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Invesco S&P 500 Low Volatility ETF

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
476
Filbrandt Wealth Management
Wisconsin
$72K
GRP
477
Global Retirement Partners
California
$70K +$4.4K +76 +7%
IWP
478
IAG Wealth Partners
Wisconsin
$69K
AF
479
Allworth Financial
California
$65K +$36.6K +628 +129%
BlackRock
480
BlackRock
New York
$64K +$57.5K +994 +880%
Bessemer Group
481
Bessemer Group
New Jersey
$58K -$477K -8,221 -89%
GAM
482
Gemmer Asset Management
California
$58K -$49.6K -853 -46%
PO
483
Private Ocean
California
$58K
MRC
484
Millburn Ridgefield Corp
New York
$57K -$5.33K -92 -9%
HPC
485
HM Payson & Co
Maine
$56K -$43.7K -749 -44%
Deutsche Bank
486
Deutsche Bank
Germany
$56K
PCG
487
Private Capital Group
Connecticut
$55K
TF
488
Tompkins Financial
New York
$53K
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$14.5K +250 +38%
LWM
490
Liberty Wealth Management
California
$51K
RIM
491
Rockbridge Investment Management
New York
$49K -$87.3K -1,495 -64%
VRM
492
Vectors Research Management
New York
$49K
MSFP
493
Mark Sheptoff Financial Planning
Connecticut
$49K
GWS
494
Glassman Wealth Services
Virginia
$47K -$32.3K -550 -41%
VCM
495
Vigilant Capital Management
Maine
$47K
BWM
496
BerganKDV Wealth Management
Minnesota
$47K
TPCW
497
TD Private Client Wealth
New York
$45.3K
QCG
498
Quadrant Capital Group
Ohio
$44K
RFA
499
Reilly Financial Advisors
California
$42K +$18.7K +323 +80%
RG
500
Retirement Group
California
$41K +$173 +3 +0.4%