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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 %
PCS
401
Personal CFO Solutions
New Jersey
$616K +$616K +9,639 New
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$612K -$28.2K -441 -4%
OW
403
Olistico Wealth
Oklahoma
$607K +$607K +9,505 New
CBFP
404
Cedar Brook Financial Partners
Ohio
$603K +$2.05K +32 +0.3%
VVP
405
Venture Visionary Partners
Ohio
$601K – – –
RDWM
406
Red Door Wealth Management
Tennessee
$588K – – –
SWA
407
SFMG Wealth Advisors
Texas
$581K +$48.7K +762 +9%
Lido Advisors
408
Lido Advisors
California
$575K +$254K +3,978 +79%
IWC
409
Integrated Wealth Concepts
Massachusetts
$574K +$59.6K +933 +12%
TA
410
TrueWealth Advisors
Alabama
$571K -$158K -2,470 -22%
LFAS
411
Level Four Advisory Services
Texas
$567K +$36.3K +568 +7%
TA
412
TKG Advisors
Indiana
$564K -$38.3K -599 -6%
APA
413
Astoria Portfolio Advisors
New York
$563K +$14.4K +228 +3%
Marshall Wace
414
Marshall Wace
United Kingdom
$562K +$562K +8,800 New
WA
415
Waverly Advisors
Alabama
$559K – – –
GC
416
Gratus Capital
Georgia
$552K – – –
TWP
417
TFO Wealth Partners
Ohio
$549K -$2.68M -10,076 -83%
CWA
418
Clearview Wealth Advisors
Oregon
$548K -$45.4K -710 -8%
KW
419
KWB Wealth
California
$543K +$79.3K +1,241 +17%
BS
420
Boenning & Scattergood
Pennsylvania
$536K +$13.4K +200 +3%
GPA
421
Guerra Pan Advisors
New Jersey
$532K -$15K -235 -3%
SWM
422
Spire Wealth Management
Virginia
$532K -$6.71K -105 -1%
FA
423
Faithward Advisors
Pennsylvania
$532K +$447 +7 +0.1%
CFGS
424
Concourse Financial Group Securities
Alabama
$532K +$80.5K +1,260 +18%
RIL
425
Rothschild Investment LLC
Illinois
$529K +$44.1K +691 +9%
15 16
17
18 19