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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
326
TFG Advisers
Michigan
$869K -$4.62K -74 -0.5%
APWA
327
Atlas Private Wealth Advisors
New Jersey
$869K -$24.8K -398 -3%
MFG
328
Magnus Financial Group
New York
$860K -$103K -1,656 -11%
DAS
329
Dynamic Advisor Solutions
Arizona
$858K -$688K -11,020 -45%
RIA
330
Realta Investment Advisors
Delaware
$853K -$16.2K -259 -2%
PIMG
331
Patriot Investment Management Group
Tennessee
$852K +$1.69K +27 +0.2%
BFA
332
Beaumont Financial Advisors
Massachusetts
$849K +$10.7K +172 +1%
ZIM
333
Zacks Investment Management
Illinois
$847K +$141K +2,267 +20%
KCM
334
Kendall Capital Management
Maryland
$842K
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$833K -$2.9M -46,404 -78%
SQA
336
Simon Quick Advisors
New Jersey
$831K +$4.74K +76 +0.6%
GFS
337
GYL Financial Synergies
Connecticut
$829K +$562 +9 +0.1%
SC
338
SouthState Corp
Florida
$820K
MF
339
Meridian Financial
Massachusetts
$816K -$35.9K -575 -4%
JEST
340
JTC Employer Solutions Trustee
Jersey
$811K
V
341
ViaWealth
Kansas
$810K +$499 +8 +0.1%
RA
342
RFG Advisory
Alabama
$809K +$44.5K +713 +6%
BFG
343
Barber Financial Group
Kansas
$809K
CRI
344
Colonial River Investments
Virginia
$793K -$241K -3,855 -23%
BJL
345
Brighton Jones LLC
Washington
$792K +$187 +3 +0%
MOS
346
MGO One Seven
Ohio
$791K -$3.74K -60 -0.5%
TLA
347
Tanglewood Legacy Advisors
Texas
$785K +$811 +13 +0.1%
PWM
348
Perigon Wealth Management
California
$781K -$51.1K -819 -6%
USCWA
349
U.S. Capital Wealth Advisors
Texas
$770K +$574K +9,191 +291%
JFG
350
Jefferies Financial Group
New York
$768K -$1.28M -20,569 -63%