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Invesco S&P 500 Low Volatility ETF

594 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 188 increasing their positions, 232 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-39
Holders Change %
-6.16%
% of All Funds
13.12%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.48%
New
78
Increased
188
Reduced
232
Closed
107
Calls
$9.75M
Puts
$10.2M
Net Calls
-$408K
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
526
Claraphi Advisory Network
United States
$41K +$41K +871 New
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$40K
VRM
528
Vectors Research Management
New York
$40K
VCM
529
Vigilant Capital Management
Maine
$38K
WP
530
WealthShield Partners
North Carolina
$37K -$354K -7,514 -91%
TPCW
531
TD Private Client Wealth
New York
$36.6K
KFI
532
Key Financial Inc
Pennsylvania
$36K +$36K +747 New
QCG
533
Quadrant Capital Group
Ohio
$35K
Toronto Dominion Bank
534
Toronto Dominion Bank
Ontario, Canada
$33K
SIM
535
Sonora Investment Management
Arizona
$32K
GSWM
536
Golden State Wealth Management
California
$32K +$32K +692 New
BWM
537
BerganKDV Wealth Management
Minnesota
$29K
SWM
538
Sugarloaf Wealth Management
Georgia
$29K
TWA
539
TCI Wealth Advisors
Arizona
$29K +$3.91K +82 +16%
CWC
540
Carolinas Wealth Consulting
North Carolina
$28K +$27.2K +571 +3,359%
BBPWM
541
Blue Bell Private Wealth Management
Pennsylvania
$27K -$49.7K -1,057 -65%
PCIA
542
Prime Capital Investment Advisors
Kansas
$26K -$29.5K -618 -53%
MA
543
MUFG Americas
New York
$25K -$5.59K -121 -18%
SSB
544
Sandy Spring Bank
Maryland
$25K
CYG
545
Clean Yield Group
Vermont
$25K +$25K +525 New
BWM
546
Baystate Wealth Management
Massachusetts
$24K +$141 +3 +0.6%
MF
547
Manchester Financial
California
$24K +$1.77K +38 +8%
JWM
548
Janiczek Wealth Management
Colorado
$24K +$24K +522 New
LWM
549
Liberty Wealth Management
California
$22K
SFPG
550
Stonebridge Financial Planning Group
Florida
$21K