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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
$289M
2
PPA
Parametric Portfolio Associates
Washington
$103M
3
Wells Fargo
Wells Fargo
California
$169M
4
AWM
AE Wealth Management
Kansas
$59M
5
SCA
Stuart Chaussee & Associates
California
$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$513M
2
Two Sigma Investments
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$3.93M
4
Invesco
Invesco
Georgia
$593M
5
BAM
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$1.37M -$18.1K -270 -1%
TA
252
TrueWealth Advisors
Alabama
$1.36M – – –
BFM
253
Boston Financial Management
Massachusetts
$1.35M +$1.35M +20,092 New
PPWM
254
Paragon Private Wealth Management
Kentucky
$1.32M +$17.7K +275 +1%
VWA
255
Visionary Wealth Advisors
Illinois
$1.31M +$53.9K +803 +4%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$1.31M +$40.2K +600 +3%
CWMGP
257
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.31M +$16.7K +249 +1%
YC
258
Yarbrough Capital
Tennessee
$1.3M – – –
LC
259
Landaas & Company
Wisconsin
$1.28M – – –
GI
260
Gradient Investments
Minnesota
$1.28M +$1.02M +15,136 +385%
LFA
261
Laraway Financial Advisors
Minnesota
$1.27M -$4.7K -70 -0.4%
BPA
262
Beacon Pointe Advisors
California
$1.25M +$927K +13,818 +290%
BFS
263
Bard Financial Services
Connecticut
$1.24M – – –
CHAM
264
Clear Harbor Asset Management
Connecticut
$1.22M +$9.73K +145 +0.8%
PA
265
Parallel Advisors
California
$1.21M -$384K -5,689 -24%
BCM
266
Beck Capital Management
Texas
$1.2M -$25.3K -377 -2%
PWP
267
Principle Wealth Partners
Connecticut
$1.16M -$31.1K -463 -3%
PP
268
Patten & Patten
Tennessee
$1.16M -$12.3K -184 -1%
CT
269
Cambridge Trust
Massachusetts
$1.15M -$1.3M -19,410 -53%
SW
270
SteelPeak Wealth
California
$1.13M +$13.3K +198 +1%
PAS
271
Park Avenue Securities
New York
$1.13M +$48.9K +729 +5%
MIM
272
MTM Investment Management
South Carolina
$1.12M – – –
CGA
273
Crescent Grove Advisors
Illinois
$1.1M +$1.1M +16,315 New
VCA
274
Verdence Capital Advisors
Maryland
$1.08M +$403 +6 +0%
KCM
275
Kendall Capital Management
Maryland
$1.07M -$148K -2,200 -12%
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