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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

592 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+34
Holders Change %
+6.09%
% of All Funds
10.5%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.55%
New
93
Increased
119
Reduced
275
Closed
49
Calls
$22.2M
Puts
$7.44M
Net Calls
+$14.8M
Net Calls Change
-$3.35M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.5M
3
Morgan Stanley
Morgan Stanley
New York
$396M
4
FI
FormulaFolio Investments
Michigan
$41.9M
5
PFS
Prospera Financial Services
Texas
$31.5M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$57.4M
3
CC
Cassaday & Co
Virginia
$874K
4
Bank of America
Bank of America
North Carolina
$360M
5
TEE
Tibra Equities Europe
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
126
Moneywise Inc
Virginia
$3.32M -$2.41M -42,861 -42%
CIAS
127
Capital Investment Advisory Services
North Carolina
$3.3M +$104K +1,848 +3%
LWP
128
Laurel Wealth Planning
Minnesota
$3.3M +$3.3M +58,599 New
GWM
129
Geneos Wealth Management
Colorado
$3.28M +$1.47M +51,066 +81%
N
130
Natixis
France
$3.26M -$31.5K -560 -1%
AIC
131
Ameritas Investment Company
Nebraska
$3.19M -$255K -4,540 -7%
DBRC
132
D.B. Root & Company
Pennsylvania
$3.13M -$5.73M -102,005 -65%
SAS
133
Sanford Advisory Services
Michigan
$3.11M +$3.11M +55,274 New
PCFFS
134
Pacific Center for Financial Services
California
$3.07M -$143K -2,548 -4%
CFA
135
Carroll Financial Associates
North Carolina
$3.05M -$14.1K -251 -0.5%
MWM
136
MorganRosel Wealth Management
Colorado
$3.01M -$107K -1,908 -3%
AFP
137
Ausdal Financial Partners
Iowa
$2.99M -$1.31M -23,315 -31%
Citadel Advisors
138
Citadel Advisors
Florida
$2.97M -$8.07M -143,529 -73%
IDA
139
Intelligence Driven Advisers
California
$2.95M +$2.5M +44,379 +551%
KL
140
KWMG LLC
Kansas
$2.94M -$140K -2,497 -5%
Creative Planning
141
Creative Planning
Kansas
$2.87M -$362K -6,430 -11%
IWM
142
IHT Wealth Management
Illinois
$2.87M -$97.8K -1,740 -3%
AWM
143
AE Wealth Management
Kansas
$2.82M -$657K -11,684 -19%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$2.82M +$689K +12,255 +32%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$2.78M +$2.78M +49,429 New
LFAS
146
Level Four Advisory Services
Texas
$2.76M -$9.05K -161 -0.3%
FTUS
147
Flow Traders U.S.
New York
$2.73M +$1.2M +21,375 +79%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$2.72M +$56.9K +1,012 +2%
JAWM
149
J. Arnold Wealth Management
Ohio
$2.7M +$1.49M +26,425 +122%
BRWA
150
B. Riley Wealth Advisors
Florida
$2.69M -$800K -14,219 -23%
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