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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
276
Gray Wealth Management
Maine
$1.31M -$65.8K -1,055 -5%
MPW
277
Monterey Private Wealth
California
$1.3M +$4.12K +66 +0.3%
BFM
278
Boston Financial Management
Massachusetts
$1.3M
CHAM
279
Clear Harbor Asset Management
Connecticut
$1.29M +$46.2K +740 +4%
GCA
280
Greenwood Capital Associates
South Carolina
$1.28M +$1.28M +20,437 New
US Bancorp
281
US Bancorp
Minnesota
$1.27M -$175K -2,802 -12%
UCFA
282
United Capital Financial Advisors
Texas
$1.27M -$321K -5,150 -20%
SWM
283
Spire Wealth Management
Virginia
$1.25M +$730K +11,700 +141%
KL
284
KWMG LLC
Kansas
$1.24M -$600K -9,613 -33%
LA
285
Lane & Associates
New Jersey
$1.22M +$88.6K +1,420 +8%
YC
286
Yarbrough Capital
Tennessee
$1.21M
PPWM
287
Paragon Private Wealth Management
Kentucky
$1.19M -$4.62K -74 -0.4%
BPA
288
Beacon Pointe Advisors
California
$1.17M +$20.3K +325 +2%
LWM
289
Lodestone Wealth Management
Washington
$1.15M +$9.92K +159 +0.9%
BFS
290
Bard Financial Services
Connecticut
$1.15M
CAM
291
Cresset Asset Management
Illinois
$1.14M +$2.5K +40 +0.2%
AFO
292
Arrowroot Family Office
California
$1.12M +$1.12M +17,954 New
LC
293
Landaas & Company
Wisconsin
$1.1M +$811 +13 +0.1%
CWA
294
Continuum Wealth Advisors
New York
$1.1M -$184K -2,949 -14%
SF
295
Symphony Financial
Texas
$1.09M -$37.6K -607 -3%
LFA
296
Laraway Financial Advisors
Minnesota
$1.06M -$37.2K -596 -3%
HAS
297
HBW Advisory Services
California
$1.04M +$16K +256 +2%
LPAM
298
Lodestar Private Asset Management
California
$1.03M -$86.8K -1,391 -8%
KWM
299
Kingsview Wealth Management
Oregon
$1.03M +$4.99K +80 +0.5%
WP
300
WealthShield Partners
North Carolina
$1.02M -$2.92M -46,788 -74%