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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
451
Lido Advisors
California
$336K – – –
WMA
452
Wealth Management Associates
New Jersey
$335K +$335 +5 +0.1%
NSIM
453
North Star Investment Management
Illinois
$335K – – –
AWM
454
Apollon Wealth Management
South Carolina
$334K -$11.1K -166 -3%
PW
455
Peninsula Wealth
California
$330K – – –
ESB
456
Essex Savings Bank
Connecticut
$329K – – –
SCA
457
Snowden Capital Advisors
New York
$324K +$66.9K +1,000 +26%
NL
458
NWAM LLC
Washington
$322K +$322K +4,798 New
SFG
459
StrategIQ Financial Group
Indiana
$320K -$10.1K -150 -3%
SWM
460
SFG Wealth Management
Maryland
$320K +$67 +1 +0%
DP
461
Divergent Planning
Maryland
$319K – – –
RIA
462
Regal Investment Advisors
Michigan
$316K +$62.6K +934 +25%
CPO
463
Cerity Partners OCIO
New York
$315K +$805 +12 +0.3%
VC
464
Veracity Capital
Georgia
$309K -$40.4K -601 -12%
FWP
465
Falcon Wealth Planning
California
$309K – – –
JCM
466
Jacobi Capital Management
Pennsylvania
$309K +$8.25K +123 +3%
WA
467
Win Advisors
Florida
$307K -$8.38M -124,956 -96%
CG
468
CFO4Life Group
Texas
$305K +$1.54K +23 +0.5%
FHC
469
First Heartland Consultants
Missouri
$304K +$1.41K +21 +0.5%
MLA
470
My Legacy Advisors
Oregon
$304K +$304K +4,537 New
MHS
471
M Holdings Securities
Oregon
$301K +$301K +4,487 New
RSWM
472
Robertson Stephens Wealth Management
California
$298K – – –
APP
473
Avantax Planning Partners
Iowa
$296K – – –
OPS
474
Orion Portfolio Solutions
Nebraska
$295K -$152K -2,271 -34%
KFS
475
Kaizen Financial Strategies
California
$295K +$80.5K +1,200 +38%
17 18
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