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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 %
Brown Advisory
401
Brown Advisory
Maryland
$489K -$137K -2,326 -22%
TA
402
TKG Advisors
Indiana
$489K +$14.2K +241 +3%
PFO
403
Pathstone Family Office
New Jersey
$488K +$488K +8,307 New
PFT
404
Providence First Trust
Arizona
$487K -$23.5K -400 -5%
RA
405
Rockingstone Advisors
Massachusetts
$486K -$9.11K -155 -2%
FA
406
Faithward Advisors
Pennsylvania
$481K +$538 +9 +0.1%
P
407
&Partners
Tennessee
$481K – – –
CAG
408
Compass Advisory Group
New York
$481K +$3.12K +53 +0.7%
ACA
409
Aptus Capital Advisors
Alabama
$477K +$318K +5,417 +201%
GPA
410
Guerra Pan Advisors
New Jersey
$477K -$4.47K -76 -0.9%
BlackRock
411
BlackRock
New York
$474K – – –
JCM
412
Jacobi Capital Management
Pennsylvania
$473K +$2.82K +48 +0.6%
TC
413
Telemus Capital
Michigan
$469K -$21.2K -361 -4%
BF
414
BOK Financial
Oklahoma
$464K – – –
FCM
415
Family Capital Management
Michigan
$463K – – –
GFL
416
Granite FO LLC
New Hampshire
$463K – – –
RIL
417
Rothschild Investment LLC
Illinois
$459K -$23.5K -400 -5%
PCM
418
Prelude Capital Management
New York
$456K +$456K +7,760 New
BFG
419
Berger Financial Group
Minnesota
$456K -$15.6K -266 -3%
GLLW
420
Graves Light Lenhart Wealth
Virginia
$449K – – –
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$444K -$95.8K -1,630 -18%
PIA
422
Panoramic Investment Advisors
Colorado
$444K +$444K +7,553 New
SWA
423
SFMG Wealth Advisors
Texas
$443K -$59 -1 -0%
IC
424
Iconiq Capital
California
$441K – – –
MA
425
Mutual Advisors
Nebraska
$428K +$235 +4 +0.1%
15 16
17
18 19