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Invesco S&P 500 Low Volatility ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PW
451
Peninsula Wealth
California
$301K
BlackRock
452
BlackRock
New York
$300K +$286K +4,911 +2,081%
KIA
453
KCM Investment Advisors
California
$291K -$49.8K -852 -15%
Neuberger Berman Group
454
Neuberger Berman Group
New York
$290K
LIM
455
Lathrop Investment Management
Arkansas
$285K -$86.2K -1,475 -23%
PP
456
PDS Planning
Ohio
$277K -$2.86K -49 -1%
ACA
457
Aptus Capital Advisors
Alabama
$277K +$4.37K +75 +2%
FIM
458
Frontier Investment Management
Texas
$277K +$17.4K +299 +7%
PPA
459
Parametric Portfolio Associates
Washington
$276K +$25.4K +435 +10%
FANJ
460
Financial Architects (New Jersey)
New Jersey
$273K +$1.87K +32 +0.7%
FMTC
461
Farmers & Merchants Trust Company
California
$273K +$273K +4,675 New
BFIM
462
Beese Fulmer Investment Management
Ohio
$271K
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$269K
CCG
464
Cypress Capital Group
Florida
$267K -$581K -9,970 -68%
SIG
465
Sargent Investment Group
Maryland
$267K -$45.5K -780 -15%
RG
466
Rathbones Group
United Kingdom
$266K
AIC
467
Archer Investment Corporation
Indiana
$265K -$2.45K -42 -0.9%
ESB
468
Essex Savings Bank
Connecticut
$265K +$10.4K +178 +4%
Allianz Asset Management
469
Allianz Asset Management
Germany
$263K -$1.55M -26,500 -85%
SFA
470
Sequoia Financial Advisors
Ohio
$260K +$260K +4,465 New
VWM
471
Vigilare Wealth Management
Arizona
$259K +$259K +4,308 New
BA
472
Ballast Advisors
Minnesota
$259K +$259K +4,435 New
RZH
473
Relyea Zuckerberg Hanson
Connecticut
$257K +$257K +4,400 New
CG
474
Caprock Group
Idaho
$256K +$256K +4,391 New
SP
475
Successful Portfolios
Florida
$252K