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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 %
GRP
301
Global Retirement Partners
California
$916K -$324K -5,556 -26%
SLT
302
St Louis Trust
Missouri
$916K – – –
SL
303
Salomon & Ludwin
Virginia
$914K +$505K +8,583 +123%
MIM
304
MTM Investment Management
South Carolina
$885K -$60.4K -1,028 -6%
KeyBank National Association
305
KeyBank National Association
Ohio
$882K – – –
PP
306
Patten & Patten
Tennessee
$875K +$118 +2 +0%
OMC
307
Old Mission Capital
Illinois
$870K +$870K +14,803 New
KIG
308
Kowal Investment Group
Wisconsin
$868K +$562K +9,561 +184%
DFA
309
DHJJ Financial Advisors
Illinois
$868K -$2.7K -46 -0.3%
AA
310
Ancora Advisors
Ohio
$865K -$15.1K -257 -2%
OWM
311
OneAscent Wealth Management
Alabama
$855K -$320K -5,450 -27%
RW
312
Rede Wealth
Virginia
$843K -$110K -1,879 -12%
GWM
313
Gray Wealth Management
Maine
$840K -$245K -4,171 -23%
SF
314
Synovus Financial
Georgia
$824K -$315K -5,365 -28%
MF
315
Meridian Financial
Massachusetts
$812K +$41.2K +701 +5%
WS
316
Wedbush Securities
California
$804K +$97.9K +1,665 +14%
PIMG
317
Patriot Investment Management Group
Tennessee
$799K – – –
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$799K -$23.5K -400 -3%
MFG
319
Magnus Financial Group
New York
$798K -$12.6K -214 -2%
SQA
320
Simon Quick Advisors
New Jersey
$792K +$5.06K +86 +0.6%
RA
321
RFG Advisory
Alabama
$788K -$8.29K -141 -1%
CL
322
Choreo LLC
Illinois
$781K -$6.47K -110 -0.8%
TA
323
TFG Advisers
Michigan
$777K -$25.4K -432 -3%
TWP
324
TFO Wealth Partners
Ohio
$776K – – –
GSEP
325
Golden State Equity Partners
California
$775K +$10.3K +176 +1%
11 12
13
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