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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
226
Kovack Advisors
Florida
$1.71M +$416K +6,204 +32%
TWM
227
Trinity Wealth Management
Pennsylvania
$1.66M -$5.1K -76 -0.3%
LNC
228
Lincoln National Corp
Pennsylvania
$1.66M +$177K +2,639 +12%
JIP
229
Jaffetilchin Investment Partners
Florida
$1.65M +$298K +4,661 +22%
CAG
230
Crestwood Advisors Group
Massachusetts
$1.64M -$81.4K -1,213 -5%
AWM
231
Axxcess Wealth Management
California
$1.6M +$410K +6,105 +35%
WFM
232
Wolff Financial Management
Michigan
$1.59M -$3.76K -56 -0.2%
TP
233
Tranquility Partners
Tennessee
$1.58M – – –
WA
234
Wambolt & Associates
Colorado
$1.56M -$145K -2,140 -9%
CWM
235
Centric Wealth Management
Illinois
$1.56M +$1.56M +23,245 New
TWP
236
Tempus Wealth Planning
California
$1.54M -$145K -2,155 -9%
AWS
237
AJ Wealth Strategies
New York
$1.53M – – –
SF
238
Symphony Financial
Texas
$1.52M +$261K +3,802 +21%
CI
239
CX Institutional
Indiana
$1.49M +$289K +4,307 +24%
AFWM
240
AMJ Financial Wealth Management
Virginia
$1.49M +$1.49M +22,198 New
William Blair & Company
241
William Blair & Company
Illinois
$1.48M -$145K -2,159 -9%
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47M -$201K -2,995 -12%
RRA
243
Round Rock Advisors
Connecticut
$1.47M -$93.7K -1,397 -6%
OCM
244
One Capital Management
California
$1.47M +$1.1M +16,419 +301%
GWM
245
Gray Wealth Management
Maine
$1.41M +$4.3K +64 +0.3%
LPT
246
Legacy Private Trust
Wisconsin
$1.41M -$207K -3,092 -13%
MPW
247
Monterey Private Wealth
California
$1.4M -$355K -5,267 -20%
WWM
248
WT Wealth Management
Arizona
$1.4M -$153K -2,274 -10%
SWM
249
SeaCrest Wealth Management
New York
$1.4M -$42.2K -629 -3%
WWM
250
Wagner Wealth Management
South Carolina
$1.38M +$483K +7,199 +54%
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