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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 %
TIA
601
Traphagen Investment Advisors
New Jersey
– -$242K -4,311 Closed
PWG
602
Private Wealth Group
Florida
– -$233K -4,150 Closed
RG
603
Rathbones Group
United Kingdom
– -$227K -4,045 Closed
CG
604
Cutler Group
California
– -$219K -3,900 Closed
ANTB
605
AMG National Trust Bank
Colorado
– -$211K -3,750 Closed
BRWM
606
B. Riley Wealth Management
Tennessee
– -$200K -3,563 Closed
SIAG
607
Safeguard Investment Advisory Group
California
– -$144K -2,571 Closed
BSSFA
608
Baron Silver Stevens Financial Advisors
Florida
– -$143K -2,559 Closed
RDFA
609
Ritter Daniher Financial Advisory
Ohio
– -$124K -2,200 Closed
CF
610
Centaurus Financial
California
– -$116K -2,058 Closed
CWM
611
Curi Wealth Management
North Carolina
– -$97K -1,731 Closed
AWM
612
Avior Wealth Management
Nebraska
– -$88K -1,580 Closed
LGA
613
Lebenthal Global Advisors
New York
– -$86K -1,535 Closed
FPCG
614
Fort Pitt Capital Group
Pennsylvania
– -$77K -1,374 Closed
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$76K -1,355 Closed
TPWA
616
TRUE Private Wealth Advisors
Oregon
– -$70K -1,332 Closed
ACA
617
Atlas Capital Advisors
Wyoming
– -$50.6K -900 Closed
PWPS
618
Pinnacle Wealth Planning Services
Ohio
– -$43K -760 Closed
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
– -$36K -643 Closed
JWM
620
Janiczek Wealth Management
Colorado
– -$29K -522 Closed
D
621
Diversified
Delaware
– -$26K -485 Closed
OIM
622
Oder Investment Management
California
– -$27K -484 Closed
COCM
623
Charter Oak Capital Management
New Hampshire
– -$20K -351 Closed
PFO
624
Pathstone Family Office
New Jersey
– -$17K -300 Closed
TIAM2
625
Tru Independence Asset Management 2
Oregon
– -$15K -275 Closed
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25
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