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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 %
BFG
526
Baron Financial Group
New Jersey
$30.5K – – –
FFA
527
Founders Financial Alliance
North Carolina
$29K – – –
PWA
528
Phoenix Wealth Advisors
North Carolina
$29K – – –
LWM
529
Liberty Wealth Management
California
$28K -$28.1K -466 -50%
PCA
530
Providence Capital Advisors
North Carolina
$28K -$2.24K -37 -7%
PGAM
531
Princeton Global Asset Management
New Jersey
$28K – – –
RFA
532
Reilly Financial Advisors
California
$25K -$20K -323 -44%
CFD
533
Creative Financial Designs
Indiana
$24K – – –
EW
534
Evoke Wealth
California
$24K – – –
AIP
535
Ameritas Investment Partners
Nebraska
$24K – – –
QT
536
Quantbot Technologies
New York
$24K +$24K +400 New
SIM
537
Sonora Investment Management
Arizona
$23K – – –
LFG
538
Larson Financial Group
Missouri
$23K +$123 +2 +0.5%
NSB
539
Norway Savings Bank
Maine
$22K – – –
AWM
540
Avior Wealth Management
Nebraska
$22K +$22K +375 New
PFP
541
Pinnacle Financial Partners
Tennessee
$21K – – –
PWA
542
Pinnacle Wealth Advisors
Tennessee
$21K +$21K +339 New
WB
543
Webster Bank
Connecticut
$20K – – –
OAJ
544
Ogorek Anthony Joseph
New York
$19K – – –
DAM
545
Delta Asset Management
Tennessee
$19K – – –
CWC
546
Carolinas Wealth Consulting
North Carolina
$18K +$61 +1 +0.3%
HIA
547
Harbor Investment Advisory
Maryland
$16K – – –
GFPC
548
Global Financial Private Client
Florida
$15.3K – – –
JFA
549
JNBA Financial Advisors
Minnesota
$15K – – –
IF
550
Ironwood Financial
Arizona
$14K – – –
20 21
22
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