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Invesco S&P 500 Low Volatility ETF

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Shares
Change %
N
151
Natixis
France
$713K +$713K +16,394 New
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$710K +$14.4K +332 +2%
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$700K -$2.55M -58,555 -78%
IWM
154
IHT Wealth Management
Illinois
$688K +$23.5K +541 +4%
FAT
155
First American Trust
California
$685K +$199K +4,565 +41%
IH
156
IFC Holdings
Florida
$664K -$9.48K -218 -1%
NA
157
NewEdge Advisors
Louisiana
$645K -$88.2K -2,026 -12%
NFG
158
Next Financial Group
Texas
$635K -$1.2M -27,324 -65%
Calamos Advisors
159
Calamos Advisors
Illinois
$624K -$461K -10,600 -42%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$624K +$97.6K +2,245 +19%
MIAN
161
Mariner Independent Advisor Network
Kansas
$622K -$759K -17,477 -55%
AEPG
162
American Economic Planning Group
New Jersey
$621K
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$612K +$48.1K +1,105 +9%
BAS
164
Brown Advisory Securities
Maryland
$603K +$34.5K +793 +6%
RWM
165
RKL Wealth Management
Pennsylvania
$595K +$595K +13,705 New
WA
166
WealthTrust-Arizona
Arizona
$585K +$51.5K +1,185 +10%
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$578K +$187K +4,300 +48%
RSA
168
Robertson Stephens Advisors
California
$576K -$275K -6,329 -32%
EAM
169
Evanson Asset Management
California
$576K +$145K +3,345 +34%
SC
170
SouthState Corp
Florida
$574K -$65K -1,494 -10%
PP
171
PagnatoKarp Partners
Virginia
$574K +$2.69K +62 +0.5%
BUB
172
BBVA USA Bancshares
Texas
$573K +$13K +298 +2%
IFS
173
Ifrah Financial Services
Arkansas
$571K +$218K +5,008 +62%
CCM
174
Catawba Capital Management
Virginia
$568K -$30.2K -695 -5%
CWM
175
Calamos Wealth Management
Illinois
$567K -$726K -16,702 -56%