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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WA
201
Wambolt & Associates
Colorado
$1.65M -$14.9K -243 -0.9%
SPI
202
Santori & Peters Inc
Pennsylvania
$1.58M -$15.3K -251 -1%
ONST
203
Old North State Trust
North Carolina
$1.57M -$4.69K -77 -0.3%
GWSG
204
GPS Wealth Strategies Group
Colorado
$1.51M +$47.9K +786 +3%
TWP
205
Tempus Wealth Planning
California
$1.51M +$1.51M +24,738 New
LPT
206
Legacy Private Trust
Wisconsin
$1.5M -$266K -4,374 -15%
TWM
207
Trinity Wealth Management
Pennsylvania
$1.49M -$53.1K -872 -3%
LNC
208
Lincoln National Corp
Pennsylvania
$1.45M -$366K -6,010 -20%
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$1.41M -$21.8M -357,688 -94%
TA
210
TrueWealth Advisors
Alabama
$1.41M -$170K -2,797 -11%
TSS
211
Two Sigma Securities
New York
$1.4M -$113K -1,862 -7%
TFA
212
Teamwork Financial Advisors
Texas
$1.4M +$73K +1,198 +5%
US Bancorp
213
US Bancorp
Minnesota
$1.4M +$418K +6,869 +43%
TP
214
Tranquility Partners
Tennessee
$1.39M +$26.7K +438 +2%
JFA
215
Johanson Financial Advisors
California
$1.39M +$112K +1,785 +9%
AWS
216
AJ Wealth Strategies
New York
$1.39M
GWM
217
Gray Wealth Management
Maine
$1.33M -$2.68K -44 -0.2%
CG
218
Corundum Group
Colorado
$1.33M +$63.8K +1,048 +5%
HF
219
HRT Financial
New York
$1.26M -$2.3M -37,717 -65%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$1.25M -$72K -1,182 -5%
HAS
221
HBW Advisory Services
California
$1.22M -$187K -3,075 -13%
KA
222
Kovack Advisors
Florida
$1.22M +$169K +2,779 +16%
Goldman Sachs
223
Goldman Sachs
New York
$1.21M -$1.68M -27,588 -58%
LC
224
Landaas & Company
Wisconsin
$1.21M +$914 +15 +0.1%
BCM
225
Beck Capital Management
Texas
$1.19M -$34.5K -566 -3%