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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
1
Morgan Stanley
New York
$528M
2
AWM
2
AE Wealth Management
Kansas
$55.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$98.2M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$32.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
PI
2
PFS Investments
Georgia
$0
3
Bank of America
3
Bank of America
North Carolina
$314M
4
Ameriprise
4
Ameriprise
Minnesota
$94.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
MinichMacGregor Wealth Management
New York
$4.85M +$347K +5,962 +8%
FHA
102
Flagship Harbor Advisors
Massachusetts
$4.69M -$63K -1,083 -1%
SC
103
Scotia Capital
Ontario, Canada
$4.69M -$4.81M -82,773 -51%
CAN
104
Cetera Advisor Networks
California
$4.65M +$85.7K +1,474 +2%
AP
105
Adero Partners
California
$4.56M -$211K -3,633 -4%
AIP
106
Ahrens Investment Partners
Louisiana
$4.49M -$292K -5,022 -6%
AAS
107
Avantax Advisory Services
Texas
$4.46M -$331K -5,693 -7%
KA
108
Klingman & Associates
New York
$4.43M -$184K -3,165 -4%
BAM
109
Belpointe Asset Management
Nevada
$4.43M -$792K -13,622 -15%
COF
110
Capital One Financial
Virginia
$4.4M +$270K +4,637 +7%
SIA
111
Sovereign Investment Advisors
Arizona
$4.35M -$950K -16,343 -18%
EFS
112
Essex Financial Services
Connecticut
$4.14M +$494K +8,494 +14%
ACM
113
Ashford Capital Management
Delaware
$3.92M -$3.2M -55,101 -45%
FAG
114
Financial Advisory Group
Texas
$3.87M -$390K -6,705 -9%
Mariner
115
Mariner
Kansas
$3.83M +$172K +2,953 +5%
TA
116
TruWealth Advisors
Louisiana
$3.8M -$60.4K -1,038 -2%
XF
117
XML Financial
Maryland
$3.79M +$237K +4,080 +7%
VAS
118
Valicenti Advisory Services
New York
$3.78M +$3.78M +64,914 New
PWM
119
Peterson Wealth Management
Nevada
$3.75M +$169K +2,904 +5%
Creative Planning
120
Creative Planning
Kansas
$3.7M +$733K +12,596 +25%
GSC
121
G&S Capital
Colorado
$3.68M +$71.1K +1,222 +2%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$3.63M -$2.84M -48,873 -44%
FHC
123
First Horizon Corporation
Tennessee
$3.4M -$71.5K -1,230 -2%
HF
124
HRT Financial
New York
$3.39M +$3.39M +58,353 New
JWCA
125
J.W. Cole Advisors
Florida
$3.38M -$364K -6,263 -10%
3 4
5
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