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Invesco S&P 500 Low Volatility ETF

282 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+8
Holders Change %
+2.92%
% of All Funds
7.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
54
Increased
65
Reduced
123
Closed
42
Calls
$2.04M
Puts
$2.44M
Net Calls
-$399K
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
126
LBMC Investment Advisors
Tennessee
$1.21M +$5.99K +144 +0.5%
AFP
127
Ausdal Financial Partners
Iowa
$1.2M -$43.9K -1,055 -4%
Comerica Bank
128
Comerica Bank
Texas
$1.2M -$177K -4,252 -13%
DWM
129
Darwin Wealth Management
Florida
$1.18M -$3.23M -77,665 -73%
Creative Planning
130
Creative Planning
Kansas
$1.14M +$54.9K +1,320 +5%
AWS
131
AJ Wealth Strategies
New York
$1.12M +$1.12M +26,878 New
GA
132
Geller Advisors
New York
$1.1M +$5.45K +131 +0.5%
MCM
133
Millie Capital Management
California
$1.07M -$132K -3,178 -11%
Calamos Advisors
134
Calamos Advisors
Illinois
$1.04M -$781K -18,802 -43%
Barclays
135
Barclays
United Kingdom
$1.03M +$264K +6,350 +34%
PWS
136
Paragon Wealth Strategies
Florida
$950K +$950K +22,855 New
WP
137
WealthSource Partners
California
$905K -$454K -10,924 -33%
CCA
138
Clearwater Capital Advisors
Illinois
$901K +$1.42K +34 +0.2%
AA
139
Ancora Advisors
Ohio
$881K +$35.4K +852 +4%
M&T Bank
140
M&T Bank
New York
$878K -$55K -1,324 -6%
EHPM
141
Emery Howard Portfolio Management
California
$872K
CCP
142
Corient Capital Partners
California
$838K
IP
143
Investment Partners
Ohio
$816K -$168K -4,049 -17%
RSA
144
Robertson Stephens Advisors
California
$814K +$814K +19,574 New
CWM
145
Cornerstone Wealth Management
Missouri
$805K +$169K +4,062 +27%
UCFA
146
United Capital Financial Advisors
Texas
$788K -$173K -4,158 -18%
ACP
147
Aveo Capital Partners
Colorado
$787K +$787K +18,930 New
FAM
148
Foothills Asset Management
Arizona
$745K -$1.5M -36,023 -67%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$745K
OC
150
Oppenheimer & Co
New York
$737K -$247K -5,946 -25%