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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$1.58M -$82.8K -1,408 -5%
DC
227
Diametric Capital
Massachusetts
$1.54M +$1.54M +26,229 New
DI
228
DFPG Investments
Utah
$1.54M -$143K -2,408 -9%
TWM
229
Trinity Wealth Management
Pennsylvania
$1.53M +$12.1K +205 +0.8%
HA
230
Harfst & Associates
Wyoming
$1.51M -$9.41K -160 -0.6%
DADC
231
D.A. Davidson & Co
Montana
$1.48M -$509K -8,659 -26%
CF
232
Centaurus Financial
California
$1.48M -$48.7K -829 -3%
SWM
233
SeaCrest Wealth Management
New York
$1.47M +$75.1K +1,277 +5%
MWPCG
234
Measured Wealth Private Client Group
New Hampshire
$1.46M -$143K -2,432 -9%
JIC
235
Johnson Investment Counsel
Ohio
$1.46M -$508K -8,641 -26%
ONST
236
Old North State Trust
North Carolina
$1.43M – – –
Prudential Financial
237
Prudential Financial
New Jersey
$1.41M +$46.1K +784 +3%
William Blair & Company
238
William Blair & Company
Illinois
$1.4M -$45.8K -779 -3%
IC
239
IEQ Capital
California
$1.4M +$1.4M +23,767 New
TWP
240
Tempus Wealth Planning
California
$1.4M – – –
IWC
241
Integrated Wealth Concepts
Massachusetts
$1.39M +$5.47K +93 +0.4%
CW
242
CreativeOne Wealth
Kansas
$1.38M -$64.7K -1,101 -4%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$1.32M +$1.32M +22,508 New
FTS
244
Fifth Third Securities
Ohio
$1.31M -$4.53K -77 -0.3%
SHFA
245
SC&H Financial Advisors
Maryland
$1.31M -$27.3K -465 -2%
SW
246
SteelPeak Wealth
California
$1.3M -$127K -2,157 -9%
AP
247
Advisors Preferred
Maryland
$1.29M -$3.78M -65,096 -74%
BWM
248
Brown Wealth Management
Illinois
$1.28M -$355K -6,035 -22%
CHAM
249
Clear Harbor Asset Management
Connecticut
$1.27M +$29.4K +500 +2%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$1.27M +$764 +13 +0.1%
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