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Invesco S&P 500 Low Volatility ETF

282 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+8
Holders Change %
+2.92%
% of All Funds
7.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
54
Increased
65
Reduced
123
Closed
42
Calls
$2.04M
Puts
$2.44M
Net Calls
-$399K
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
176
Concert Wealth Management
California
$472K -$560K -13,489 -54%
US Bancorp
177
US Bancorp
Minnesota
$465K -$108K -2,592 -19%
FAT
178
First American Trust
California
$465K -$12.8K -308 -3%
GC
179
Gibson Capital
Pennsylvania
$456K
WFWM
180
Wechter Feldman Wealth Management
New Jersey
$432K +$432K +10,390 New
ACS
181
Archford Capital Strategies
Illinois
$428K -$2.62K -63 -0.6%
CG
182
Cutler Group
California
$413K +$413K +9,940 New
EAM
183
Evanson Asset Management
California
$412K +$412K +9,917 New
SSWM
184
Sheets Smith Wealth Management
North Carolina
$407K +$115K +2,778 +40%
CG
185
Corundum Group
Colorado
$400K -$2.2K -53 -0.5%
LNC
186
Lincoln National Corp
Pennsylvania
$398K -$11.3K -271 -3%
GT
187
Glenmede Trust
Pennsylvania
$396K
AAS
188
Annex Advisory Services
Wisconsin
$386K -$15.7K -379 -4%
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$374K +$224K +5,400 +150%
Charles Schwab
190
Charles Schwab
California
$373K +$373K +8,950 New
RG
191
Rathbones Group
United Kingdom
$371K
TCM
192
Tufton Capital Management
Maryland
$359K
V
193
Veritable
Delaware
$357K
VCM
194
Versant Capital Management
Arizona
$354K -$16.3K -391 -4%
GWM
195
Graybill Wealth Management
Illinois
$353K -$8.32K -200 -2%
MHS
196
M Holdings Securities
Oregon
$352K +$135K +3,247 +62%
CCM
197
Consolidated Capital Management
California
$347K +$347K +8,342 New
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$344K -$82.1K -1,975 -19%
ICOA
199
Investment Centers of America
North Dakota
$339K -$89K -2,142 -21%
IFS
200
Ifrah Financial Services
Arkansas
$338K -$19.8K -476 -6%