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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
351
TFO Wealth Partners
Ohio
$766K +$637K +10,212 +495%
SFG
352
Sowa Financial Group
Rhode Island
$762K -$10.8K -173 -1%
AIA
353
Allied Investment Advisors
Montana
$761K
PCP
354
Proficio Capital Partners
Massachusetts
$758K
STA
355
Summit Trail Advisors
New York
$755K +$755K +12,102 New
BKA
356
Brick & Kyle Associates
Pennsylvania
$755K -$1.25K -20 -0.2%
SM
357
Sensible Money
Arizona
$752K
PCS
358
Personal CFO Solutions
New Jersey
$750K +$149K +2,383 +25%
CCA
359
Clearwater Capital Advisors
Illinois
$748K -$144K -2,305 -16%
TFA
360
Teamwork Financial Advisors
Texas
$746K +$6.05K +97 +0.8%
AIA
361
Alera Investment Advisors
Illinois
$743K
JPLA
362
Joseph P. Lucia & Associates
New York
$740K -$3.12K -50 -0.4%
MSAM
363
Moloney Securities Asset Management
Missouri
$738K +$62 +1 +0%
VWM
364
Vigilare Wealth Management
Arizona
$719K +$719K +11,524 New
Bank of New York Mellon
365
Bank of New York Mellon
New York
$713K -$6.61K -106 -0.9%
TAM
366
Townsend Asset Management
North Carolina
$711K +$499 +8 +0.1%
EWM
367
Empirical Wealth Management
Washington
$699K -$82.2K -1,317 -11%
CAM
368
Clark Asset Management
New Hampshire
$687K +$2.06K +33 +0.3%
CPRC
369
Consolidated Portfolio Review Corp
New York
$685K +$685K +10,982 New
CG
370
Colony Group
Massachusetts
$681K -$3.37K -54 -0.5%
LFAS
371
Level Four Advisory Services
Texas
$675K +$122K +1,951 +22%
RB
372
Renasant Bank
Mississippi
$671K -$8.05K -129 -1%
ACM
373
Allred Capital Management
Texas
$666K +$1.12K +18 +0.2%
BFC
374
Bedel Financial Consulting
Indiana
$665K +$187 +3 +0%
CFMC
375
Curbstone Financial Management Corp
New Hampshire
$654K