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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HB
76
Homrich & Berg
Georgia
$6.82M +$21.9K +376 +0.3%
FTS
77
Fifth Third Securities
Ohio
$6.76M -$2.78M -47,770 -29%
Wellington Management Group
78
Wellington Management Group
Massachusetts
$6.73M -$52.7M -906,730 -89%
MWM
79
Merriman Wealth Management
Washington
$6.47M +$28.3K +487 +0.4%
GWM
80
Geneos Wealth Management
Colorado
$6.44M -$438K -7,250 -6%
MCC
81
Money Concepts Capital
Florida
$6.34M +$5.9M +101,479 +1,351%
DA
82
Detalus Advisors
Missouri
$6.06M +$127K +2,185 +2%
IA
83
IFG Advisory
Georgia
$6.06M -$106K -1,816 -2%
WOSD
84
WFA of San Diego
California
$5.98M -$946K -16,273 -14%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$5.92M +$5.12M +86,865 +643%
FPB
86
First PREMIER Bank
South Dakota
$5.88M -$35.8K -615 -0.6%
NA
87
NewEdge Advisors
Louisiana
$5.52M +$202K +3,477 +4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.5M -$2.17M -37,316 -28%
WP
89
WealthShield Partners
North Carolina
$5.45M +$1.28M +22,057 +31%
PA
90
PFG Advisors
Arizona
$5.38M -$1.39M -23,981 -21%
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$5.36M +$94.9K +1,632 +2%
IWM
92
IHT Wealth Management
Illinois
$5.32M +$2.35M +40,486 +79%
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$5.24M -$90.3K -1,552 -2%
HFA
94
Hoover Financial Advisors
Pennsylvania
$5.17M -$376K -6,145 -7%
CA
95
Cetera Advisors
Colorado
$5.11M -$3.8M -65,287 -43%
SWP
96
Stratos Wealth Partners
Ohio
$5.1M -$2.52M -43,321 -33%
CRC
97
Curi RMB Capital
Illinois
$5.1M
MAP
98
Milestone Advisory Partners
North Carolina
$5.09M -$71.5K -1,229 -1%
OWM
99
Opes Wealth Management
California
$4.96M -$90.4K -1,555 -2%
SP
100
Symmetry Partners
Connecticut
$4.86M +$1.08M +18,546 +28%