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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 %
VVP
401
Venture Visionary Partners
Ohio
$563K -$23K -368 -4%
WA
402
Waverly Advisors
Alabama
$546K
CAI
403
Capital Advisors Inc
Oklahoma
$543K +$543K +8,708 New
KW
404
KWB Wealth
California
$543K
GC
405
Gratus Capital
Georgia
$539K
PTC
406
Private Trust Company
Ohio
$539K -$121K -1,934 -18%
TA
407
TKG Advisors
Indiana
$533K -$18.3K -294 -3%
RA
408
Rockingstone Advisors
Massachusetts
$526K +$61.8K +990 +13%
APA
409
Astoria Portfolio Advisors
New York
$526K -$32.4K -519 -6%
TC
410
Telemus Capital
Michigan
$520K -$225K -3,603 -30%
GPA
411
Guerra Pan Advisors
New Jersey
$520K
Brown Advisory
412
Brown Advisory
Maryland
$519K -$141K -2,254 -21%
IA
413
Insight Advisors
Pennsylvania
$519K -$211K -3,385 -29%
TA
414
TrueWealth Advisors
Alabama
$518K -$39.1K -626 -7%
RIL
415
Rothschild Investment LLC
Illinois
$517K
AWA
416
Alta Wealth Advisors
Massachusetts
$511K -$153K -2,456 -23%
P
417
&Partners
Tennessee
$510K
FA
418
Faithward Advisors
Pennsylvania
$509K -$18K -285 -3%
VA
419
Valmark Advisers
Ohio
$508K -$936 -15 -0.2%
BlackRock
420
BlackRock
New York
$503K
GFL
421
Granite FO LLC
New Hampshire
$503K
CAG
422
Compass Advisory Group
New York
$502K +$2.87K +46 +0.6%
VAS
423
Valicenti Advisory Services
New York
$501K -$2.15M -34,422 -81%
V
424
Veritable
Delaware
$500K
PA
425
Pinnacle Associates
New York
$500K +$62 +1 +0%