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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 %
PIA
251
Perennial Investment Advisors
California
$1.46M -$645K -10,263 -31%
Prudential Financial
252
Prudential Financial
New Jersey
$1.46M -$314K -5,006 -18%
FIM
253
Freedom Investment Management
Connecticut
$1.45M +$812K +12,934 +128%
WA
254
Wambolt & Associates
Colorado
$1.44M -$38.1K -606 -3%
MI
255
Moneywise Inc
Virginia
$1.43M -$333K -5,304 -19%
SPI
256
Santori & Peters Inc
Pennsylvania
$1.43M -$177K -2,815 -11%
SHFA
257
SC&H Financial Advisors
Maryland
$1.43M +$2.39K +38 +0.2%
FTS
258
Fifth Third Securities
Ohio
$1.4M -$556K -8,856 -28%
TFS
259
Thoroughbred Financial Services
Tennessee
$1.4M -$12.2K -195 -0.9%
APWA
260
Atlas Private Wealth Advisors
New Jersey
$1.39M +$518K +8,249 +59%
Citadel Advisors
261
Citadel Advisors
Florida
$1.39M -$12.3M -196,549 -90%
AFO
262
Arrowroot Family Office
California
$1.38M +$248K +3,946 +22%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$1.36M +$79.1K +1,260 +6%
GRP
264
Global Retirement Partners
California
$1.34M -$20.5K -327 -2%
CHAM
265
Clear Harbor Asset Management
Connecticut
$1.33M +$31.7K +505 +2%
RJT
266
Raymond James Trust
Florida
$1.33M -$813K -12,941 -38%
SPC
267
Sigma Planning Corp
Michigan
$1.32M -$577K -9,193 -30%
MPW
268
Monterey Private Wealth
California
$1.31M +$3.39K +54 +0.3%
BFM
269
Boston Financial Management
Massachusetts
$1.31M – – –
UCFA
270
United Capital Financial Advisors
Texas
$1.29M +$9.67K +154 +0.8%
WC
271
Wealth CMT
New Jersey
$1.28M -$225K -3,586 -15%
MFG
272
Merit Financial Group
Georgia
$1.28M -$1.25M -19,902 -49%
KA
273
Kovack Advisors
Florida
$1.28M -$130K -2,062 -9%
SWM
274
Spire Wealth Management
Virginia
$1.26M +$2.45K +39 +0.2%
OWM
275
OneAscent Wealth Management
Alabama
$1.26M -$258K -4,100 -17%
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