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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
326
StoneX Group
New York
$770K +$233K +3,469 +43%
IA
327
Insight Advisors
Pennsylvania
$764K -$117K -1,747 -13%
BJL
328
Brighton Jones LLC
Washington
$764K – – –
TAM
329
Townsend Asset Management
North Carolina
$752K -$1.54K -23 -0.2%
LMKC
330
L.M. Kohn & Company
Ohio
$752K +$752K +11,196 New
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$743K +$743K +11,081 New
CAM
332
Cresset Asset Management
Illinois
$741K +$2.82K +42 +0.4%
VA
333
Valmark Advisers
Ohio
$740K +$28K +417 +4%
SWP
334
Summit Wealth Partners
Florida
$720K +$30.2K +450 +4%
CFGS
335
Concourse Financial Group Securities
Alabama
$708K -$309K -4,597 -30%
WF
336
Warner Financial
Maryland
$701K – – –
SWIG
337
Strategic Wealth Investment Group
Kentucky
$696K +$696K +10,368 New
BFC
338
Bedel Financial Consulting
Indiana
$695K +$67 +1 +0%
SMA
339
Sage Mountain Advisors
Georgia
$691K -$160K -2,386 -19%
HFA
340
High Falls Advisors
New York
$682K -$141K -2,101 -17%
MIM
341
Merrion Investment Management
New Jersey
$670K – – –
JWS
342
Juncture Wealth Strategies
Arizona
$665K – – –
DAS
343
Dynamic Advisor Solutions
Arizona
$664K -$94.1K -1,402 -12%
NCM
344
Novare Capital Management
North Carolina
$659K -$13M -193,490 -95%
WA
345
Waverly Advisors
Alabama
$656K – – –
RFN
346
Redwood Financial Network
Ohio
$654K +$654K +9,741 New
WS
347
Wedbush Securities
California
$649K -$75.1K -1,119 -10%
VVP
348
Venture Visionary Partners
Ohio
$640K +$67 +1 +0%
SHA
349
Seneca House Advisors
Virginia
$636K -$99K -1,475 -13%
COF
350
Capital One Financial
Virginia
$634K -$6.32M -94,105 -91%
12 13
14
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