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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 $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
–
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
154
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$73.6M
2
BAM
BTS Asset Management
Massachusetts
$43.7M
3
HF
HRT Financial
New York
$25M
4
Goldman Sachs
Goldman Sachs
New York
$15.2M
5
HCA
Heck Capital Advisors
Wisconsin
$7.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$336M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
3
CS
Credit Suisse
Switzerland
$27.2M
4
Invesco
Invesco
Georgia
$598M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
501
Deutsche Bank
Germany
$58K – – –
AA
502
Addison Advisors
Vermont
$55K – – –
TF
503
Tompkins Financial
New York
$55K +$55K +909 New
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
VRM
505
Vectors Research Management
New York
$52K – – –
RIM
506
Rockbridge Investment Management
New York
$51K +$121 +2 +0.2%
SNT
507
Security National Trust
West Virginia
$49K – – –
VCM
508
Vigilant Capital Management
Maine
$49K – – –
SSB
509
Sandy Spring Bank
Maryland
$49K +$2.58K +42 +6%
QCG
510
Quadrant Capital Group
Ohio
$46K – – –
FNBOSM
511
First National Bank of South Miami
Florida
$46K +$46K +750 New
RG
512
Retirement Group
California
$44K +$123 +2 +0.3%
BWM
513
BerganKDV Wealth Management
Minnesota
$43K – – –
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K +$43K +700 New
EL
515
EMFO LLC
Florida
$41K – – –
TCWM
516
Total Clarity Wealth Management
Illinois
$40K +$40K +660 New
SWM
517
Sugarloaf Wealth Management
Georgia
$37K – – –
MIFH
518
Migdal Insurance & Financial Holdings
Israel
$35K +$35K +580 New
AWM
519
Avior Wealth Management
Nebraska
$34K +$11.6K +193 +51%
NFSG
520
Newbridge Financial Services Group
Florida
$33K – – –
MA
521
MUFG Americas
New York
$33K – – –
GPA
522
Guidance Point Advisors
Massachusetts
$33K +$33K +554 New
PWM
523
Prentice Wealth Management
New York
$32K – – –
BFG
524
Baron Financial Group
New Jersey
$30.4K – – –
PA
525
PSI Advisors
Florida
$30K +$30K +499 New
19 20
21
22 23