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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$659M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$97.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$106M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$32.3M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$109M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.53M
2
Invesco
2
Invesco
Georgia
$649M
3
HF
3
HRT Financial
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.15M
5
HNB
5
Huntington National Bank
Ohio
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
426
CreativeOne Wealth
Kansas
$355K +$52.6K +766 +17%
AWM
427
Apollon Wealth Management
South Carolina
$353K +$353K +5,140 New
CCM
428
Ciovacco Capital Management
Georgia
$349K -$1.23K -18 -0.4%
KIG
429
Kowal Investment Group
Wisconsin
$346K +$339K +4,945 +4,945%
PWM
430
Perigon Wealth Management
California
$345K – – –
Lido Advisors
431
Lido Advisors
California
$344K +$344K +5,014 New
NSIM
432
North Star Investment Management
Illinois
$343K – – –
WMA
433
Wealth Management Associates
New Jersey
$343K +$275 +4 +0.1%
G
434
GenTrust
Florida
$341K – – –
CWA
435
Centennial Wealth Advisory
Michigan
$340K -$104K -1,520 -23%
SFG
436
StrategIQ Financial Group
Indiana
$338K – – –
PW
437
Peninsula Wealth
California
$338K +$338K +4,918 New
KFGK
438
Keystone Financial Group (Kentucky)
Kentucky
$337K -$26.3K -383 -7%
ESB
439
Essex Savings Bank
Connecticut
$336K -$13.7K -200 -4%
LWMG
440
Levy Wealth Management Group
Pennsylvania
$333K +$1.44K +21 +0.4%
SFA
441
Sequoia Financial Advisors
Ohio
$333K +$333K +4,849 New
IWC
442
Integrated Wealth Concepts
Massachusetts
$330K +$103K +1,505 +46%
FANJ
443
Financial Architects (New Jersey)
New Jersey
$328K +$328K +4,781 New
BPA
444
Beacon Pointe Advisors
California
$327K +$327K +4,763 New
SWM
445
SFG Wealth Management
Maryland
$327K +$327K +4,767 New
VAS
446
Valicenti Advisory Services
New York
$323K -$5.35M -77,986 -94%
CPO
447
Cerity Partners OCIO
New York
$321K -$24K -350 -7%
DP
448
Divergent Planning
Maryland
$320K – – –
FWP
449
Falcon Wealth Planning
California
$316K – – –
PCM
450
Prelude Capital Management
New York
$311K +$311K +4,530 New
16 17
18
19 20