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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
351
Red Door Wealth Management
Tennessee
$617K +$15.8K +236 +3%
CBFP
352
Cedar Brook Financial Partners
Ohio
$616K +$1.95K +29 +0.3%
WWM
353
Windsor Wealth Management
Indiana
$601K -$217K -3,158 -27%
BFG
354
Berger Financial Group
Minnesota
$599K +$17.3K +258 +3%
LWM
355
Ledge Wealth Management
Minnesota
$595K +$595K +8,876 New
IP
356
Investment Partners
Ohio
$583K -$70.8K -1,055 -11%
LA
357
Latitude Advisors
Florida
$581K +$194K +2,886 +50%
MWPCG
358
Measured Wealth Private Client Group
New Hampshire
$577K -$81.5K -1,215 -12%
TA
359
TKG Advisors
Indiana
$575K -$290K -4,329 -34%
OIA
360
OneDigital Investment Advisors
Kansas
$575K +$41.4K +616 +8%
CSPIA
361
Cary Street Partners Investment Advisory
Virginia
$573K +$3.36K +50 +0.6%
GPA
362
Guerra Pan Advisors
New Jersey
$572K – – –
GLLW
363
Graves Light Lenhart Wealth
Virginia
$567K – – –
LFAS
364
Level Four Advisory Services
Texas
$557K -$33.5K -499 -6%
FA
365
Faithward Advisors
Pennsylvania
$557K +$403 +6 +0.1%
CWM
366
Cornerstone Wealth Management
Missouri
$556K +$203K +3,033 +58%
P
367
&Partners
Tennessee
$554K +$128K +1,916 +30%
RIL
368
Rothschild Investment LLC
Illinois
$542K – – –
LAS
369
Lloyd Advisory Services
Georgia
$540K +$540K +8,041 New
HAS
370
HBW Advisory Services
California
$538K -$629K -9,368 -54%
DC
371
Davenport & Co
Virginia
$538K +$46.6K +694 +9%
V
372
Veritable
Delaware
$537K – – –
BS
373
Boenning & Scattergood
Pennsylvania
$536K – – –
Jane Street
374
Jane Street
New York
$533K -$158K -2,346 -23%
GT
375
Glenmede Trust
Pennsylvania
$532K – – –
13 14
15
16 17