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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 %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$2.06M – – –
HI
177
Harbour Investments
Wisconsin
$2.04M -$99.8K -1,638 -5%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$2.03M -$1.77M -29,092 -47%
OC
179
Oppenheimer & Co
New York
$2.03M -$3.59K -59 -0.2%
HA
180
Harfst & Associates
Wyoming
$1.99M -$6.09K -100 -0.3%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M -$144K -2,368 -7%
SHA
182
Seneca House Advisors
Virginia
$1.95M -$1.12M -18,369 -36%
CAM
183
Cozad Asset Management
Illinois
$1.95M +$87.4K +1,435 +5%
MCM
184
Manchester Capital Management
Vermont
$1.95M -$305K -5,000 -14%
NF
185
Nikulski Financial
Iowa
$1.94M -$39.8K -639 -2%
WWM
186
Western Wealth Management
Colorado
$1.91M +$159K +2,619 +9%
DADC
187
D.A. Davidson & Co
Montana
$1.91M -$300K -4,926 -14%
SPIA
188
Steward Partners Investment Advisory
New York
$1.89M -$1.03M -16,919 -35%
PFT
189
Providence First Trust
Arizona
$1.88M – – –
CRI
190
Colonial River Investments
Virginia
$1.84M +$377K +6,189 +26%
NL
191
NEPC LLC
Massachusetts
$1.83M +$1.83M +30,000 New
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$1.8M +$771K +7,840 +75%
ASN
193
Advisory Services Network
Georgia
$1.8M +$322K +5,283 +22%
PA
194
Parallel Advisors
California
$1.76M -$413K -6,782 -19%
ACM
195
AlphaStar Capital Management
North Carolina
$1.73M -$9.01K -148 -0.5%
William Blair & Company
196
William Blair & Company
Illinois
$1.71M -$413K -6,774 -19%
CWA
197
Clearview Wealth Advisors
Oregon
$1.71M +$198K +3,254 +13%
SWM
198
SeaCrest Wealth Management
New York
$1.69M +$125K +2,049 +8%
MPW
199
Monterey Private Wealth
California
$1.68M -$135K -2,221 -7%
CAG
200
Crestwood Advisors Group
Massachusetts
$1.68M +$27K +443 +2%
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