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Invesco S&P 500 Low Volatility ETF

368 hedge funds and large institutions have $3.04B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
8.45%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
36
Increased
107
Reduced
149
Closed
38
Calls
$2.08M
Puts
$4.63M
Net Calls
-$2.56M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
51
Peak Capital Management
Colorado
$6.87M -$22.5K -479 -0.3%
Citigroup
52
Citigroup
New York
$6.73M +$499K +10,614 +8%
FAAS
53
First Allied Advisory Services
California
$6.45M +$219K +4,680 +4%
AIP
54
Ahrens Investment Partners
Louisiana
$6.37M -$90K -1,916 -1%
CFA
55
Carroll Financial Associates
North Carolina
$6.36M +$10.1K +214 +0.2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$6.33M -$3.52M -74,850 -36%
JWA
57
JFS Wealth Advisors
Pennsylvania
$6.19M -$58.3K -1,241 -0.9%
MI
58
Moneywise Inc
Virginia
$6.18M -$510K -10,861 -8%
CAAS
59
Capital Asset Advisory Services
Michigan
$5.95M -$6.86K -146 -0.1%
CAG
60
Csenge Advisory Group
Florida
$5.95M -$1.26M -26,896 -18%
BI
61
Ballast Inc
Kentucky
$5.91M +$323K +6,885 +6%
JGIA
62
Jackson Grant Investment Advisers
Connecticut
$5.68M -$269K -5,732 -5%
CA
63
Cetera Advisors
Colorado
$5.54M -$549K -11,696 -9%
FNBT
64
FineMark National Bank & Trust
Florida
$5.46M -$449K -9,555 -8%
AF
65
Advisornet Financial
Minnesota
$5.43M -$627K -13,350 -10%
UB
66
UMB Bank
Missouri
$5.34M -$265K -5,640 -5%
SCP
67
Silverleafe Capital Partners
Tennessee
$5.06M -$204K -4,337 -4%
BBA
68
Braun-Bostich & Associates
Pennsylvania
$5.05M -$132K -2,806 -3%
BRWA
69
B. Riley Wealth Advisors
Florida
$5M +$1.08M +22,986 +28%
KA
70
Klingman & Associates
New York
$4.8M -$193K -4,101 -4%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$4.76M -$4.58M -97,592 -49%
CCM
72
Cribstone Capital Management
Maine
$4.75M +$1.82M +38,777 +62%
BGDI
73
BW Gestao de Investimentos
Brazil
$4.7M
EFS
74
Essex Financial Services
Connecticut
$4.32M +$4.32M +92,049 New
William Blair & Company
75
William Blair & Company
Illinois
$4.23M -$410K -8,730 -9%