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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 %
RWB
526
RMR Wealth Builders
New Jersey
$143K +$143K +2,451 New
WEC
527
Winslow Evans & Crocker
Massachusetts
$134K -$15.3K -260 -10%
WTC
528
WhitTier Trust Company
Nevada
$131K
FRA
529
Front Row Advisors
California
$131K
EI
530
Ellevest Inc
New York
$123K
GEA
531
Glen Eagle Advisors
New Jersey
$120K +$408 +7 +0.3%
IWP
532
IAG Wealth Partners
Wisconsin
$119K +$119K +2,026 New
MAWCM
533
Mine & Arao Wealth Creation & Management
California
$119K +$119K +2,035 New
CTC
534
Central Trust Company
Missouri
$117K
AC
535
AlphaCore Capital
California
$117K +$117K +2,002 New
PCG
536
Private Capital Group
Connecticut
$114K +$59K +1,020 +107%
GAM
537
Gemmer Asset Management
California
$108K
SQA
538
Simon Quick Advisors
New Jersey
$106K +$58 +1 +0.1%
VNA
539
Valley National Advisers
Pennsylvania
$99K
BBPWM
540
Blue Bell Private Wealth Management
Pennsylvania
$95K +$1.11K +19 +1%
PO
541
Private Ocean
California
$94K
HWM
542
Howard Wealth Management
Connecticut
$92K +$92K +1,578 New
VFA
543
Valeo Financial Advisors
Indiana
$89K +$64.2K +1,102 +259%
CHA
544
Carmichael Hill & Associates
Maryland
$87K +$87K +1,498 New
FPFS
545
First Personal Financial Services
North Carolina
$85K
PMFA
546
Plante Moran Financial Advisors
Michigan
$84K
MWP
547
MYCIO Wealth Partners
Pennsylvania
$83K
RBC
548
Roble Belko & Company
Pennsylvania
$83K
IFAM
549
Institutional & Family Asset Management
Colorado
$83K
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K