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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 %
SWIG
376
Strategic Wealth Investment Group
Kentucky
$698K -$13.4K -212 -2%
RB
377
Renasant Bank
Mississippi
$696K +$696K +10,889 New
HSA
378
HBK Sorce Advisory
Pennsylvania
$691K +$346K +5,407 +100%
FFA
379
Fragasso Financial Advisors
Pennsylvania
$691K +$691K +10,809 New
DWM
380
Darwin Wealth Management
Florida
$686K +$242K +3,752 +55%
Northern Trust
381
Northern Trust
Illinois
$683K -$32.8K -513 -5%
ACM
382
Allred Capital Management
Texas
$682K +$1.09K +17 +0.2%
AWA
383
Alta Wealth Advisors
Massachusetts
$680K +$22K +345 +3%
BFC
384
Bedel Financial Consulting
Indiana
$680K +$192 +3 +0%
Brown Advisory
385
Brown Advisory
Maryland
$676K +$25.2K +395 +4%
PTC
386
Private Trust Company
Ohio
$675K +$113K +1,772 +20%
CFMC
387
Curbstone Financial Management Corp
New Hampshire
$670K – – –
WF
388
Warner Financial
Maryland
$668K – – –
ATPW
389
Ashton Thomas Private Wealth
Arizona
$662K -$490K -7,664 -43%
LMKC
390
L.M. Kohn & Company
Ohio
$661K +$228K +3,570 +53%
SMA
391
Sage Mountain Advisors
Georgia
$659K – – –
HI
392
Harbour Investments
Wisconsin
$657K -$367K -5,739 -36%
CFG
393
Carr Financial Group
Massachusetts
$657K +$657K +10,285 New
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$650K – – –
BC
395
Bartlett & Co
Ohio
$647K – – –
BCWM
396
Bartlett & Co Wealth Management
Ohio
$647K – – –
BFG
397
Bleakley Financial Group
New Jersey
$642K +$642K +10,052 New
MIM
398
Merrion Investment Management
New Jersey
$639K – – –
RFN
399
Redwood Financial Network
Ohio
$625K -$27.6K -432 -4%
BFG
400
Berger Financial Group
Minnesota
$623K +$5.56K +87 +0.9%
14 15
16
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