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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$263M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$396M
4
FI
4
FormulaFolio Investments
Michigan
$41.9M
5
PFS
5
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.4M
3
CC
3
Cassaday & Co
Virginia
$874K
4
Bank of America
4
Bank of America
North Carolina
$360M
5
TEE
5
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
601
Centric Wealth Management
Illinois
– -$1.12M -19,778 Closed
CAM
602
Concorde Asset Management
Michigan
– -$942K -17,548 Closed
PIMG
603
Patriot Investment Management Group
Tennessee
– -$715K -13,345 Closed
TI
604
Trexquant Investment
Connecticut
– -$680K -12,668 Closed
FAT
605
First American Trust
California
– -$592K -11,024 Closed
LA
606
Legacy Advisors
Pennsylvania
– -$565K -10,528 Closed
AO
607
Advisor OS
Illinois
– -$437K -9,626 Closed
IWC
608
Integrated Wealth Concepts
Massachusetts
– -$506K -9,430 Closed
OCM
609
Oakwood Capital Management
California
– -$492K -9,175 Closed
MCM
610
Mattern Capital Management
Colorado
– -$465K -8,678 Closed
BBA
611
Braun-Bostich & Associates
Pennsylvania
– -$460K -8,581 Closed
RCA
612
Reitz Capital Advisors
Michigan
– -$353K -6,575 Closed
EWM
613
EPG Wealth Management
Georgia
– -$330K -6,144 Closed
PWM
614
Perigon Wealth Management
California
– -$307K -5,721 Closed
MIM
615
Moseley Investment Management
Florida
– -$304K -5,676 Closed
PW
616
Peninsula Wealth
California
– -$277K -5,159 Closed
TRCT
617
Tower Research Capital (TRC)
New York
– -$261K -4,872 Closed
Jane Street
618
Jane Street
New York
– -$258K -4,806 Closed
BFIM
619
Beese Fulmer Investment Management
Ohio
– -$250K -4,652 Closed
JA
620
JVL Associates
Michigan
– -$232K -4,324 Closed
HAIM
621
Hunter Associates Investment Management
Pennsylvania
– -$224K -4,170 Closed
RF
622
RHS Financial
California
– -$223K -4,164 Closed
AAMA
623
Advanced Asset Management Advisors
Ohio
– -$220K -4,105 Closed
RA
624
RFG Advisory
Alabama
– -$218K -4,071 Closed
RCAG
625
Rehmann Capital Advisory Group
Michigan
– -$212K -3,946 Closed
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