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Invesco S&P 500 Low Volatility ETF

582 hedge funds and large institutions have $4.22B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 239 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
Holders Change %
0%
% of All Funds
10.22%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.47%
New
52
Increased
154
Reduced
239
Closed
41
Calls
$2.54M
Puts
$3.42M
Net Calls
-$880K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
201
AJ Wealth Strategies
New York
$1.38M
LNC
202
Lincoln National Corp
Pennsylvania
$1.36M -$88.7K -1,458 -6%
JFA
203
Johanson Financial Advisors
California
$1.36M +$5.36K +88 +0.4%
LPT
204
Legacy Private Trust
Wisconsin
$1.34M -$154K -2,534 -10%
TA
205
TrueWealth Advisors
Alabama
$1.32M -$85.9K -1,412 -6%
GWM
206
Gray Wealth Management
Maine
$1.29M -$41.5K -682 -3%
TI
207
Trexquant Investment
Connecticut
$1.26M +$123K +2,026 +11%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$1.25M
JIP
209
Jaffetilchin Investment Partners
Florida
$1.21M -$2.33M -38,245 -66%
LC
210
Landaas & Company
Wisconsin
$1.21M +$912 +15 +0.1%
Daiwa Securities Group
211
Daiwa Securities Group
Japan
$1.21M +$30.4K +500 +3%
Citadel Advisors
212
Citadel Advisors
Florida
$1.2M -$2.32M -38,142 -66%
BCM
213
Beck Capital Management
Texas
$1.18M -$11.6K -190 -1%
KA
214
Kovack Advisors
Florida
$1.16M -$56.2K -924 -5%
PWP
215
Principle Wealth Partners
Connecticut
$1.14M +$103K +1,691 +10%
BFS
216
Bard Financial Services
Connecticut
$1.12M +$4.26K +70 +0.4%
DWM
217
Darwin Wealth Management
Florida
$1.12M -$17.6K -289 -2%
KCM
218
Kendall Capital Management
Maryland
$1.11M -$24.3K -400 -2%
HAS
219
HBW Advisory Services
California
$1.08M -$137K -2,252 -11%
PP
220
Patten & Patten
Tennessee
$1.03M -$71.1K -1,169 -6%
VWA
221
Visionary Wealth Advisors
Illinois
$1.02M +$22.1K +363 +2%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$1.02M +$207K +3,403 +25%
MIM
223
MTM Investment Management
South Carolina
$1.01M -$9.12K -150 -0.9%
SW
224
SteelPeak Wealth
California
$999K -$5.41K -89 -0.5%
Bank of New York Mellon
225
Bank of New York Mellon
New York
$994K -$96.5K -1,587 -9%