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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
SouthState Corp
Florida
$773K – – –
SFG
327
Sowa Financial Group
Rhode Island
$766K +$76.6K +1,303 +11%
V
328
ViaWealth
Kansas
$764K +$470 +8 +0.1%
JEST
329
JTC Employer Solutions Trustee
Jersey
$764K – – –
OIM
330
Orca Investment Management
Oregon
$759K – – –
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$753K -$43.9K -747 -6%
Tudor Investment Corp
332
Tudor Investment Corp
Connecticut
$750K +$750K +12,762 New
TFA
333
Teamwork Financial Advisors
Texas
$749K +$42.4K +721 +6%
SMA
334
Sage Mountain Advisors
Georgia
$744K -$2.41K -41 -0.3%
CAM
335
Clark Asset Management
New Hampshire
$732K +$81.9K +1,393 +13%
IFPG
336
Intrepid Financial Planning Group
Indiana
$723K -$107K -1,815 -13%
GL
337
Graypoint LLC
New York
$720K +$720K +12,241 New
AIA
338
Allied Investment Advisors
Montana
$717K – – –
BKA
339
Brick & Kyle Associates
Pennsylvania
$717K -$5.99M -10,852 -89%
WFM
340
Wolff Financial Management
Michigan
$714K +$3.53K +60 +0.5%
AWM
341
Accurate Wealth Management
Florida
$712K +$229K +3,865 +48%
STA
342
Summit Trail Advisors
New York
$711K – – –
BFA
343
Beaumont Financial Advisors
Massachusetts
$706K -$83.1K -1,413 -11%
PWM
344
Perigon Wealth Management
California
$702K -$2.94K -50 -0.4%
CFG
345
Citizens Financial Group
Rhode Island
$701K +$179K +3,050 +34%
TLA
346
Tanglewood Legacy Advisors
Texas
$701K -$39.4K -671 -5%
CPRC
347
Consolidated Portfolio Review Corp
New York
$700K -$7.82K -133 -1%
AIA
348
Alera Investment Advisors
Illinois
$700K – – –
BJL
349
Brighton Jones LLC
Washington
$694K +$38.3K +651 +6%
LA
350
Lane & Associates
New Jersey
$689K -$451K -7,668 -40%
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14
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