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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 %
WB
501
WesBanco Bank
West Virginia
$216K -$101K -1,725 -32%
NAS
502
Nicolet Advisory Services
Wisconsin
$216K -$8.57K -147 -4%
TFO
503
Tarbox Family Office
California
$216K
MC
504
Moors & Cabot
Massachusetts
$214K +$214K +3,664 New
WOC
505
West Oak Capital
California
$213K +$58.4K +1,000 +38%
BNP Paribas Financial Markets
506
BNP Paribas Financial Markets
France
$213K -$58 -1 -0%
RSWM
507
Robertson Stephens Wealth Management
California
$211K -$51.6K -885 -20%
TFA
508
TPG Financial Advisors
Oregon
$211K
AA
509
Apriem Advisors
California
$210K +$210K +3,600 New
BCM
510
Bayesian Capital Management
New York
$210K +$210K +3,600 New
PCA
511
Personal Capital Advisors
California
$210K +$210K +3,601 New
DWA
512
Divergent Wealth Advisors
Utah
$209K
JAWM
513
J. Arnold Wealth Management
Ohio
$204K +$204K +3,489 New
NB
514
NBT Bank
New York
$204K +$204K +3,493 New
ISB
515
Iowa State Bank
Iowa
$203K +$203K +3,474 New
ACA
516
Atlas Capital Advisors
Wyoming
$203K +$66.9K +1,146 +49%
EIG
517
Ellenbecker Investment Group
Wisconsin
$202K
TL
518
TrueWealth LLC
Georgia
$200K +$58 +1 +0%
OIA
519
Optimum Investment Advisors
Illinois
$197K -$30.1K -517 -13%
CAAS
520
Capital Asset Advisory Services
Michigan
$197K +$197K +3,210 New
CA
521
CXI Advisors
Indiana
$188K +$188K +3,223 New
CAL
522
Capital Analysts LLC
Pennsylvania
$186K +$43.1K +738 +30%
MRC
523
Millburn Ridgefield Corp
New York
$165K +$50.3K +861 +44%
BRC
524
Bell Rock Capital
Delaware
$152K +$233 +4 +0.2%
ST
525
Smithfield Trust
Pennsylvania
$145K