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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$518M
2
Morgan Stanley
2
Morgan Stanley
New York
$648M
3
PI
3
PFS Investments
Georgia
$77.1M
4
FSA
4
Financial Services Advisory
Maryland
$12.1M
5
CS
5
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
Invesco
3
Invesco
Georgia
$621M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$61M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
126
Jaffetilchin Investment Partners
Florida
$3.36M +$1.35M +23,291 +67%
CI
127
CX Institutional
Indiana
$3.35M +$138K +2,261 +4%
Jane Street
128
Jane Street
New York
$3.35M +$2.69M +44,146 +408%
ST
129
Spinnaker Trust
Maine
$3.33M +$3.33M +54,729 New
FHC
130
First Horizon Corporation
Tennessee
$3.33M -$232K -3,815 -7%
PWM
131
Peterson Wealth Management
Nevada
$3.27M -$658K -10,801 -17%
SAS
132
Sanford Advisory Services
Michigan
$3.12M -$162K -2,660 -5%
RJT
133
Raymond James Trust
Florida
$3.08M +$749K +12,306 +32%
KL
134
KWMG LLC
Kansas
$2.97M -$105K -1,704 -3%
GWM
135
Geneos Wealth Management
Colorado
$2.91M -$3.65M -59,221 -56%
CIAS
136
Capital Investment Advisory Services
North Carolina
$2.91M -$153K -2,504 -5%
DWMG
137
DB Wealth Management Group
California
$2.9M -$125K -2,053 -4%
MI
138
Moneywise Inc
Virginia
$2.89M -$488K -8,015 -14%
OAM
139
Optimal Asset Management
California
$2.89M +$1.17M +19,130 +68%
IDA
140
Intelligence Driven Advisers
California
$2.86M -$176K -2,887 -6%
TWM
141
Tradition Wealth Management
Minnesota
$2.85M -$263K -4,310 -8%
PSUF
142
People's United Financial
Connecticut
$2.82M – – –
IWM
143
IHT Wealth Management
Illinois
$2.8M -$2.77M -45,472 -50%
PP
144
Paloma Partners
Connecticut
$2.75M +$2.75M +45,170 New
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$2.75M -$161K -2,647 -6%
FEM
146
Fulcrum Equity Management
Texas
$2.73M +$2.73M +44,828 New
JWBC
147
John W. Brooker & Co
California
$2.66M -$21.6K -354 -0.8%
LFAS
148
Level Four Advisory Services
Texas
$2.65M -$64.3K -1,055 -2%
AWA
149
Acorn Wealth Advisors
Michigan
$2.63M -$64.6K -1,061 -2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$2.63M +$811K +13,312 +45%
4 5
6
7 8