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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
226
Woodmont Investment Counsel
Tennessee
$1.95M -$178K -2,847 -8%
SWA
227
Stratos Wealth Advisors
Ohio
$1.91M +$1.91M +30,554 New
LHWM
228
Lake Hills Wealth Management
Texas
$1.9M +$673K +10,782 +55%
SPC
229
Sigma Planning Corp
Michigan
$1.89M -$1.73M -27,654 -48%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.88M +$1.32M +21,080 +235%
AP
231
Advisors Preferred
Maryland
$1.85M -$2.88M -45,975 -61%
TP
232
Tranquility Partners
Tennessee
$1.79M -$27.4K -439 -2%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$1.78M +$1.72M +27,563 +2,681%
PP
234
Paloma Partners
Connecticut
$1.78M +$1.78M +28,446 New
Prudential Financial
235
Prudential Financial
New Jersey
$1.76M +$317K +5,082 +22%
MI
236
Moneywise Inc
Virginia
$1.75M +$36.1K +579 +2%
NWM
237
Northcape Wealth Management
New York
$1.75M +$235K +3,760 +15%
CL
238
Choreo LLC
Illinois
$1.75M +$1.75M +28,011 New
AA
239
Advisory Alpha
Michigan
$1.72M +$86.9K +1,393 +5%
MWM
240
MorganRosel Wealth Management
Colorado
$1.7M -$3.43K -55 -0.2%
AF
241
Allworth Financial
California
$1.7M -$214K -3,435 -11%
IA
242
IFP Advisors
Florida
$1.69M -$1.34M -28,452 -44%
SF
243
Synovus Financial
Georgia
$1.68M +$432K +6,919 +35%
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$1.68M -$3.31K -53 -0.2%
CPFP
245
Clear Perspectives Financial Planning
Ohio
$1.66M -$127K -2,031 -7%
HA
246
Harfst & Associates
Wyoming
$1.62M -$9.05K -145 -0.6%
QIM
247
Quantitative Investment Management
Virginia
$1.6M +$1.6M +25,703 New
SPI
248
Santori & Peters Inc
Pennsylvania
$1.6M -$26.3K -421 -2%
SWM
249
SeaCrest Wealth Management
New York
$1.56M +$39.1K +627 +3%
William Blair & Company
250
William Blair & Company
Illinois
$1.53M -$74.8K -1,198 -5%