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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 %
P
426
&Partners
Tennessee
$523K -$5.43K -85 -1%
VA
427
Valmark Advisers
Ohio
$522K -$99.9K -1,564 -16%
SW
428
SVB Wealth
Massachusetts
$521K +$521K +8,152 New
BlackRock
429
BlackRock
New York
$516K -$986K -15,427 -66%
CAG
430
Compass Advisory Group
New York
$515K +$2.83K +44 +0.6%
GFL
431
Granite FO LLC
New Hampshire
$513K +$513K +7,870 New
V
432
Veritable
Delaware
$512K – – –
PA
433
Pinnacle Associates
New York
$512K +$128 +2 +0%
JWS
434
Juncture Wealth Strategies
Arizona
$510K -$47.9K -750 -9%
WWM
435
Wagner Wealth Management
South Carolina
$507K -$44.7K -700 -8%
FCM
436
Family Capital Management
Michigan
$503K +$503K +7,874 New
DA
437
Detalus Advisors
Missouri
$501K +$3.13K +49 +0.6%
PIA
438
Panoramic Investment Advisors
Colorado
$496K +$496K +7,758 New
JCM
439
Jacobi Capital Management
Pennsylvania
$495K +$15.3K +239 +3%
GLLW
440
Graves Light Lenhart Wealth
Virginia
$492K -$18.6K -291 -4%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$491K – – –
CAWM
442
Capital Advisors Wealth Management
Washington
$489K +$27.4K +429 +6%
EC
443
Estate Counselors
Wisconsin
$486K – – –
PAM
444
Peak Asset Management
Colorado
$486K +$31.8K +497 +7%
GCA
445
Gradient Capital Advisors
California
$484K – – –
IC
446
Iconiq Capital
California
$479K – – –
RA
447
Rockingstone Advisors
Massachusetts
$475K +$475K +7,440 New
BFPW
448
BOK Financial Private Wealth
Colorado
$464K – – –
HFA
449
High Falls Advisors
New York
$463K -$190K -2,966 -29%
SG
450
StoneX Group
New York
$460K -$7.67K -120 -2%
16 17
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