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Invesco S&P 500 Low Volatility ETF

633 hedge funds and large institutions have $6.04B invested in Invesco S&P 500 Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 234 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+93
Holders Change %
+17.22%
% of All Funds
12.5%
Holding in Top 10
85
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.87%
% of All Funds
1.68%
New
137
Increased
234
Reduced
150
Closed
35
Calls
$6.17M
Puts
$8.58M
Net Calls
-$2.4M
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
201
WealthBridge Capital Management
Ohio
$2.38M +$122K +2,092 +5%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$2.38M +$613K +10,500 +35%
Creative Planning
203
Creative Planning
Kansas
$2.38M +$36.4K +624 +2%
QWM
204
QP Wealth Management
New Jersey
$2.37M +$2.37M +39,141 New
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$2.37M +$248K +4,241 +12%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$2.34M +$175 +3 +0%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M +$2.27M +38,923 New
RJT
208
Raymond James Trust
Florida
$2.24M -$90.8K -1,557 -4%
PA
209
Parallel Advisors
California
$2.21M -$1.11M -18,960 -33%
IA
210
IFP Advisors
Florida
$2.18M -$451K -7,770 -17%
DADC
211
D.A. Davidson & Co
Montana
$2.14M +$71.5K +1,226 +3%
William Blair & Company
212
William Blair & Company
Illinois
$2.13M -$473K -8,115 -18%
PWG
213
Private Wealth Group
Florida
$2.09M -$15.2K -260 -0.7%
TFS
214
Thoroughbred Financial Services
Tennessee
$2.08M +$361K +6,195 +21%
PFT
215
Providence First Trust
Arizona
$2.07M
HA
216
Harfst & Associates
Wyoming
$2.07M -$34.8K -597 -2%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$2.06M
IWM
218
IHT Wealth Management
Illinois
$2.02M +$655K +11,234 +48%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$2.01M +$143K +2,459 +8%
BWL
220
Bogart Wealth LLC
Virginia
$1.98M -$8.3M -142,257 -81%
BFA
221
Beaumont Financial Advisors
Massachusetts
$1.98M -$421K -7,208 -18%
AIC
222
Ameritas Investment Company
Nebraska
$1.98M -$89K -1,525 -4%
BFPW
223
BOK Financial Private Wealth
Colorado
$1.98M -$24.4K -419 -1%
WA
224
Wambolt & Associates
Colorado
$1.97M +$37.8K +648 +2%
SPI
225
Santori & Peters Inc
Pennsylvania
$1.94M +$520K +8,922 +37%