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Invesco S&P 500 Low Volatility ETF

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$1.89M -$374K -5,444 -17%
DADC
202
D.A. Davidson & Co
Montana
$1.86M -$224K -3,263 -11%
CG
203
Corundum Group
Colorado
$1.85M +$185K +2,696 +11%
SPI
204
Santori & Peters Inc
Pennsylvania
$1.81M +$1.51K +22 +0.1%
GWSG
205
GPS Wealth Strategies Group
Colorado
$1.81M +$143K +2,080 +9%
AI
206
Aperture Investors
New York
$1.8M +$1.8M +26,190 New
MPW
207
Monterey Private Wealth
California
$1.79M +$137 +2 +0%
CAG
208
Crestwood Advisors Group
Massachusetts
$1.76M -$153K -2,226 -8%
US Bancorp
209
US Bancorp
Minnesota
$1.75M +$7.82K +114 +0.5%
ONST
210
Old North State Trust
North Carolina
$1.74M +$1.74M +25,317 New
WA
211
Wambolt & Associates
Colorado
$1.73M -$110K -1,606 -6%
TWP
212
Tempus Wealth Planning
California
$1.72M -$30.5K -444 -2%
BKA
213
Brick & Kyle Associates
Pennsylvania
$1.72M +$863K +12,583 +101%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M -$249K -3,623 -13%
TWM
215
Trinity Wealth Management
Pennsylvania
$1.7M -$25.7K -374 -1%
William Blair & Company
216
William Blair & Company
Illinois
$1.66M +$1.03K +15 +0.1%
LPT
217
Legacy Private Trust
Wisconsin
$1.65M +$140K +2,041 +9%
WFM
218
Wolff Financial Management
Michigan
$1.63M +$6.11K +89 +0.4%
TP
219
Tranquility Partners
Tennessee
$1.62M +$31.8K +463 +2%
PA
220
Parallel Advisors
California
$1.62M -$48.9K -713 -3%
ZIM
221
Zacks Investment Management
Illinois
$1.61M +$1.61M +23,509 New
RRA
222
Round Rock Advisors
Connecticut
$1.6M +$1.6M +23,260 New
WWM
223
WT Wealth Management
Arizona
$1.59M -$6M -87,499 -79%
AWS
224
AJ Wealth Strategies
New York
$1.56M
JFA
225
Johanson Financial Advisors
California
$1.53M -$824 -12 -0.1%