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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 %
William Blair & Company
151
William Blair & Company
Illinois
$2.69M +$195K +3,475 +8%
PSUF
152
People's United Financial
Connecticut
$2.61M – – –
SCM
153
Southport Capital Management
Tennessee
$2.58M -$628K -11,166 -20%
IA
154
Insight Advisors
Pennsylvania
$2.57M +$2.57M +45,743 New
LPT
155
Legacy Private Trust
Wisconsin
$2.56M -$678K -12,052 -21%
WWM
156
WT Wealth Management
Arizona
$2.56M -$3.28M -58,281 -56%
AWA
157
Acorn Wealth Advisors
Michigan
$2.55M -$273K -4,856 -10%
JWBC
158
John W. Brooker & Co
California
$2.54M -$2.02M -35,967 -44%
JIC
159
Johnson Investment Counsel
Ohio
$2.52M +$4.22K +75 +0.2%
UCFA
160
United Capital Financial Advisors
Texas
$2.48M -$338K -6,012 -12%
S
161
SignatureFD
Georgia
$2.46M -$719K -12,783 -23%
WCM
162
WealthBridge Capital Management
Ohio
$2.33M -$10.1K -179 -0.4%
LOIM
163
Liberty One Investment Management
Illinois
$2.29M -$109K -1,940 -5%
MPW
164
Monterey Private Wealth
California
$2.29M -$19.1K -340 -0.8%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$2.22M -$3.85M -68,462 -63%
DADC
166
D.A. Davidson & Co
Montana
$2.22M -$8.77K -156 -0.4%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$2.2M +$265K +4,722 +14%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$2.18M -$11.4K -202 -0.5%
WIC
169
Woodmont Investment Counsel
Tennessee
$2.17M -$176K -3,129 -7%
JIP
170
Jaffetilchin Investment Partners
Florida
$2.16M -$62.7K -1,115 -3%
WCG
171
Weaver Consulting Group
California
$2.12M -$385K -6,853 -15%
NF
172
Nikulski Financial
Iowa
$2.12M -$181K -3,222 -8%
EWA
173
EP Wealth Advisors
California
$2.11M -$63.1K -1,122 -3%
HIS
174
Harvest Investment Services
Illinois
$2.07M -$396K -7,043 -16%
PA
175
Parallel Advisors
California
$2.07M -$39.3K -699 -2%
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