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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 %
PP
301
Patten & Patten
Tennessee
$1.02M -$250 -4 -0%
MIM
302
MTM Investment Management
South Carolina
$1.01M -$19.6K -314 -2%
RW
303
Rede Wealth
Virginia
$1.01M -$24.4K -391 -2%
MFG
304
Midwest Financial Group
Kansas
$1.01M +$1.01M +16,191 New
VCA
305
Verdence Capital Advisors
Maryland
$1.01M +$499 +8 +0%
VF
306
VitalStone Financial
Texas
$997K +$995K +14,498 +65,900%
LPT
307
Legacy Private Trust
Wisconsin
$996K -$70.6K -1,131 -7%
TC
308
Trilogy Capital
California
$994K -$471K -7,550 -32%
AA
309
Ancora Advisors
Ohio
$984K -$48.1K -771 -5%
PWP
310
Principle Wealth Partners
Connecticut
$975K
SLT
311
St Louis Trust
Missouri
$972K
VWA
312
Visionary Wealth Advisors
Illinois
$971K -$179K -2,861 -16%
CT
313
Cambridge Trust
Massachusetts
$966K
OPS
314
Orion Portfolio Solutions
Nebraska
$962K +$166K +2,656 +21%
BCI
315
Brinker Capital Investments
Pennsylvania
$962K +$962K +15,421 New
Squarepoint
316
Squarepoint
New York
$957K -$5M -80,142 -84%
CCA
317
Childress Capital Advisors
Texas
$949K
WFM
318
Wolff Financial Management
Michigan
$939K +$4.37K +70 +0.5%
KeyBank National Association
319
KeyBank National Association
Ohio
$936K
PCM
320
Prelude Capital Management
New York
$932K +$932K +14,937 New
IFPG
321
Intrepid Financial Planning Group
Indiana
$905K -$62K -993 -6%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$897K -$36.7K -588 -4%
DFA
323
DHJJ Financial Advisors
Illinois
$890K -$43.2K -695 -5%
AWA
324
Arkadios Wealth Advisors
Georgia
$873K -$91.2K -1,461 -9%
WS
325
Wedbush Securities
California
$871K -$68K -1,089 -7%