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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 %
MIM
301
MTM Investment Management
South Carolina
$1.01M -$10.2K -163 -1%
LPT
302
Legacy Private Trust
Wisconsin
$1M – – –
PWP
303
Principle Wealth Partners
Connecticut
$981K – – –
VCA
304
Verdence Capital Advisors
Maryland
$976K -$40.3K -641 -4%
VWA
305
Visionary Wealth Advisors
Illinois
$975K -$2.39K -38 -0.2%
CT
306
Cambridge Trust
Massachusetts
$973K – – –
SLT
307
St Louis Trust
Missouri
$970K – – –
CWM
308
Cornerstone Wealth Management
Missouri
$960K +$651K +10,371 +211%
CCA
309
Childress Capital Advisors
Texas
$955K – – –
RIA
310
Realta Investment Advisors
Delaware
$946K +$87.5K +1,393 +10%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$943K -$27K -400 -3%
KeyBank National Association
312
KeyBank National Association
Ohio
$942K – – –
WP
313
WealthShield Partners
North Carolina
$941K -$88.4K -1,408 -9%
AA
314
Ancora Advisors
Ohio
$941K -$50.2K -800 -5%
PP
315
Patten & Patten
Tennessee
$935K -$88.6K -1,411 -9%
DFA
316
DHJJ Financial Advisors
Illinois
$930K +$31.1K +495 +3%
KFGK
317
Keystone Financial Group (Kentucky)
Kentucky
$914K +$914K +14,547 New
VWM
318
Vigilare Wealth Management
Arizona
$906K +$183K +2,907 +25%
BCM
319
Bayesian Capital Management
New York
$898K +$898K +14,302 New
IFPG
320
Intrepid Financial Planning Group
Indiana
$887K -$24.2K -386 -3%
AWA
321
Arkadios Wealth Advisors
Georgia
$871K -$6.97K -111 -0.8%
MFG
322
Magnus Financial Group
New York
$866K – – –
TA
323
TFG Advisers
Michigan
$857K -$17.6K -281 -2%
PIMG
324
Patriot Investment Management Group
Tennessee
$854K -$3.77K -60 -0.4%
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$851K +$12.6K +200 +1%
11 12
13
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