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Invesco S&P 500 Low Volatility ETF

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$557K +$557K +8,869 New
PTC
402
Private Trust Company
Ohio
$556K +$13.8K +219 +3%
EP
403
Eudaimonia Partners
Tennessee
$555K +$92.6K +1,474 +20%
RFN
404
Redwood Financial Network
Ohio
$550K -$30.3K -483 -5%
HS
405
Horan Securities
United States
$548K -$38.6K -614 -7%
CAI
406
Capital Advisors Inc
Oklahoma
$547K
MCM
407
MAI Capital Management
Ohio
$546K +$190K +3,030 +54%
PFT
408
Providence First Trust
Arizona
$546K -$1.43M -22,810 -72%
GC
409
Gratus Capital
Georgia
$543K
AWM
410
Atticus Wealth Management
Florida
$536K -$804K -12,806 -60%
AWA
411
Alta Wealth Advisors
Massachusetts
$534K +$19.5K +311 +4%
APA
412
Astoria Portfolio Advisors
New York
$532K +$3.2K +51 +0.6%
RA
413
Rockingstone Advisors
Massachusetts
$529K
TC
414
Telemus Capital
Michigan
$524K
LWM
415
Lodestone Wealth Management
Washington
$522K -$634K -10,091 -55%
VA
416
Valmark Advisers
Ohio
$520K +$8.17K +130 +2%
RIL
417
Rothschild Investment LLC
Illinois
$515K -$4.71K -75 -0.9%
GPA
418
Guerra Pan Advisors
New Jersey
$514K -$9.11K -145 -2%
P
419
&Partners
Tennessee
$514K
AWM
420
Accurate Wealth Management
Florida
$512K +$512K +8,136 New
CAG
421
Compass Advisory Group
New York
$510K +$5.15K +82 +1%
TA
422
TKG Advisors
Indiana
$507K -$29.1K -464 -5%
BlackRock
423
BlackRock
New York
$506K -$817 -13 -0.2%
BFG
424
Berger Financial Group
Minnesota
$504K -$78.5K -1,249 -13%
FA
425
Faithward Advisors
Pennsylvania
$503K +$438 +7 +0.1%