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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

669 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 254 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.31%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
254
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M

Top Buyers

1
DCC
Dow Chemical Company
Michigan
+$248M
2
Citigroup
Citigroup
New York
+$90.3M
3
LPL Financial
LPL Financial
California
+$87.5M
4
AI
AdvisorShares Investments
Maryland
+$83.5M
5
Invesco
Invesco
Georgia
+$58.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$197M
2
PI
PFS Investments
Georgia
-$55.3M
3
AWM
AE Wealth Management
Kansas
-$50.4M
4
SCA
Stuart Chaussee & Associates
California
-$47.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
351
Warner Financial
Maryland
$648K – – –
ARC
352
Advisor Resource Council
Texas
$645K +$645K +10,397 New
BFC
353
Bedel Financial Consulting
Indiana
$642K +$124 +2 +0%
WWM
354
Wagner Wealth Management
South Carolina
$640K -$636K -10,264 -50%
SMA
355
Sage Mountain Advisors
Georgia
$639K – – –
CAG
356
Compass Advisory Group
New York
$638K +$151K +2,440 +31%
SWP
357
Summit Wealth Partners
Florida
$638K -$27.9K -450 -4%
HFA
358
High Falls Advisors
New York
$631K +$1.49K +24 +0.2%
BC
359
Bartlett & Co
Ohio
$628K +$628K +10,121 New
BCWM
360
Bartlett & Co Wealth Management
Ohio
$628K +$628K +10,121 New
MIM
361
Merrion Investment Management
New Jersey
$620K – – –
RFN
362
Redwood Financial Network
Ohio
$608K +$4.46K +72 +0.7%
CWA
363
Clearview Wealth Advisors
Oregon
$606K -$164K -2,642 -21%
WS
364
Wedbush Securities
California
$606K +$6.82K +110 +1%
VA
365
Valmark Advisers
Ohio
$603K -$80.7K -1,301 -12%
VVP
366
Venture Visionary Partners
Ohio
$583K -$9.3K -150 -2%
WA
367
Waverly Advisors
Alabama
$578K -$28.6K -461 -5%
BFG
368
Berger Financial Group
Minnesota
$577K +$24K +388 +4%
Brown Advisory
369
Brown Advisory
Maryland
$572K +$140K +2,254 +32%
CBFP
370
Cedar Brook Financial Partners
Ohio
$571K +$1.86K +30 +0.3%
RDWM
371
Red Door Wealth Management
Tennessee
$570K – – –
WCG
372
Weaver Consulting Group
California
$566K +$294K +4,748 +108%
JWS
373
Juncture Wealth Strategies
Arizona
$562K -$52.1K -840 -8%
GI
374
Gradient Investments
Minnesota
$557K -$626K -10,093 -53%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$557K +$84K +1,355 +18%
13 14
15
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