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Invesco S&P 500 Low Volatility ETF

558 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 277 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-8
Holders Change %
-1.41%
% of All Funds
11.29%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.83%
New
42
Increased
133
Reduced
277
Closed
45
Calls
$24.3M
Puts
$6.14M
Net Calls
+$18.1M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$3.32M -$676K -12,646 -17%
GWM
127
Geneos Wealth Management
Colorado
$3.31M -$44.7K -846 -1%
GSC
128
G&S Capital
Colorado
$3.23M +$1.54M +28,636 +91%
PWM
129
Peterson Wealth Management
Nevada
$3.19M -$429K -8,003 -12%
XF
130
XML Financial
Maryland
$3.16M +$224K +4,170 +8%
N
131
Natixis
France
$3.14M +$16.7K +311 +0.5%
LPT
132
Legacy Private Trust
Wisconsin
$3.09M -$3M -55,938 -49%
Creative Planning
133
Creative Planning
Kansas
$3.08M +$131K +2,440 +4%
SCM
134
Southport Capital Management
Tennessee
$3.06M -$128K -2,385 -4%
PCFFS
135
Pacific Center for Financial Services
California
$3.06M -$107K -2,003 -3%
CIAS
136
Capital Investment Advisory Services
North Carolina
$3.05M +$357K +6,664 +13%
AIC
137
Ameritas Investment Company
Nebraska
$3.05M
S
138
SignatureFD
Georgia
$3.03M -$111K -2,071 -4%
OPS
139
Orion Portfolio Solutions
Nebraska
$3.03M -$403K -7,508 -12%
MIAN
140
Mariner Independent Advisor Network
Kansas
$3.01M -$9.33K -174 -0.3%
MWM
141
MorganRosel Wealth Management
Colorado
$2.97M -$60.8K -1,133 -2%
KL
142
KWMG LLC
Kansas
$2.94M -$94.2K -1,757 -3%
CFA
143
Carroll Financial Associates
North Carolina
$2.93M +$7.3K +136 +0.3%
IWM
144
IHT Wealth Management
Illinois
$2.83M +$198K +3,691 +8%
UCFA
145
United Capital Financial Advisors
Texas
$2.69M -$563K -10,490 -17%
AWA
146
Acorn Wealth Advisors
Michigan
$2.69M +$1.88K +35 +0.1%
SS
147
Simplicity Solutions
Minnesota
$2.68M +$1.44M +26,763 +115%
LFAS
148
Level Four Advisory Services
Texas
$2.64M -$60.8K -1,133 -2%
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$2.59M -$50.7K -945 -2%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.54M +$1.34M +24,985 +111%