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Invesco S&P 500 Low Volatility ETF

388 hedge funds and large institutions have $4.08B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.76%
New
51
Increased
127
Reduced
122
Closed
22
Calls
Puts
$2.45M
Net Calls
-$2.45M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$1.38M +$123K +2,483 +10%
BAM
152
Belpointe Asset Management
Nevada
$1.31M +$1.31M +26,367 New
BCM
153
Beck Capital Management
Texas
$1.31M -$27.2K -550 -2%
RG
154
Rikoon Group
New Mexico
$1.27M +$318K +6,427 +33%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$15.7K -318 -1%
HIIFS
156
Harel Insurance Investments & Financial Services
Israel
$1.25M +$220K +4,451 +21%
AW
157
ACG Wealth
Georgia
$1.23M +$2.82K +57 +0.2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$1.16M +$50.1K +1,011 +5%
HH
159
Hilltop Holdings
Texas
$1.16M +$1.16M +23,338 New
KFA
160
Kays Financial Advisory
Georgia
$1.13M -$4.75K -96 -0.4%
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$1.12M -$44.6K -900 -4%
KCM
162
Kendall Capital Management
Maryland
$1.11M -$49.5K -1,000 -4%
LC
163
Landaas & Company
Wisconsin
$1.1M +$892 +18 +0.1%
BFO
164
Biltmore Family Office
North Carolina
$1.07M -$542K -10,935 -34%
William Blair & Company
165
William Blair & Company
Illinois
$1.07M -$78.5K -1,586 -7%
MIH
166
Meitav Investment House
Israel
$1.06M
PP
167
Patten & Patten
Tennessee
$1.04M -$39.6K -800 -4%
SWM
168
SeaCrest Wealth Management
New York
$1.03M +$88.6K +1,790 +9%
CCP
169
Corient Capital Partners
California
$998K
JFA
170
Johanson Financial Advisors
California
$995K +$4.66K +94 +0.5%
WP
171
WealthSource Partners
California
$962K -$206K -4,155 -18%
PWS
172
Paragon Wealth Strategies
Florida
$945K +$842 +17 +0.1%
MOS
173
MGO One Seven
Ohio
$939K +$939K +18,978 New
AA
174
Ancora Advisors
Ohio
$938K -$74.8K -1,510 -7%
CCA
175
Clearwater Capital Advisors
Illinois
$937K