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Invesco S&P 500 Low Volatility ETF

540 hedge funds and large institutions have $6.52B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
11.86%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.47%
New
62
Increased
225
Reduced
149
Closed
42
Calls
$7.68M
Puts
$13.4M
Net Calls
-$5.74M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
451
World Investment Advisors
California
$203K +$203K +3,512 New
EIG
452
Ellenbecker Investment Group
Wisconsin
$201K +$201K +3,465 New
TL
453
TrueWealth LLC
Georgia
$199K +$58 +1 +0%
SMFG
454
Sumitomo Mitsui Financial Group
Japan
$188K +$188K +3,244 New
WOC
455
West Oak Capital
California
$153K
CAN
456
Claraphi Advisory Network
United States
$152K +$152K +2,620 New
BRC
457
Bell Rock Capital
Delaware
$151K +$290 +5 +0.2%
WEC
458
Winslow Evans & Crocker
Massachusetts
$148K
ST
459
Smithfield Trust
Pennsylvania
$144K
CAL
460
Capital Analysts LLC
Pennsylvania
$141K +$100K +1,739 +246%
ACA
461
Atlas Capital Advisors
Wyoming
$135K +$9.96K +172 +8%
WTC
462
WhitTier Trust Company
Nevada
$130K
FRA
463
Front Row Advisors
California
$130K
FGAM
464
Financial Gravity Asset Management
Texas
$125K +$74.3K +1,279 +146%
EI
465
Ellevest Inc
New York
$122K
MAU
466
MRA Associates USA
Arizona
$119K -$21.9K -378 -16%
GEA
467
Glen Eagle Advisors
New Jersey
$118K +$347 +6 +0.3%
CTC
468
Central Trust Company
Missouri
$116K
NSIM
469
North Star Investment Management
Illinois
$116K +$116K +2,000 New
MRC
470
Millburn Ridgefield Corp
New York
$114K +$2.03K +35 +2%
GAM
471
Gemmer Asset Management
California
$107K
SQA
472
Simon Quick Advisors
New Jersey
$105K +$58 +1 +0.1%
VNA
473
Valley National Advisers
Pennsylvania
$99K
BBPWM
474
Blue Bell Private Wealth Management
Pennsylvania
$93K -$981 -17 -1%
PO
475
Private Ocean
California
$93K