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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 %
CPO
276
Cerity Partners OCIO
New York
$1.27M +$249K +3,897 +24%
LHWM
277
Lake Hills Wealth Management
Texas
$1.26M +$1.26M +19,711 New
YC
278
Yarbrough Capital
Tennessee
$1.24M – – –
PPWM
279
Paragon Private Wealth Management
Kentucky
$1.23M -$2.94K -46 -0.2%
WC
280
Wealth CMT
New Jersey
$1.22M +$200K +3,134 +20%
BPA
281
Beacon Pointe Advisors
California
$1.18M +$80.2K +1,255 +7%
VWA
282
Visionary Wealth Advisors
Illinois
$1.18M -$8.24K -129 -0.7%
SF
283
Symphony Financial
Texas
$1.18M -$185K -2,873 -14%
BFS
284
Bard Financial Services
Connecticut
$1.17M -$4.47K -70 -0.4%
LWM
285
Lodestone Wealth Management
Washington
$1.17M +$1.17M +18,239 New
LA
286
Lane & Associates
New Jersey
$1.16M +$1.16M +18,174 New
Qube Research & Technologies (QRT)
287
Qube Research & Technologies (QRT)
United Kingdom
$1.15M -$6.6M -103,361 -85%
VAM
288
Verity Asset Management
North Carolina
$1.15M +$39.8K +623 +4%
HF
289
HRT Financial
New York
$1.14M -$5.05M -79,048 -82%
LPAM
290
Lodestar Private Asset Management
California
$1.14M +$1.14M +17,869 New
LFA
291
Laraway Financial Advisors
Minnesota
$1.13M -$76.1K -1,191 -6%
LC
292
Landaas & Company
Wisconsin
$1.12M -$15.1K -237 -1%
HWMA
293
Heritage Wealth Management (Arizona)
Arizona
$1.1M +$548K +8,583 +99%
CGA
294
Crescent Grove Advisors
Illinois
$1.1M – – –
LPT
295
Legacy Private Trust
Wisconsin
$1.09M -$56.2K -879 -5%
VWA
296
V Wealth Advisors
Kansas
$1.07M +$143K +2,236 +15%
MFWP
297
Mosaic Family Wealth Partners
Missouri
$1.07M +$1.07M +16,688 New
RW
298
Rede Wealth
Virginia
$1.06M -$241K -3,772 -19%
MIM
299
MTM Investment Management
South Carolina
$1.06M – – –
CRI
300
Colonial River Investments
Virginia
$1.06M -$23.5K -367 -2%
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12
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