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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.5M
4
GCM
Ghisallo Capital Management
Massachusetts
+$15M
5
NC
NewSquare Capital
Pennsylvania
+$13.7M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$101M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$75.4M
3
Bank of America
Bank of America
North Carolina
-$69.2M
4
LPL Financial
LPL Financial
California
-$67.6M
5
Ameriprise
Ameriprise
Minnesota
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
326
RFG Advisory
Alabama
$851K +$36.5K +581 +4%
KCM
327
Kendall Capital Management
Maryland
$848K – – –
BFA
328
Beaumont Financial Advisors
Massachusetts
$843K -$11.7K -186 -1%
SQA
329
Simon Quick Advisors
New Jersey
$841K +$4.84K +77 +0.6%
CL
330
Choreo LLC
Illinois
$841K -$918K -14,621 -52%
GFS
331
GYL Financial Synergies
Connecticut
$835K +$565 +9 +0.1%
AWA
332
Arete Wealth Advisors
Illinois
$832K +$384K +6,114 +86%
PAG
333
Private Advisory Group
Washington
$828K +$440K +7,005 +113%
SC
334
SouthState Corp
Florida
$825K – – –
NL
335
NVWM LLC
Pennsylvania
$824K -$608K -9,686 -42%
MF
336
Meridian Financial
Massachusetts
$824K +$2.2K +35 +0.3%
GSEP
337
Golden State Equity Partners
California
$816K +$816K +12,999 New
V
338
ViaWealth
Kansas
$816K +$565 +9 +0.1%
JEST
339
JTC Employer Solutions Trustee
Jersey
$816K – – –
OIM
340
Orca Investment Management
Oregon
$811K +$811K +12,918 New
SMA
341
Sage Mountain Advisors
Georgia
$797K +$150K +2,386 +23%
MOS
342
MGO One Seven
Ohio
$793K -$2.32K -37 -0.3%
TLA
343
Tanglewood Legacy Advisors
Texas
$791K +$754 +12 +0.1%
TWP
344
TFO Wealth Partners
Ohio
$776K +$4.52K +72 +0.6%
Barclays
345
Barclays
United Kingdom
$768K +$768K +12,220 New
AIA
346
Allied Investment Advisors
Montana
$766K – – –
BKA
347
Brick & Kyle Associates
Pennsylvania
$765K +$2.77K +44 +0.4%
PCP
348
Proficio Capital Partners
Massachusetts
$763K – – –
STA
349
Summit Trail Advisors
New York
$760K – – –
WFM
350
Wolff Financial Management
Michigan
$759K -$186K -2,966 -20%
12 13
14
15 16