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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
351
Moloney Securities Asset Management
Missouri
$689K +$11.6K +197 +2%
CCA
352
Clearwater Capital Advisors
Illinois
$679K -$17.3K -294 -2%
BFC
353
Bedel Financial Consulting
Indiana
$670K +$43.7K +744 +7%
PAG
354
Private Advisory Group
Washington
$666K -$109K -1,858 -14%
FDP
355
Financiere des Professionnels
Quebec, Canada
$647K +$647K +11,000 New
BDAM
356
Blue Door Asset Management
Connecticut
$647K +$647K +11,000 New
CG
357
Colony Group
Massachusetts
$644K +$5.41K +92 +0.8%
EWM
358
Empirical Wealth Management
Washington
$640K -$4.12K -70 -0.6%
LFAS
359
Level Four Advisory Services
Texas
$634K +$13.9K +236 +2%
ACM
360
Allred Capital Management
Texas
$630K +$1.18K +20 +0.2%
NS
361
NBC Securities
Alabama
$627K +$627K +10,671 New
JPLA
362
Joseph P. Lucia & Associates
New York
$627K -$50K -851 -7%
EP
363
Edgestream Partners
New Jersey
$617K +$617K +10,491 New
SM
364
Sensible Money
Arizona
$615K -$94.1K -1,600 -13%
WF
365
Warner Financial
Maryland
$614K – – –
SWP
366
Summit Wealth Partners
Florida
$605K – – –
AWA
367
Arkadios Wealth Advisors
Georgia
$595K -$220K -3,747 -27%
BC
368
Bartlett & Co
Ohio
$595K -$59 -1 -0%
BCWM
369
Bartlett & Co Wealth Management
Ohio
$595K -$59 -1 -0%
TAM
370
Townsend Asset Management
North Carolina
$594K -$38.5K -655 -6%
RIA
371
Realta Investment Advisors
Delaware
$590K -$356K -5,666 -38%
NL
372
NVWM LLC
Pennsylvania
$588K -$183K -3,114 -24%
YC
373
Yarbrough Capital
Tennessee
$588K – – –
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$588K -$44.3K -754 -7%
BCI
375
Brinker Capital Investments
Pennsylvania
$587K -$17.3K -294 -3%
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