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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$470M
2
Bank of America
Bank of America
North Carolina
$522M
3
LPL Financial
LPL Financial
California
$468M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$96.3M
5
DCC
Dow Chemical Company
Michigan
$294M

Top Sellers

1
Citigroup
Citigroup
New York
$96.1M
2
Citadel Advisors
Citadel Advisors
Florida
$11.1M
3
BMM
Berkshire Money Management
Massachusetts
$2.04M
4
NC
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
Goldman Sachs
New York
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$1.63M -$78.4K -1,227 -5%
SW
252
SteelPeak Wealth
California
$1.6M +$192K +3,010 +14%
DAS
253
Dynamic Advisor Solutions
Arizona
$1.58M +$7.16K +112 +0.5%
SWM
254
SeaCrest Wealth Management
New York
$1.56M -$164K -2,561 -9%
ONST
255
Old North State Trust
North Carolina
$1.56M – – –
NWM
256
Northcape Wealth Management
New York
$1.55M -$351K -5,487 -18%
WA
257
Wambolt & Associates
Colorado
$1.54M +$75.2K +1,177 +5%
KA
258
Kovack Advisors
Florida
$1.54M +$140K +2,196 +10%
ACM
259
Absolute Capital Management
Pennsylvania
$1.53M -$3.3M -51,707 -68%
TC
260
Trilogy Capital
California
$1.5M +$419K +6,551 +39%
Prudential Financial
261
Prudential Financial
New Jersey
$1.48M +$215K +3,364 +17%
US Bancorp
262
US Bancorp
Minnesota
$1.48M -$41K -642 -3%
TWP
263
Tempus Wealth Planning
California
$1.45M -$5.75K -90 -0.4%
CAG
264
Crestwood Advisors Group
Massachusetts
$1.45M -$132K -2,062 -8%
GWM
265
Gray Wealth Management
Maine
$1.41M -$13K -204 -0.9%
TFS
266
Thoroughbred Financial Services
Tennessee
$1.4M +$115K +1,803 +9%
RRA
267
Round Rock Advisors
Connecticut
$1.39M +$128 +2 +0%
TWM
268
Trinity Wealth Management
Pennsylvania
$1.37M -$152K -2,374 -10%
BFM
269
Boston Financial Management
Massachusetts
$1.33M +$639 +10 +0%
MPW
270
Monterey Private Wealth
California
$1.33M -$11.5K -180 -0.9%
SFS
271
Security Financial Services
Indiana
$1.32M -$284K -4,443 -18%
PAS
272
Park Avenue Securities
New York
$1.32M +$6.96K +109 +0.5%
CWA
273
Continuum Wealth Advisors
New York
$1.31M +$1.31M +20,518 New
SF
274
Synovus Financial
Georgia
$1.28M -$309K -4,838 -19%
CHAM
275
Clear Harbor Asset Management
Connecticut
$1.27M +$16.2K +253 +1%
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