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Invesco S&P 500 Low Volatility ETF

459 hedge funds and large institutions have $3.87B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+71
Holders Change %
+18.3%
% of All Funds
10.24%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
1.09%
New
105
Increased
149
Reduced
117
Closed
30
Calls
$1.42M
Puts
$350K
Net Calls
+$1.07M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
201
IMA Advisory Services
Colorado
$971K -$346K -7,412 -26%
BFO
202
Biltmore Family Office
North Carolina
$961K -$46.4K -995 -5%
KFA
203
Kays Financial Advisory
Georgia
$960K -$103K -2,198 -10%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$959K +$133K +2,847 +16%
US Bancorp
205
US Bancorp
Minnesota
$957K +$603K +12,931 +170%
CCP
206
Corient Capital Partners
California
$940K
MOS
207
MGO One Seven
Ohio
$933K +$48.3K +1,035 +5%
NWS
208
Newport Wealth Strategies
California
$931K +$419K +8,920 +82%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$922K +$922K +19,767 New
IRC
210
Investors Research Corp
Georgia
$911K +$126K +2,707 +16%
PP
211
Patten & Patten
Tennessee
$902K -$79.6K -1,706 -8%
CWM
212
Cabot Wealth Management
Massachusetts
$902K +$902K +19,335 New
PP
213
Professional Planning
California
$898K +$249K +6,088 +38%
RWMH
214
Riverpoint Wealth Management Holdings
Illinois
$888K +$888K +19,022 New
CCA
215
Clearwater Capital Advisors
Illinois
$882K
CAG
216
Crestwood Advisors Group
Massachusetts
$870K +$600K +12,867 +223%
SFS
217
Sowell Financial Services
Arkansas
$852K +$852K +18,262 New
SPI
218
Santori & Peters Inc
Pennsylvania
$846K -$13.1K -281 -2%
PA
219
Pinnacle Associates
New York
$845K
N
220
Natixis
France
$825K -$12.9K -277 -2%
NWP
221
Northstar Wealth Partners
Connecticut
$786K
SBSB
222
Sullivan, Bruyette, Speros & Blaney
Virginia
$785K +$9.89K +212 +1%
PAM
223
Private Asset Management
California
$774K -$3.62M -77,605 -82%
PWS
224
Paragon Wealth Strategies
Florida
$761K -$121K -2,620 -14%
OIA
225
OneDigital Investment Advisors
Kansas
$751K +$705K +15,115 +1,538%