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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 %
RRA
276
Round Rock Advisors
Connecticut
$1.25M -$96.5K -1,536 -7%
BPA
277
Beacon Pointe Advisors
California
$1.23M +$53.1K +846 +4%
LA
278
Lane & Associates
New Jersey
$1.22M -$12.6K -201 -1%
SF
279
Synovus Financial
Georgia
$1.22M -$476K -7,586 -28%
ATPW
280
Ashton Thomas Private Wealth
Arizona
$1.2M +$628K +10,002 +109%
PPWM
281
Paragon Private Wealth Management
Kentucky
$1.2M -$2.14K -34 -0.2%
US Bancorp
282
US Bancorp
Minnesota
$1.2M -$79K -1,257 -6%
BMM
283
Berkshire Money Management
Massachusetts
$1.17M -$815K -12,978 -41%
PCS
284
Personal CFO Solutions
New Jersey
$1.16M +$410K +6,522 +54%
GWM
285
Gray Wealth Management
Maine
$1.16M -$158K -2,520 -12%
CAM
286
Cresset Asset Management
Illinois
$1.15M +$10.9K +173 +1%
BFS
287
Bard Financial Services
Connecticut
$1.15M – – –
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$1.15M -$541K -8,619 -32%
HAS
289
HBW Advisory Services
California
$1.12M +$73.4K +1,168 +7%
MG
290
Mather Group
Illinois
$1.12M +$1.12M +17,787 New
LC
291
Landaas & Company
Wisconsin
$1.11M +$879 +14 +0.1%
CWA
292
Continuum Wealth Advisors
New York
$1.09M -$10.8K -172 -1%
LFA
293
Laraway Financial Advisors
Minnesota
$1.07M +$4.27K +68 +0.4%
ZIM
294
Zacks Investment Management
Illinois
$1.06M +$207K +3,295 +24%
SF
295
Symphony Financial
Texas
$1.04M -$56.7K -911 -5%
MFG
296
Midwest Financial Group
Kansas
$1.03M +$17.5K +278 +2%
LPAM
297
Lodestar Private Asset Management
California
$1.03M -$8.23K -131 -0.8%
KWM
298
Kingsview Wealth Management
Oregon
$1.03M -$7.98K -127 -0.8%
TC
299
Trilogy Capital
California
$1.02M +$1.15K +18 +0.1%
RW
300
Rede Wealth
Virginia
$1.02M – – –
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