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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.5M
4
GCM
Ghisallo Capital Management
Massachusetts
+$15M
5
NC
NewSquare Capital
Pennsylvania
+$13.7M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$101M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$75.4M
3
Bank of America
Bank of America
North Carolina
-$69.2M
4
LPL Financial
LPL Financial
California
-$67.6M
5
Ameriprise
Ameriprise
Minnesota
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
DFPG Investments
Utah
$1.78M -$988K -15,703 -36%
AF
227
Allworth Financial
California
$1.78M +$72.7K +1,157 +4%
ASN
228
Advisory Services Network
Georgia
$1.76M -$405K -6,443 -19%
LCM
229
Lunt Capital Management
Utah
$1.75M +$1.75M +27,802 New
BWM
230
Brown Wealth Management
Illinois
$1.74M +$1.74M +27,747 New
MWPCG
231
Measured Wealth Private Client Group
New Hampshire
$1.72M -$280K -4,463 -14%
AA
232
Advisory Alpha
Michigan
$1.7M -$29.6K -472 -2%
NWM
233
Northcape Wealth Management
New York
$1.68M -$81.3K -1,294 -5%
MWM
234
MorganRosel Wealth Management
Colorado
$1.67M -$41.5K -660 -2%
SAMT
235
Select Asset Management & Trust
Pennsylvania
$1.67M +$1.67M +26,555 New
PWM
236
Prosperity Wealth Management
California
$1.66M -$2.72M -43,295 -62%
Cerity Partners
237
Cerity Partners
New York
$1.65M +$1.2M +19,171 +268%
CF
238
Centaurus Financial
California
$1.63M +$169K +2,687 +12%
HA
239
Harfst & Associates
Wyoming
$1.62M -$12.6K -200 -0.8%
TWM
240
Trinity Wealth Management
Pennsylvania
$1.62M +$210K +3,351 +15%
FTUS
241
Flow Traders U.S.
New York
$1.57M +$1.57M +24,952 New
William Blair & Company
242
William Blair & Company
Illinois
$1.55M +$11.9K +189 +0.8%
CW
243
CreativeOne Wealth
Kansas
$1.54M +$95.9K +1,526 +7%
ONST
244
Old North State Trust
North Carolina
$1.53M – – –
SW
245
SteelPeak Wealth
California
$1.52M +$105K +1,674 +7%
ACM
246
Absolute Capital Management
Pennsylvania
$1.51M – – –
SWM
247
SeaCrest Wealth Management
New York
$1.49M -$80.8K -1,286 -5%
IDA
248
Intelligence Driven Advisers
California
$1.49M -$5.94M -94,779 -80%
TWP
249
Tempus Wealth Planning
California
$1.49M +$82K +1,305 +6%
IWC
250
Integrated Wealth Concepts
Massachusetts
$1.48M -$408K -6,501 -22%
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