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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
Atticus Wealth Management
Florida
$530K +$530K +7,902 New
CAG
377
Compass Advisory Group
New York
$527K -$32.9K -490 -6%
GCA
378
Gradient Capital Advisors
California
$518K +$30.2K +450 +6%
IC
379
Iconiq Capital
California
$514K +$69 +1 +0%
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$512K – – –
APA
381
Astoria Portfolio Advisors
New York
$511K -$15.3K -228 -3%
DA
382
Detalus Advisors
Missouri
$510K -$54K -805 -10%
B
383
Bailard
California
$509K -$43.6K -650 -8%
EC
384
Estate Counselors
Wisconsin
$509K -$20.1K -300 -4%
SWA
385
SFMG Wealth Advisors
Texas
$505K -$43.6K -650 -8%
PWM
386
Pinnacle Wealth Management
California
$505K +$505K +7,526 New
KIG
387
Kowal Investment Group
Wisconsin
$499K +$161K +2,400 +48%
Barclays
388
Barclays
United Kingdom
$497K -$117K -1,740 -19%
BDAM
389
Blue Door Asset Management
Connecticut
$488K +$85.3K +1,271 +21%
BFPW
390
BOK Financial Private Wealth
Colorado
$487K +$120K +1,795 +33%
PA
391
Pinnacle Associates
New York
$486K +$39.1K +583 +9%
GA
392
Gateway Advisory
New Jersey
$479K – – –
BFO
393
Biltmore Family Office
North Carolina
$472K – – –
CA
394
Clearstead Advisors
Ohio
$470K – – –
MFW
395
Meristem Family Wealth
Minnesota
$469K – – –
DBRC
396
D.B. Root & Company
Pennsylvania
$469K +$6.1K +91 +1%
Brown Advisory
397
Brown Advisory
Maryland
$467K +$5.09K +76 +1%
1WM
398
1900 Wealth Management
Texas
$466K -$186K -2,775 -29%
SF
399
Synovus Financial
Georgia
$463K -$25.5K -380 -5%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$462K – – –
14 15
16
17 18