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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
276
Personal CFO Solutions
New Jersey
$1.06M -$31K -527 -3%
HAS
277
HBW Advisory Services
California
$1.06M +$10.3K +175 +1%
VWM
278
Vigilare Wealth Management
Arizona
$1.05M +$201K +3,426 +24%
WA
279
Wambolt & Associates
Colorado
$1.04M -$294K -5,071 -22%
LFA
280
Laraway Financial Advisors
Minnesota
$1.02M +$19.8K +337 +2%
CWA
281
Continuum Wealth Advisors
New York
$1.02M -$2.35K -40 -0.2%
SPC
282
Sigma Planning Corp
Michigan
$1.02M -$222K -3,768 -18%
MFG
283
Merit Financial Group
Georgia
$1.01M -$184K -3,134 -15%
BMM
284
Berkshire Money Management
Massachusetts
$982K -$109K -1,853 -10%
CT
285
Cambridge Trust
Massachusetts
$965K +$54.4K +926 +6%
AWM
286
Axxcess Wealth Management
California
$965K +$434K +7,381 +82%
LPAM
287
Lodestar Private Asset Management
California
$960K -$647 -11 -0.1%
OBWG
288
Onyx Bridge Wealth Group
New York
$959K -$885K -15,051 -48%
KWM
289
Kingsview Wealth Management
Oregon
$955K -$4.41K -75 -0.5%
AWE
290
Avidian Wealth Enterprises
Texas
$954K -$1.37M -23,245 -59%
YIH
291
Y-Intercept (HK)
Hong Kong
$947K +$947K +16,109 New
SF
292
Symphony Financial
Texas
$945K -$27.2K -468 -3%
CWM
293
Cornerstone Wealth Management
Missouri
$943K +$44.3K +753 +5%
PWM
294
Prosperity Wealth Management
California
$940K -$612K -10,411 -39%
LC
295
Landaas & Company
Wisconsin
$940K -$95.3K -1,621 -9%
TC
296
Trilogy Capital
California
$938K +$823 +14 +0.1%
LPT
297
Legacy Private Trust
Wisconsin
$938K – – –
IDA
298
Intelligence Driven Advisers
California
$935K -$448K -7,725 -32%
AFO
299
Arrowroot Family Office
California
$927K -$361K -6,137 -28%
PWP
300
Principle Wealth Partners
Connecticut
$918K – – –
10 11
12
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