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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 %
AA
301
Ancora Advisors
Ohio
$1.06M +$1.47K +23 +0.1%
HAS
302
HBW Advisory Services
California
$1.05M -$931K -14,566 -47%
KWM
303
Kingsview Wealth Management
Oregon
$1.05M -$2.11K -33 -0.2%
PP
304
Patten & Patten
Tennessee
$1.04M -$53.3K -834 -5%
VCA
305
Verdence Capital Advisors
Maryland
$1.03M +$447 +7 +0%
New York State Common Retirement Fund
306
New York State Common Retirement Fund
New York
$1.01M +$1.01M +15,796 New
CWMGP
307
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1M -$296K -4,632 -23%
PWP
308
Principle Wealth Partners
Connecticut
$998K – – –
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$995K +$186 +4 +0%
SLT
310
St Louis Trust
Missouri
$995K +$995K +15,574 New
FFWM
311
Future Financial Wealth Management
Ohio
$995K +$995K +15,566 New
IFPG
312
Intrepid Financial Planning Group
Indiana
$990K -$25.4K -398 -3%
CT
313
Cambridge Trust
Massachusetts
$990K -$639 -10 -0.1%
AWA
314
Arkadios Wealth Advisors
Georgia
$987K +$21.2K +331 +2%
MFG
315
Magnus Financial Group
New York
$987K +$30.2K +472 +3%
CCA
316
Childress Capital Advisors
Texas
$972K – – –
WS
317
Wedbush Securities
California
$961K +$339K +5,308 +55%
KeyBank National Association
318
KeyBank National Association
Ohio
$959K – – –
WFM
319
Wolff Financial Management
Michigan
$958K -$400K -6,263 -29%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$957K -$75.8K -1,187 -7%
DFA
321
DHJJ Financial Advisors
Illinois
$953K -$15.3K -241 -2%
AWM
322
Axxcess Wealth Management
California
$944K +$273K +4,279 +41%
LWAC
323
Laurel Wealth Advisors (California)
California
$935K +$165K +2,585 +21%
APWA
324
Atlas Private Wealth Advisors
New Jersey
$916K -$26.3K -412 -3%
CCA
325
Clearwater Capital Advisors
Illinois
$913K – – –
11 12
13
14 15