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Invesco S&P 500 Low Volatility ETF

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
526
Front Row Advisors
California
$184K
AIM
527
Anchor Investment Management
South Carolina
$181K
WBC
528
West Branch Capital
Massachusetts
$180K
OA
529
Operose Advisors
Wisconsin
$180K +$180K +2,628 New
PCG
530
Private Capital Group
Connecticut
$175K
KTC
531
Kistler-Tiffany Companies
Pennsylvania
$168K -$16.1K -235 -9%
TFGT
532
TS Financial Group (TSFG)
Illinois
$168K
BW
533
Bison Wealth
Georgia
$168K +$137 +2 +0.1%
CAL
534
Capital Analysts LLC
Pennsylvania
$166K +$753 +11 +0.5%
EVM
535
Eaton Vance Management
Massachusetts
$165K
RDFA
536
Ritter Daniher Financial Advisory
Ohio
$158K
WTC
537
WhitTier Trust Company
Nevada
$154K
RIM
538
Rockbridge Investment Management
New York
$153K +$95.3K +1,391 +165%
AIC
539
Archer Investment Corporation
Indiana
$150K
CWS
540
Confluence Wealth Services
Pennsylvania
$147K +$147K +2,145 New
ME
541
McIlrath & Eck
Washington
$145K -$37.2K -541 -20%
PWM
542
Provident Wealth Management
Tennessee
$145K
GEA
543
Glen Eagle Advisors
New Jersey
$144K +$343 +5 +0.2%
ACA
544
Aptus Capital Advisors
Alabama
$143K
NL
545
NVWM LLC
Pennsylvania
$141K -$22.1K -322 -14%
SCA
546
Sandy Cove Advisors
Massachusetts
$137K +$137K +2,000 New
CIR
547
Clear Investment Research
Georgia
$135K -$58.9K -856 -30%
CFO
548
CVA Family Office
Colorado
$135K +$2.75K +40 +2%
FPFS
549
First Personal Financial Services
North Carolina
$133K -$48.8K -710 -27%
MAWCM
550
Mine & Arao Wealth Creation & Management
California
$133K