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Invesco S&P 500 Low Volatility ETF

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
201
Choate Investment Advisors
Massachusetts
$225K +$225K +5,936 New
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$223K +$223K +5,780 New
CC
203
Courier Capital
New York
$219K
DWA
204
Dorsey Wright & Associates
California
$204K -$68.2K -1,767 -25%
JIC
205
Johnson Investment Counsel
Ohio
$203K +$203K +5,284 New
BA
206
Birinyi Associates
Connecticut
$202K -$135K -3,500 -40%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$161K +$6.66K +173 +4%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$160K -$809 -21 -0.5%
CCS
209
Crosspoint Capital Strategies
California
$124K +$124K +3,255 New
BBHC
210
Brown Brothers Harriman & Co
New York
$110K
EWM
211
Edge Wealth Management
New York
$97K -$34.9K -900 -26%
EWM
212
Evercore Wealth Management
New York
$95K
ADL
213
Asset Dedication LLC
California
$84K +$84K +2,188 New
WEC
214
Winslow Evans & Crocker
Massachusetts
$83.7K
LNB
215
Ledyard National Bank
$76K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$62K +$62K +1,619 New
TDC
217
Thompson Davis & Co
Virginia
$57K -$5.82K -150 -9%
RBC
218
Roble Belko & Company
Pennsylvania
$55K
Bessemer Group
219
Bessemer Group
New Jersey
$52K +$52K +1,346 New
NFG
220
Next Financial Group
Texas
$51K -$46.1K -1,200 -47%
TCOV
221
Trust Company of Vermont
Vermont
$48K
S
222
SignatureFD
Georgia
$46K
CG
223
Colony Group
Massachusetts
$42K
ASN
224
Advisory Services Network
Georgia
$41K +$7.68K +199 +23%
LIA
225
LS Investment Advisors
Michigan
$39K