors
California
$163K