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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CG
451
CFO4Life Group
Texas
$310K +$1.37K +20 +0.4%
JCM
452
Jacobi Capital Management
Pennsylvania
$308K +$1.37K +20 +0.4%
RSWM
453
Robertson Stephens Wealth Management
California
$305K
PMFA
454
Plante Moran Financial Advisors
Michigan
$304K
APP
455
Avantax Planning Partners
Iowa
$302K +$302K +4,406 New
Wolverine Trading
456
Wolverine Trading
Illinois
$296K -$15.5K -227 -5%
CWP
457
CFM Wealth Partners
Texas
$293K
FAT
458
First American Trust
California
$290K +$290K +4,226 New
CCP
459
Corient Capital Partners
California
$289K
GGS
460
Galvin Gaustad & Stein
Arizona
$286K -$48.1K -700 -14%
TC
461
Telemus Capital
Michigan
$286K -$5.35K -78 -2%
CPFP
462
Clear Perspectives Financial Planning
Ohio
$284K
MCWS
463
McKinley Carter Wealth Services
West Virginia
$282K +$5.01K +73 +2%
MWM
464
Merriman Wealth Management
Washington
$281K -$4.81K -70 -2%
RIA
465
Richwood Investment Advisors
Ohio
$281K +$281K +4,094 New
S
466
SignatureFD
Georgia
$277K +$69 +1 +0%
NDSI
467
Newman Dignan & Sheerar Inc
Rhode Island
$276K
LWM
468
Laidlaw Wealth Management
New York
$275K -$65.6K -955 -19%
WH
469
Whitcomb & Hess
Ohio
$274K -$50.6K -789 -16%
MIH
470
Meitav Investment House
Israel
$274K -$42.4K -620 -13%
GI
471
Gradient Investments
Minnesota
$270K -$1.17K -17 -0.4%
EWM
472
EPG Wealth Management
Georgia
$270K +$1.17K +17 +0.4%
TCMP
473
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K
SMC
474
Smith, Moore & Co
Missouri
$269K +$34.4K +501 +15%
F
475
F3Logic
Minnesota
$265K -$3.59M -52,680 -93%