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Invesco S&P 500 Low Volatility ETF

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$3.13M -$25.5K -371 -0.8%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$3.06M -$76.3K -1,112 -2%
SC
153
Scotia Capital
Ontario, Canada
$3.04M -$6.07M -88,439 -67%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$3.03M +$3.03M +44,213 New
AWA
155
Acorn Wealth Advisors
Michigan
$3.01M +$42.1K +614 +1%
LWP
156
Laurel Wealth Planning
Minnesota
$3.01M -$648K -9,448 -18%
AC
157
Avant Capital
Louisiana
$3M +$3M +43,663 New
KL
158
KWMG LLC
Kansas
$2.97M -$258K -3,753 -8%
JWBC
159
John W. Brooker & Co
California
$2.94M -$29.6K -432 -1%
BRWA
160
B. Riley Wealth Advisors
Florida
$2.91M -$61.6K -897 -2%
IWM
161
IHT Wealth Management
Illinois
$2.87M -$20.1K -293 -0.7%
CF
162
Centaurus Financial
California
$2.8M +$2.64M +38,418 +1,608%
IA
163
IFG Advisory
Georgia
$2.75M +$50.3K +733 +2%
DWMG
164
DB Wealth Management Group
California
$2.73M -$483K -7,035 -15%
LOIM
165
Liberty One Investment Management
Illinois
$2.7M -$2.13K -31 -0.1%
N
166
Natixis
France
$2.7M -$12.6K -184 -0.5%
IDA
167
Intelligence Driven Advisers
California
$2.68M -$415K -6,446 -13%
JIC
168
Johnson Investment Counsel
Ohio
$2.68M -$24.6K -359 -0.9%
WCM
169
WealthBridge Capital Management
Ohio
$2.68M -$15.6K -228 -0.6%
HIS
170
Harvest Investment Services
Illinois
$2.61M +$62.1K +905 +2%
CFA
171
Carroll Financial Associates
North Carolina
$2.58M -$1.14M -16,786 -31%
RJT
172
Raymond James Trust
Florida
$2.56M -$5.15K -75 -0.2%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$2.55M +$153K +2,235 +6%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$2.53M +$206 +3 +0%
SWM
175
Spire Wealth Management
Virginia
$2.53M +$123K +1,791 +5%