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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

669 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 254 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.31%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
254
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M

Top Buyers

1
DCC
Dow Chemical Company
Michigan
+$248M
2
Citigroup
Citigroup
New York
+$90.3M
3
LPL Financial
LPL Financial
California
+$87.5M
4
AI
AdvisorShares Investments
Maryland
+$83.5M
5
Invesco
Invesco
Georgia
+$58.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$197M
2
PI
PFS Investments
Georgia
-$55.3M
3
AWM
AE Wealth Management
Kansas
-$50.4M
4
SCA
Stuart Chaussee & Associates
California
-$47.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
326
TKG Advisors
Indiana
$826K +$295K +4,757 +56%
AWE
327
Avidian Wealth Enterprises
Texas
$809K +$809K +13,054 New
JEST
328
JTC Employer Solutions Trustee
Jersey
$806K – – –
MOS
329
MGO One Seven
Ohio
$798K +$41.8K +673 +6%
HCMT
330
Highland Capital Management (Tennessee)
Tennessee
$795K +$38.3K +618 +5%
BKA
331
Brick & Kyle Associates
Pennsylvania
$793K +$16.1K +261 +2%
BF
332
BOK Financial
Oklahoma
$789K – – –
AIA
333
Allied Investment Advisors
Montana
$782K – – –
SWIG
334
Strategic Wealth Investment Group
Kentucky
$782K +$139K +2,246 +22%
SFG
335
Sowa Financial Group
Rhode Island
$777K +$3.84K +62 +0.5%
JPLA
336
Joseph P. Lucia & Associates
New York
$773K -$34.4K -555 -4%
AIA
337
Alera Investment Advisors
Illinois
$764K -$78.1K -1,260 -9%
MSAM
338
Moloney Securities Asset Management
Missouri
$756K +$9.37K +151 +1%
LWAC
339
Laurel Wealth Advisors (California)
California
$753K +$363K +5,855 +93%
Bank of New York Mellon
340
Bank of New York Mellon
New York
$747K -$868 -14 -0.1%
TWP
341
TFO Wealth Partners
Ohio
$747K +$3.78K +61 +0.5%
CI
342
CX Institutional
Indiana
$740K -$641K -10,338 -46%
BJL
343
Brighton Jones LLC
Washington
$706K – – –
CIA
344
Choate Investment Advisors
Massachusetts
$699K +$699K +11,274 New
TSWM
345
Tyler-Stone Wealth Management
Ohio
$698K -$24.5K -395 -3%
TAM
346
Townsend Asset Management
North Carolina
$698K +$2.98K +48 +0.4%
CPO
347
Cerity Partners OCIO
New York
$698K +$407K +6,567 +140%
ACM
348
Allred Capital Management
Texas
$658K -$119K -1,924 -15%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$655K +$126K +2,038 +24%
CFMC
350
Curbstone Financial Management Corp
New Hampshire
$650K -$112K -1,800 -15%
12 13
14
15 16