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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
451
Wealth Alliance
New York
$428K
HIA
452
HTG Investment Advisors
Connecticut
$428K
BFO
453
Biltmore Family Office
North Carolina
$427K
TCOV
454
Trust Company of Vermont
Vermont
$425K
LI
455
LMCG Investments
Massachusetts
$423K +$65.5K +1,050 +18%
SHA
456
Seneca House Advisors
Virginia
$412K -$20K -321 -5%
EP
457
Edgestream Partners
New Jersey
$412K +$412K +6,595 New
WCG
458
Weaver Consulting Group
California
$409K +$409K +6,557 New
SWM
459
Segment Wealth Management
Texas
$409K -$1.06K -17 -0.3%
DA
460
Detalus Advisors
Missouri
$402K -$87.9K -1,409 -18%
CAWM
461
Capital Advisors Wealth Management
Washington
$397K -$80.2K -1,286 -17%
MWM
462
Modera Wealth Management
New Jersey
$395K +$10.7K +171 +3%
CSI
463
Cross Staff Investments
New York
$394K
RBFC
464
Roman Butler Fullerton & Co
Missouri
$390K +$639 +10 +0.2%
TWC
465
TD Waterhouse Canada
Ontario, Canada
$387K +$8.53K +127 +2%
PAG
466
Private Advisory Group
Washington
$385K +$63.8K +1,022 +20%
CWMGP
467
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$384K -$594K -9,513 -61%
FFA
468
Fragasso Financial Advisors
Pennsylvania
$384K -$291K -4,662 -43%
CPP
469
Capasso Planning Partners
South Carolina
$379K +$379K +6,080 New
DWM
470
Darwin Wealth Management
Florida
$379K -$296K -4,657 -44%
RBC
471
Romano Brothers & Co
Illinois
$378K
MCCA
472
Mill Creek Capital Advisors
Pennsylvania
$372K
CWM
473
Castle Wealth Management
Florida
$371K
HWA
474
HCR Wealth Advisors
California
$368K
CCM
475
Cox Capital Management
Massachusetts
$365K +$10.4K +166 +3%