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Invesco S&P 500 Low Volatility ETF

212 hedge funds and large institutions have $1.87B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
18
Increased
66
Reduced
96
Closed
19
Calls
Puts
$3.91M
Net Calls
-$3.91M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
176
Next Financial Group
Texas
$136K -$48.6K -1,332 -26%
EWM
177
Edge Wealth Management
New York
$125K +$58.8K +1,600 +89%
TDC
178
Thompson Davis & Co
Virginia
$108K +$48.5K +1,320 +81%
BBHC
179
Brown Brothers Harriman & Co
New York
$105K -$19.6K -533 -16%
FNBT
180
FineMark National Bank & Trust
Florida
$103K -$55.2K -1,500 -35%
EWM
181
Evercore Wealth Management
New York
$90K
AssetMark Inc
182
AssetMark Inc
California
$84K +$84K +2,306 New
WEC
183
Winslow Evans & Crocker
Massachusetts
$79.5K
LNB
184
Ledyard National Bank
$72K
BRWM
185
B. Riley Wealth Management
Tennessee
$71K -$6.64K -183 -9%
RBC
186
Roble Belko & Company
Pennsylvania
$52K
WCM
187
Wealthcare Capital Management
Virginia
$49K -$354K -9,609 -88%
US Bancorp
188
US Bancorp
Minnesota
$45K -$190K -5,130 -81%
IF
189
Ironwood Financial
Arizona
$45K -$2.73K -75 -6%
TCOV
190
Trust Company of Vermont
Vermont
$45K
S
191
SignatureFD
Georgia
$44K -$121K -3,300 -73%
GWM
192
Gupta Wealth Management
California
$42K
CG
193
Colony Group
Massachusetts
$40K -$29.4K -794 -42%
LIA
194
LS Investment Advisors
Michigan
$37K
PO
195
Private Ocean
California
$31K +$185 +5 +0.6%
NYLIM
196
New York Life Investment Management
New York
$30K -$15.6K -426 -34%
FMP
197
Financial Management Professionals
Texas
$23K
DPI
198
Diversified Portfolios Inc
Michigan
$23K +$23K +590 New
HCP
199
Holt Capital Partners
Texas
$22K
ASN
200
Advisory Services Network
Georgia
$22K +$4.01K +108 +22%