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Invesco S&P 500 Low Volatility ETF

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
151
WealthSource Partners
California
$806K -$21.7K -486 -3%
TRCT
152
Tower Research Capital (TRC)
New York
$777K +$777K +17,377 New
HFA
153
High Falls Advisors
New York
$770K -$12.5K -279 -2%
SBSB
154
Sullivan, Bruyette, Speros & Blaney
Virginia
$770K +$3.8K +85 +0.5%
IP
155
Investment Partners
Ohio
$767K +$224 +5 +0%
FAT
156
First American Trust
California
$747K +$42.4K +948 +6%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$738K
N
158
Natixis
France
$737K +$3.76K +84 +0.5%
MRC
159
Millburn Ridgefield Corp
New York
$720K -$94.2K -2,106 -12%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$718K +$76.1K +1,702 +12%
US Bancorp
161
US Bancorp
Minnesota
$705K +$287K +6,418 +69%
Northern Trust
162
Northern Trust
Illinois
$702K -$96.8K -2,165 -12%
NA
163
NewEdge Advisors
Louisiana
$693K +$31.6K +709 +5%
PAS
164
Partnervest Advisory Services
California
$690K -$64.6K -1,445 -9%
BAS
165
Brown Advisory Securities
Maryland
$662K +$42.3K +947 +7%
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$658K +$62.7K +1,400 +11%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$648K +$21.2K +476 +3%
Calamos Advisors
168
Calamos Advisors
Illinois
$642K
AEPG
169
American Economic Planning Group
New Jersey
$639K
RWM
170
RKL Wealth Management
Pennsylvania
$616K +$1.57K +35 +0.3%
CWM
171
Calamos Wealth Management
Illinois
$607K +$23.8K +532 +4%
AGU
172
Alpine Group USVI
U.S. Virgin Islands
$605K +$605K +13,527 New
AGM
173
Alpine Global Management
New York
$605K +$605K +13,527 New
WA
174
WealthTrust-Arizona
Arizona
$601K -$984 -22 -0.2%
IH
175
IFC Holdings
Florida
$598K -$85.1K -1,902 -12%