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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 %
CFD
551
Creative Financial Designs
Indiana
$129K +$102K +1,477 +373%
AFG
552
Albion Financial Group
Utah
$125K
FCMT
553
Founders Capital Management (Texas)
Texas
$125K +$615 +9 +0.5%
ST
554
Smithfield Trust
Pennsylvania
$122K
CTC
555
Central Trust Company
Missouri
$122K +$6.87K +100 +6%
TFA
556
Transamerica Financial Advisors
Florida
$121K +$1.04K +15 +0.9%
CWM
557
Curi Wealth Management
North Carolina
$118K +$118K +1,731 New
VNA
558
Valley National Advisers
Pennsylvania
$117K
CHA
559
Carmichael Hill & Associates
Maryland
$107K +$412 +6 +0.4%
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$22.2K +323 +26%
FF
561
FourThought Financial
Florida
$105K
LS
562
Leelyn Smith
Illinois
$100K +$480 +7 +0.5%
DHGWA
563
Dixon Hughes Goodman Wealth Advisors
North Carolina
$98K +$98K +1,422 New
RBC
564
Roble Belko & Company
Pennsylvania
$84K
BFEC
565
Benjamin F. Edwards & Company
Missouri
$83K -$20.8K -304 -20%
IFAM
566
Institutional & Family Asset Management
Colorado
$81K
AAP
567
Arax Advisory Partners
Colorado
$79K +$341 +5 +0.4%
NFSG
568
Newbridge Financial Services Group
Florida
$74K +$36.4K +527 +97%
BlackRock
569
BlackRock
New York
$71K -$1.24K -18 -2%
PO
570
Private Ocean
California
$69K
Bessemer Group
571
Bessemer Group
New Jersey
$69K
BWA
572
BDO Wealth Advisors
Florida
$67K
HPC
573
HM Payson & Co
Maine
$66K
Deutsche Bank
574
Deutsche Bank
Germany
$66K
AC
575
AlphaCore Capital
California
$63K +$61.8K +904 +5,022%