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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

568 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-24
Holders Change %
-4.05%
% of All Funds
10%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.46%
New
42
Increased
133
Reduced
280
Closed
59
Calls
$3.24M
Puts
$2.67M
Net Calls
+$565K
Net Calls Change
-$14.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$528M
2
AWM
2
AE Wealth Management
Kansas
$55.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$98.2M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$32.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.1M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
PI
2
PFS Investments
Georgia
$0
3
Bank of America
3
Bank of America
North Carolina
$314M
4
Ameriprise
4
Ameriprise
Minnesota
$94.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
151
John W. Brooker & Co
California
$2.56M -$66.4K -1,142 -3%
Millennium Management
152
Millennium Management
New York
$2.56M +$2.56M +43,934 New
JIC
153
Johnson Investment Counsel
Ohio
$2.46M -$151K -2,595 -6%
N
154
Natixis
France
$2.43M -$933K -16,055 -28%
WCM
155
WealthBridge Capital Management
Ohio
$2.43M +$25.4K +437 +1%
BRWA
156
B. Riley Wealth Advisors
Florida
$2.43M -$352K -6,064 -13%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$2.38M -$434K -7,472 -15%
WWM
158
WT Wealth Management
Arizona
$2.34M -$308K -5,293 -12%
LOIM
159
Liberty One Investment Management
Illinois
$2.32M -$52.1K -896 -2%
UCFA
160
United Capital Financial Advisors
Texas
$2.3M -$263K -4,528 -10%
RJT
161
Raymond James Trust
Florida
$2.23M +$165K +2,844 +8%
FAIM
162
Financial Advocates Investment Management
Washington
$2.2M +$106K +1,833 +5%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$2.2M -$55K -946 -2%
EWA
164
EP Wealth Advisors
California
$2.2M +$18.4K +316 +0.8%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$2.19M -$81.2K -1,396 -4%
WIC
166
Woodmont Investment Counsel
Tennessee
$2.18M -$63.6K -1,093 -3%
HIS
167
Harvest Investment Services
Illinois
$2.16M +$12.1K +208 +0.6%
MCM
168
Manchester Capital Management
Vermont
$2.15M +$2.15M +37,000 New
DADC
169
D.A. Davidson & Co
Montana
$2.11M -$187K -3,216 -8%
MWM
170
MorganRosel Wealth Management
Colorado
$2.1M -$1.01M -17,401 -33%
RW
171
Rede Wealth
Virginia
$2.1M -$16.5K -283 -0.8%
IRC
172
Investors Research Corp
Georgia
$2.08M -$31.8K -546 -2%
SWM
173
Spire Wealth Management
Virginia
$2.08M +$2.08M +35,766 New
PA
174
Parallel Advisors
California
$2.08M -$64.8K -1,115 -3%
CT
175
Cambridge Trust
Massachusetts
$2.07M +$1.84M +31,610 +782%
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