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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 %
ECAM
451
East Coast Asset Management
Massachusetts
$460K +$460K +7,191 New
HAIM
452
Hunter Associates Investment Management
Pennsylvania
$454K +$454K +7,100 New
CA
453
Clearstead Advisors
Ohio
$447K – – –
SL
454
Salomon & Ludwin
Virginia
$445K – – –
SC
455
Solstein Capital
California
$444K -$17.4K -273 -4%
SHA
456
Seneca House Advisors
Virginia
$442K -$67K -1,049 -13%
AGA
457
Arkos Global Advisors
Texas
$441K – – –
JWM
458
Jackson Wealth Management
Florida
$439K +$439K +6,869 New
WA
459
Wealth Alliance
New York
$438K – – –
GI
460
Gradient Investments
Minnesota
$438K -$38.1K -596 -8%
HIA
461
HTG Investment Advisors
Connecticut
$438K +$438K +6,853 New
BFO
462
Biltmore Family Office
North Carolina
$437K – – –
TCOV
463
Trust Company of Vermont
Vermont
$435K – – –
KFGK
464
Keystone Financial Group (Kentucky)
Kentucky
$431K +$82K +1,283 +24%
JSW
465
Journey Strategic Wealth
New Jersey
$430K +$65.8K +1,030 +18%
SWM
466
Segment Wealth Management
Texas
$420K -$3.71K -58 -0.9%
RB
467
Richmond Brothers
Michigan
$409K -$11.4K -178 -3%
MA
468
Mutual Advisors
Nebraska
$408K +$511 +8 +0.1%
CSI
469
Cross Staff Investments
New York
$404K -$26.7K -418 -6%
PCIA
470
Prime Capital Investment Advisors
Kansas
$402K +$402K +6,298 New
B
471
Bailard
California
$402K -$82.6K -1,292 -17%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$395K +$40K +626 +11%
MWM
473
Modera Wealth Management
New Jersey
$394K +$66.6K +1,042 +20%
RBFC
474
Roman Butler Fullerton & Co
Missouri
$393K +$1.61K +25 +0.4%
RBC
475
Romano Brothers & Co
Illinois
$387K – – –
17 18
19
20 21