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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 %
WF
376
Warner Financial
Maryland
$652K
OCM
377
One Capital Management
California
$650K -$24.3M -390,016 -97%
ARC
378
Advisor Resource Council
Texas
$644K +$644K +10,144 New
SMA
379
Sage Mountain Advisors
Georgia
$643K
SWP
380
Summit Wealth Partners
Florida
$642K -$47.6K -763 -7%
LMKC
381
L.M. Kohn & Company
Ohio
$641K -$4.81K -77 -0.7%
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$635K
AWM
383
Axxcess Wealth Management
California
$633K -$289K -4,624 -31%
FIM
384
Freedom Investment Management
Connecticut
$633K +$633K +10,140 New
BC
385
Bartlett & Co
Ohio
$632K
BCWM
386
Bartlett & Co Wealth Management
Ohio
$632K
MIM
387
Merrion Investment Management
New Jersey
$624K
OW
388
Olistico Wealth
Oklahoma
$594K +$499 +8 +0.1%
CBFP
389
Cedar Brook Financial Partners
Ohio
$591K +$2.25K +36 +0.4%
PAM
390
Peak Asset Management
Colorado
$589K +$115K +1,835 +24%
TI
391
Trexquant Investment
Connecticut
$585K +$585K +9,374 New
HS
392
Horan Securities
United States
$583K -$154K -2,474 -21%
GFG
393
Goldstone Financial Group
Illinois
$581K +$581K +9,313 New
BFG
394
Berger Financial Group
Minnesota
$578K -$29.5K -473 -5%
RFN
395
Redwood Financial Network
Ohio
$577K -$33.8K -542 -6%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$575K +$94.9K +1,521 +20%
RDWM
397
Red Door Wealth Management
Tennessee
$574K
HI
398
Harbour Investments
Wisconsin
$574K -$68K -1,090 -11%
ATPW
399
Ashton Thomas Private Wealth
Arizona
$573K -$73.1K -1,172 -11%
SWA
400
SFMG Wealth Advisors
Texas
$567K +$250 +4 +0%