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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
351
Telemus Capital
Michigan
$775K +$505K +7,776 +187%
BKA
352
Brick & Kyle Associates
Pennsylvania
$775K -$68.8K -1,076 -8%
RA
353
RFG Advisory
Alabama
$774K +$201K +3,182 +35%
SM
354
Sensible Money
Arizona
$770K +$770K +12,053 New
JPLA
355
Joseph P. Lucia & Associates
New York
$761K -$32.3K -505 -4%
AIA
356
Alera Investment Advisors
Illinois
$760K – – –
RTL
357
Red Tortoise LLC
Georgia
$759K +$759K +11,883 New
TFA
358
Teamwork Financial Advisors
Texas
$757K -$156K -2,444 -17%
HS
359
Horan Securities
United States
$755K +$434K +6,797 +135%
MSAM
360
Moloney Securities Asset Management
Missouri
$755K -$1.21K -19 -0.2%
Cerity Partners
361
Cerity Partners
New York
$751K +$392K +6,134 +109%
IA
362
Insight Advisors
Pennsylvania
$748K -$109K -1,710 -13%
Barclays
363
Barclays
United Kingdom
$744K +$390K +6,101 +110%
Bank of New York Mellon
364
Bank of New York Mellon
New York
$736K -$12.3K -192 -2%
MAWA
365
Moss Adams Wealth Advisors
Washington
$728K +$728K +11,397 New
TAM
366
Townsend Asset Management
North Carolina
$727K +$3.26K +51 +0.5%
WEG
367
World Equity Group
Illinois
$727K +$111K +1,732 +18%
ZIM
368
Zacks Investment Management
Illinois
$723K -$755K -11,821 -51%
ACA
369
Aptus Capital Advisors
Alabama
$719K -$245K -3,829 -25%
CAM
370
Cresset Asset Management
Illinois
$715K -$3.31K -84 -0.5%
TSWM
371
Tyler-Stone Wealth Management
Ohio
$708K -$10.7K -168 -1%
SWP
372
Summit Wealth Partners
Florida
$706K +$48.8K +763 +7%
CAM
373
Clark Asset Management
New Hampshire
$702K +$702K +10,979 New
CI
374
CX Institutional
Indiana
$701K -$248K -3,889 -26%
CG
375
Colony Group
Massachusetts
$701K +$9.33K +146 +1%
13 14
15
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