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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 %
OPS
376
Orion Portfolio Solutions
Nebraska
$587K -$17.3K -294 -3%
SOS
377
Silver Oak Securities
Tennessee
$577K +$577K +9,819 New
OCM
378
One Capital Management
California
$576K -$6.88K -117 -1%
GFS
379
GYL Financial Synergies
Connecticut
$574K -$208K -3,539 -27%
CBFP
380
Cedar Brook Financial Partners
Ohio
$561K +$1.71K +29 +0.3%
KCM
381
Kendall Capital Management
Maryland
$559K -$235K -4,000 -30%
MCM
382
MAI Capital Management
Ohio
$557K +$46.4K +790 +9%
SFS
383
Security Financial Services
Indiana
$556K +$318K +5,415 +134%
Vontobel Holding
384
Vontobel Holding
Switzerland
$553K – – –
TSS
385
Two Sigma Securities
New York
$548K +$153K +2,603 +39%
LI
386
LMCG Investments
Massachusetts
$545K +$11.8K +200 +2%
OW
387
Olistico Wealth
Oklahoma
$541K +$529 +9 +0.1%
RDWM
388
Red Door Wealth Management
Tennessee
$541K – – –
OLVIG
389
Oliver Lagore Vanvalin Investment Group
Michigan
$536K -$18.8M -319,049 -97%
TSWM
390
Tyler-Stone Wealth Management
Ohio
$531K -$27.7K -470 -5%
VVP
391
Venture Visionary Partners
Ohio
$523K – – –
IP
392
Ignite Planners
California
$514K -$49.8K -859 -9%
CAI
393
Capital Advisors Inc
Oklahoma
$512K – – –
DC
394
Davenport & Co
Virginia
$511K -$195K -3,318 -28%
GC
395
Gratus Capital
Georgia
$508K – – –
MWM
396
Modera Wealth Management
New Jersey
$499K -$95.9K -1,632 -16%
CRI
397
Colonial River Investments
Virginia
$494K -$86.7K -1,475 -15%
AWA
398
Alta Wealth Advisors
Massachusetts
$493K -$7.35K -125 -1%
RFN
399
Redwood Financial Network
Ohio
$491K -$23.6K -402 -5%
EP
400
Eudaimonia Partners
Tennessee
$490K -$29.7K -505 -6%
14 15
16
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