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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 %
V
426
Veritable
Delaware
$503K
JCM
427
Jacobi Capital Management
Pennsylvania
$502K +$2.7K +43 +0.5%
AC
428
Avestar Capital
New York
$501K +$501K +7,973 New
BF
429
BOK Financial
Oklahoma
$499K +$8.67K +138 +2%
FCM
430
Family Capital Management
Michigan
$495K
GFL
431
Granite FO LLC
New Hampshire
$494K
GLLW
432
Graves Light Lenhart Wealth
Virginia
$484K
SWA
433
SFMG Wealth Advisors
Texas
$473K -$98K -1,560 -17%
IC
434
Iconiq Capital
California
$471K
SG
435
StoneX Group
New York
$469K +$14.3K +227 +3%
MA
436
Mutual Advisors
Nebraska
$457K -$2.58K -41 -0.6%
BFPW
437
BOK Financial Private Wealth
Colorado
$456K
PA
438
Pinnacle Associates
New York
$456K -$47K -749 -9%
HFA
439
High Falls Advisors
New York
$455K +$1.19K +19 +0.3%
GCA
440
Gradient Capital Advisors
California
$454K -$3.14K -50 -0.7%
ECAM
441
East Coast Asset Management
Massachusetts
$452K
FFA
442
Fragasso Financial Advisors
Pennsylvania
$446K +$59.7K +950 +15%
TA
443
TrueWealth Advisors
Alabama
$440K -$81.5K -1,298 -16%
MIM
444
Merrion Investment Management
New Jersey
$440K -$188K -3,000 -30%
CWA
445
Clearview Wealth Advisors
Oregon
$439K -$54.3K -865 -11%
SL
446
Salomon & Ludwin
Virginia
$438K +$63 +1 +0%
DAS
447
Dynamic Advisor Solutions
Arizona
$436K -$427K -6,801 -49%
AGA
448
Arkos Global Advisors
Texas
$432K -$2.01K -32 -0.5%
HIA
449
HTG Investment Advisors
Connecticut
$430K
BFO
450
Biltmore Family Office
North Carolina
$430K