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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 %
MFG
276
Magnus Financial Group
New York
$1.07M -$13K -194 -1%
AWA
277
Arkadios Wealth Advisors
Georgia
$1.06M -$26.1K -389 -2%
JG
278
Jefferies Group
New York
$1.05M +$1.05M +15,700 New
SLT
279
St Louis Trust
Missouri
$1.05M – – –
DFA
280
DHJJ Financial Advisors
Illinois
$1.04M +$1.15K +17 +0.1%
DWM
281
Darwin Wealth Management
Florida
$1.03M +$3.49K +52 +0.3%
TC
282
Trilogy Capital
California
$1.03M +$95K +1,416 +10%
CCA
283
Childress Capital Advisors
Texas
$1.02M – – –
APWA
284
Atlas Private Wealth Advisors
New Jersey
$1.02M +$1.02M +15,204 New
Verition Fund Management
285
Verition Fund Management
Connecticut
$1.01M +$1.01M +15,062 New
VWA
286
V Wealth Advisors
Kansas
$1.01M +$40.7K +606 +4%
KeyBank National Association
287
KeyBank National Association
Ohio
$1.01M – – –
AA
288
Ancora Advisors
Ohio
$1M +$15.4K +229 +2%
Goldman Sachs
289
Goldman Sachs
New York
$987K -$137K -2,047 -12%
EWM
290
Empirical Wealth Management
Washington
$974K -$57K -850 -6%
SC
291
SouthState Corp
Florida
$969K – – –
WP
292
WealthShield Partners
North Carolina
$966K +$966K +14,393 New
CCA
293
Clearwater Capital Advisors
Illinois
$956K -$59K -880 -6%
Prudential Financial
294
Prudential Financial
New Jersey
$953K -$939 -14 -0.1%
TFS
295
Thoroughbred Financial Services
Tennessee
$952K +$134 +2 +0%
MF
296
Meridian Financial
Massachusetts
$947K +$20.7K +309 +2%
MPCG
297
Matrix Private Capital Group
New York
$937K +$1.14K +17 +0.1%
TA
298
TFG Advisers
Michigan
$917K -$6.04K -90 -0.7%
CAG
299
Csenge Advisory Group
Florida
$916K -$273K -4,075 -23%
SFG
300
Socha Financial Group
New York
$914K – – –
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