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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.5M
4
GCM
Ghisallo Capital Management
Massachusetts
+$15M
5
NC
NewSquare Capital
Pennsylvania
+$13.7M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$101M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$75.4M
3
Bank of America
Bank of America
North Carolina
-$69.2M
4
LPL Financial
LPL Financial
California
-$67.6M
5
Ameriprise
Ameriprise
Minnesota
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
351
Sensible Money
Arizona
$757K – – –
CPRC
352
Consolidated Portfolio Review Corp
New York
$756K +$66.6K +1,060 +10%
WS
353
Wedbush Securities
California
$755K -$122K -1,942 -14%
TFA
354
Teamwork Financial Advisors
Texas
$755K +$4.27K +68 +0.6%
DC
355
Davenport & Co
Virginia
$755K -$3M -47,841 -80%
PWM
356
Perigon Wealth Management
California
$753K -$33.2K -529 -4%
JFG
357
Jefferies Financial Group
New York
$749K -$24.4K -389 -3%
AWM
358
Apollon Wealth Management
South Carolina
$748K +$475K +7,556 +173%
AIA
359
Alera Investment Advisors
Illinois
$747K – – –
CCA
360
Clearwater Capital Advisors
Illinois
$744K -$8.54K -136 -1%
SFG
361
Sowa Financial Group
Rhode Island
$737K -$30.8K -490 -4%
GM
362
GeoWealth Management
Illinois
$736K +$736K +11,719 New
MSAM
363
Moloney Securities Asset Management
Missouri
$724K -$18.8K -299 -3%
JPLA
364
Joseph P. Lucia & Associates
New York
$723K -$21.6K -344 -3%
Bank of New York Mellon
365
Bank of New York Mellon
New York
$720K +$3.14K +50 +0.4%
BJL
366
Brighton Jones LLC
Washington
$700K -$96.5K -1,537 -12%
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
$700K -$624K -9,940 -47%
GCA
368
Greenwood Capital Associates
South Carolina
$699K -$585K -9,313 -46%
CAM
369
Clark Asset Management
New Hampshire
$695K +$3.33K +53 +0.5%
EWM
370
Empirical Wealth Management
Washington
$688K -$15.6K -248 -2%
LMKC
371
L.M. Kohn & Company
Ohio
$684K +$39.1K +623 +6%
CG
372
Colony Group
Massachusetts
$682K -$3.64K -58 -0.5%
TAM
373
Townsend Asset Management
North Carolina
$676K -$39.1K -623 -5%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$675K +$36.1K +575 +6%
ACM
375
Allred Capital Management
Texas
$671K +$1.13K +18 +0.2%
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