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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.42B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 134 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+14
Holders Change %
+2.46%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.4%
New
62
Increased
134
Reduced
257
Closed
40
Calls
$3.27M
Puts
$2.52M
Net Calls
+$745K
Net Calls Change
+$180K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$518M
2
Morgan Stanley
2
Morgan Stanley
New York
$648M
3
PI
3
PFS Investments
Georgia
$77.1M
4
FSA
4
Financial Services Advisory
Maryland
$12.1M
5
CS
5
Credit Suisse
Switzerland
$50.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AWM
2
AE Wealth Management
Kansas
$4.66M
3
Invesco
3
Invesco
Georgia
$621M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$61M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
Insight Advisors
Pennsylvania
$2.6M -$181K -2,860 -6%
IA
152
IFG Advisory
Georgia
$2.58M -$3.77M -61,948 -59%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$2.58M +$81.3K +1,335 +3%
WCM
154
WealthBridge Capital Management
Ohio
$2.54M -$13.9K -228 -0.5%
BRWA
155
B. Riley Wealth Advisors
Florida
$2.52M -$21.4K -352 -0.8%
N
156
Natixis
France
$2.51M -$37.7K -619 -1%
JIC
157
Johnson Investment Counsel
Ohio
$2.45M -$122K -2,006 -5%
LOIM
158
Liberty One Investment Management
Illinois
$2.44M +$7.43K +122 +0.3%
FAIM
159
Financial Advocates Investment Management
Washington
$2.41M +$88.7K +1,456 +4%
EWA
160
EP Wealth Advisors
California
$2.28M -$22.2K -364 -1%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$2.27M -$36.4K -598 -2%
WIC
162
Woodmont Investment Counsel
Tennessee
$2.26M -$21.9K -360 -1%
HIS
163
Harvest Investment Services
Illinois
$2.24M -$21K -345 -0.9%
Man Group
164
Man Group
United Kingdom
$2.24M +$588K +9,655 +36%
WWM
165
WT Wealth Management
Arizona
$2.22M -$234K -3,847 -10%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$2.2M -$99.7K -1,636 -4%
CT
167
Cambridge Trust
Massachusetts
$2.2M +$23.6K +388 +1%
IRC
168
Investors Research Corp
Georgia
$2.18M -$3.96K -65 -0.2%
EC
169
Estate Counselors
Wisconsin
$2.15M -$10.4M -173,050 -83%
MWM
170
MorganRosel Wealth Management
Colorado
$2.15M -$47.6K -781 -2%
RW
171
Rede Wealth
Virginia
$2.14M -$56.9K -935 -3%
TLFA
172
True Link Financial Advisors
California
$2.12M – – –
UCFA
173
United Capital Financial Advisors
Texas
$2.11M -$302K -4,958 -13%
RI
174
Ridgewood Investments
New Jersey
$2.11M -$1.43M -23,436 -40%
SWM
175
Spire Wealth Management
Virginia
$2.09M -$90.2K -1,481 -4%
5 6
7
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