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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
Morgan Stanley
Morgan Stanley
New York
$648M
3
PI
PFS Investments
Georgia
$77.1M
4
FSA
Financial Services Advisory
Maryland
$12.1M
5
CS
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
AWM
AE Wealth Management
Kansas
$4.66M
3
Invesco
Invesco
Georgia
$621M
4
Two Sigma Investments
Two Sigma Investments
New York
$61M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
501
Financial Gravity Asset Management
Texas
$61K +$61K +2 New
IWP
502
IAG Wealth Partners
Wisconsin
$59K -$13.2K -214 -18%
HPC
503
HM Payson & Co
Maine
$58K – – –
Deutsche Bank
504
Deutsche Bank
Germany
$58K – – –
AA
505
Addison Advisors
Vermont
$55K +$55K +900 New
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$53K -$3.13K -51 -6%
VRM
507
Vectors Research Management
New York
$52K – – –
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
RIM
509
Rockbridge Investment Management
New York
$51K +$121 +2 +0.2%
SNT
510
Security National Trust
West Virginia
$49K -$26K -430 -35%
GWS
511
Glassman Wealth Services
Virginia
$49K – – –
VCM
512
Vigilant Capital Management
Maine
$49K – – –
WP
513
WealthShield Partners
North Carolina
$48K -$5.67M -92,883 -99%
QCG
514
Quadrant Capital Group
Ohio
$46K – – –
SSB
515
Sandy Spring Bank
Maryland
$46K +$13.4K +220 +41%
BWM
516
BerganKDV Wealth Management
Minnesota
$43K -$6.13K -100 -12%
RG
517
Retirement Group
California
$43K +$121 +2 +0.3%
EL
518
EMFO LLC
Florida
$41K +$41K +670 New
SWM
519
Sugarloaf Wealth Management
Georgia
$37K -$93.4K -1,540 -72%
CG
520
Cutler Group
California
$36K +$36K +599 New
TWA
521
TCI Wealth Advisors
Arizona
$35K -$2.88K -48 -8%
MA
522
MUFG Americas
New York
$33K – – –
NFSG
523
Newbridge Financial Services Group
Florida
$33K +$121 +2 +0.4%
EWM
524
Elmwood Wealth Management
California
$32K – – –
PWM
525
Prentice Wealth Management
New York
$32K – – –
19 20
21
22 23