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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$528M
2
AWM
AE Wealth Management
Kansas
$55.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$98.2M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$32.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$92.7M
2
PI
PFS Investments
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$314M
4
Ameriprise
Ameriprise
Minnesota
$94.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
551
HHM Wealth Advisors
Tennessee
$8K – – –
NIC
552
Northwest Investment Counselors
Oregon
$8K +$8K +136 New
OIA
553
Optimum Investment Advisors
Illinois
$7K +$60 +1 +0.9%
FFA
554
Freedman Financial Associates
Massachusetts
$6K – – –
FWM
555
Focused Wealth Management
New York
$6K +$59 +1 +1%
AssetMark Inc
556
AssetMark Inc
California
$5K -$5.63K -89 -53%
SL
557
Savior LLC
Massachusetts
$5K – – –
BWL
558
Bogart Wealth LLC
Virginia
$5K – – –
GAM
559
Grandview Asset Management
Pennsylvania
$5K +$5K +93 New
DSC
560
Duncker Streett & Co
Missouri
$4K – – –
WCM
561
Wealthcare Capital Management
Virginia
$4K +$4K +75 New
RMC
562
Resources Management Corp
Connecticut
$3K -$3.67K -55 -55%
First Manhattan
563
First Manhattan
New York
$3K – – –
CWA
564
Core Wealth Advisors
Florida
$3K – – –
KFI
565
Key Financial Inc
Pennsylvania
$2K – – –
BC
566
Burleson & Co
California
$1K +$1K +9 New
1WM
567
1900 Wealth Management
Texas
$634 -$576 -9,906 -48%
BBHC
568
Brown Brothers Harriman & Co
New York
$145 +$145 +2,500 New
SWM
569
Sugarloaf Wealth Management
Georgia
$35 +$25 +1,540 +252%
PI
570
PFS Investments
Georgia
– -$59.9M -1,061,923 Closed
FFN
571
Focus Financial Network
Minnesota
– -$11.1M -197,237 Closed
PP
572
Paloma Partners
Connecticut
– -$5.12M -91,110 Closed
SHWM
573
Silicon Hills Wealth Management
Texas
– -$5.12M -90,959 Closed
SCM
574
Southport Capital Management
Tennessee
– -$2.58M -45,916 Closed
WCG
575
Weaver Consulting Group
California
– -$2.12M -37,733 Closed
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