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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 %
GRP
501
Global Retirement Partners
California
$64K +$20.4K +360 +47%
MRC
502
Millburn Ridgefield Corp
New York
$61K +$21.4K +377 +54%
PO
503
Private Ocean
California
$56K
PCG
504
Private Capital Group
Connecticut
$54K
Deutsche Bank
505
Deutsche Bank
Germany
$54K
TF
506
Tompkins Financial
New York
$51K -$283K -5,043 -85%
LWM
507
Liberty Wealth Management
California
$51K +$25.6K +466 +100%
AA
508
Addison Advisors
Vermont
$51K +$51K +900 New
ACA
509
Atlas Capital Advisors
Wyoming
$50.6K +$50.6K +900 New
MSFP
510
Mark Sheptoff Financial Planning
Connecticut
$48K
VRM
511
Vectors Research Management
New York
$48K
VCM
512
Vigilant Capital Management
Maine
$45K
BWM
513
BerganKDV Wealth Management
Minnesota
$45K +$5.61K +100 +14%
NFSG
514
Newbridge Financial Services Group
Florida
$45K +$10.9K +196 +32%
TPCW
515
TD Private Client Wealth
New York
$43.8K
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$43K -$367K -6,485 -90%
QCG
517
Quadrant Capital Group
Ohio
$42K
VFA
518
Valeo Financial Advisors
Indiana
$42K +$18.3K +329 +77%
RG
519
Retirement Group
California
$39K -$55.6K -1,010 -59%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$37K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$36K -$114K -2,030 -76%
Toronto Dominion Bank
522
Toronto Dominion Bank
Ontario, Canada
$34K -$5.67K -100 -14%
SWM
523
Sugarloaf Wealth Management
Georgia
$34K
TWA
524
TCI Wealth Advisors
Arizona
$34K +$56 +1 +0.2%
PCIA
525
Prime Capital Investment Advisors
Kansas
$31K +$168 +3 +0.5%