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Invesco S&P 500 Low Volatility ETF

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWCM
476
Mine & Arao Wealth Creation & Management
California
$114K
CFO
477
CVA Family Office
Colorado
$108K +$392 +7 +0.4%
GAM
478
Gemmer Asset Management
California
$104K
WT
479
Whittier Trust
California
$101K
CWM
480
Curi Wealth Management
North Carolina
$97K +$97K +1,731 New
VNA
481
Valley National Advisers
Pennsylvania
$96K -$169 -3 -0.2%
HPC
482
HM Payson & Co
Maine
$96K
CTC
483
Central Trust Company
Missouri
$94K
WOC
484
West Oak Capital
California
$93K -$16.9K -300 -15%
AWM
485
Avior Wealth Management
Nebraska
$88K -$229K -4,117 -72%
CHA
486
Carmichael Hill & Associates
Maryland
$86K +$392 +7 +0.5%
LGA
487
Lebenthal Global Advisors
New York
$86K +$86K +1,535 New
FF
488
FourThought Financial
Florida
$85K +$85K +1,525 New
LS
489
Leelyn Smith
Illinois
$81K -$909K -1,604 -92%
IFAM
490
Institutional & Family Asset Management
Colorado
$80K
FPCG
491
Fort Pitt Capital Group
Pennsylvania
$77K +$77K +1,374 New
GWS
492
Glassman Wealth Services
Virginia
$76K
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K
TFGT
494
TS Financial Group (TSFG)
Illinois
$75K
FWM
495
Filbrandt Wealth Management
Wisconsin
$70K
SNT
496
Security National Trust
West Virginia
$70K
TPWA
497
TRUE Private Wealth Advisors
Oregon
$70K +$21K +400 +43%
RBC
498
Roble Belko & Company
Pennsylvania
$69K
IWP
499
IAG Wealth Partners
Wisconsin
$66K
APWA
500
Atlas Private Wealth Advisors
New Jersey
$64K