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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
326
TFG Advisers
Michigan
$895K -$64 -1 -0%
RIA
327
Realta Investment Advisors
Delaware
$890K +$959 +15 +0.1%
MF
328
Meridian Financial
Massachusetts
$872K -$84K -1,315 -9%
SFG
329
Socha Financial Group
New York
$870K – – –
BF
330
BOK Financial
Oklahoma
$865K -$5.24K -82 -0.6%
KCM
331
Kendall Capital Management
Maryland
$863K – – –
PIMG
332
Patriot Investment Management Group
Tennessee
$862K +$1.65K +26 +0.2%
BFA
333
Beaumont Financial Advisors
Massachusetts
$858K -$930K -14,548 -52%
SCA
334
Snowden Capital Advisors
New York
$856K +$547K +8,554 +177%
PWM
335
Perigon Wealth Management
California
$852K +$430K +6,728 +102%
GFS
336
GYL Financial Synergies
Connecticut
$849K +$511 +8 +0.1%
SQA
337
Simon Quick Advisors
New Jersey
$846K +$4.67K +73 +0.6%
SC
338
SouthState Corp
Florida
$840K – – –
V
339
ViaWealth
Kansas
$837K +$837K +12,978 New
JEST
340
JTC Employer Solutions Trustee
Jersey
$831K – – –
BFG
341
Barber Financial Group
Kansas
$828K +$24K +376 +3%
OPS
342
Orion Portfolio Solutions
Nebraska
$816K -$67.6K -1,058 -8%
MOS
343
MGO One Seven
Ohio
$813K -$3.96K -62 -0.5%
BJL
344
Brighton Jones LLC
Washington
$810K +$82.6K +1,292 +11%
EP
345
Eudaimonia Partners
Tennessee
$810K -$224K -3,511 -22%
TLA
346
Tanglewood Legacy Advisors
Texas
$803K +$803K +12,562 New
EWM
347
Empirical Wealth Management
Washington
$800K -$9.59K -150 -1%
CFO
348
Custos Family Office
Texas
$796K +$796K +12,461 New
SFG
349
Sowa Financial Group
Rhode Island
$792K +$2.05K +32 +0.3%
AIA
350
Allied Investment Advisors
Montana
$780K – – –
12 13
14
15 16