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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 %
TCWM
501
Total Clarity Wealth Management
Illinois
$38K +$38K +660 New
TWA
502
TCI Wealth Advisors
Arizona
$37K +$1.17K +20 +3%
NFSG
503
Newbridge Financial Services Group
Florida
$32K -$15.6K -265 -33%
PCIA
504
Prime Capital Investment Advisors
Kansas
$32K +$115 +2 +0.4%
MA
505
MUFG Americas
New York
$31K
SSB
506
Sandy Spring Bank
Maryland
$31K
PWM
507
Prentice Wealth Management
New York
$31K +$31K +527 New
EWM
508
Elmwood Wealth Management
California
$30K +$30K +520 New
BFG
509
Baron Financial Group
New Jersey
$29.1K
WOC
510
West Oak Capital
California
$29K -$66.7K -1,150 -70%
Toronto Dominion Bank
511
Toronto Dominion Bank
Ontario, Canada
$29K -$5.8K -100 -17%
FFA
512
Founders Financial Alliance
North Carolina
$29K
PCA
513
Providence Capital Advisors
North Carolina
$29K
FFC
514
Fure Financial Corporation
Minnesota
$29K
PGAM
515
Princeton Global Asset Management
New Jersey
$27K
PWA
516
Phoenix Wealth Advisors
North Carolina
$27K
MWP
517
Meridian Wealth Partners
Pennsylvania
$25K
CFD
518
Creative Financial Designs
Indiana
$23K
AIP
519
Ameritas Investment Partners
Nebraska
$23K
SIM
520
Sonora Investment Management
Arizona
$22K
EW
521
Evoke Wealth
California
$22K
LFG
522
Larson Financial Group
Missouri
$22K +$59 +1 +0.3%
NSB
523
Norway Savings Bank
Maine
$21K
CCM
524
Cribstone Capital Management
Maine
$19K -$880K -15,013 -98%
VFA
525
Valeo Financial Advisors
Indiana
$19K -$24.4K -424 -56%