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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$518M
2
Morgan Stanley
2
Morgan Stanley
New York
$648M
3
PI
3
PFS Investments
Georgia
$77.1M
4
FSA
4
Financial Services Advisory
Maryland
$12.1M
5
CS
5
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
Invesco
3
Invesco
Georgia
$621M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$61M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$27.9M -$4.8M -78,883 -15%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$26.7M +$279K +4,574 +1%
GF
28
Genworth Financial
Virginia
$26.5M +$9.92M +162,800 +60%
RJA
29
Raymond James & Associates
Florida
$26.3M -$1.39M -22,767 -5%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$25.2M +$6.04M +99,216 +32%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$24M -$351K -5,757 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$23.7M -$1.09M -17,961 -4%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$22.8M -$6.01M -98,699 -21%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.5M +$511K +8,386 +2%
ACM
35
Armbruster Capital Management
New York
$20.5M +$944K +15,500 +5%
SBL
36
Sargent Bickham Lagudis
Colorado
$19.9M -$290K -4,767 -1%
Barclays
37
Barclays
United Kingdom
$19.3M +$3.98M +65,415 +26%
PAG
38
Private Advisor Group
New Jersey
$19.1M -$16.9M -277,251 -47%
SI
39
Stephens Inc
Arkansas
$17.1M -$488K -8,016 -3%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$16.1M -$8.37M -137,399 -34%
JWA
41
JFS Wealth Advisors
Pennsylvania
$15.5M -$311K -5,112 -2%
FNBT
42
FineMark National Bank & Trust
Florida
$15.1M -$762K -12,503 -5%
CAL
43
Capital Advisors Ltd
Ohio
$15M -$167K -2,738 -1%
SKK
44
Shepherd Kaplan Krochuk
Massachusetts
$14.7M +$3M +49,283 +26%
Squarepoint
45
Squarepoint
New York
$14.5M +$6.01M +98,695 +71%
HNB
46
Huntington National Bank
Ohio
$14.2M -$12.3M – –
Stifel Financial
47
Stifel Financial
Missouri
$13.8M -$458K -7,517 -3%
NCM
48
Novare Capital Management
North Carolina
$13.2M -$2.69M -44,237 -17%
FSA
49
Financial Services Advisory
Maryland
$12.1M +$12.1M +198,283 New
SAM
50
Securian Asset Management
Minnesota
$11.4M – – –
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