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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 %
WA
401
Wealth Alliance
New York
$459K – – –
TCOV
402
Trust Company of Vermont
Vermont
$457K – – –
CSI
403
Cross Staff Investments
New York
$452K – – –
AGA
404
Arkos Global Advisors
Texas
$448K +$33.2K +495 +8%
SC
405
Solstein Capital
California
$444K -$322K -4,798 -42%
RB
406
Richmond Brothers
Michigan
$443K -$4.7K -70 -1%
SWM
407
Segment Wealth Management
Texas
$442K +$4.03K +60 +0.9%
PWM
408
Perigon Wealth Management
California
$440K +$102K +1,527 +30%
MWM
409
Modera Wealth Management
New Jersey
$434K +$470 +7 +0.1%
TF
410
TLWM Financial
Texas
$430K -$10.2K -153 -2%
AWA
411
Arete Wealth Advisors
Illinois
$428K +$3.89K +58 +0.9%
SFA
412
Sequoia Financial Advisors
Ohio
$427K +$102K +1,521 +31%
LWAC
413
Laurel Wealth Advisors (California)
California
$423K +$13K +193 +3%
Northern Trust
414
Northern Trust
Illinois
$422K -$88.8K -1,324 -17%
HWA
415
HCR Wealth Advisors
California
$408K – – –
RBFC
416
Roman Butler Fullerton & Co
Missouri
$407K -$22.8K -340 -5%
CIBC World Market
417
CIBC World Market
Ontario, Canada
$406K +$21.9K +327 +6%
FAT
418
First American Trust
California
$406K +$123K +1,830 +43%
AL
419
ACAS LLC
California
$401K – – –
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$400K +$35.5K +530 +10%
MCM
421
MAI Capital Management
Ohio
$399K +$11.1K +165 +3%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$399K +$317K +4,728 +389%
IP
423
Ignite Planners
California
$396K -$14K -207 -3%
CAWM
424
Capital Advisors Wealth Management
Washington
$391K +$4.69K +70 +1%
ACK
425
Andrew C. Karlinski
$389K -$10.1K -150 -3%
15 16
17
18 19