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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 %
TCOV
451
Trust Company of Vermont
Vermont
$428K
TSS
452
Two Sigma Securities
New York
$422K +$422K +6,718 New
SHA
453
Seneca House Advisors
Virginia
$412K -$2.7K -43 -0.7%
SWM
454
Segment Wealth Management
Texas
$412K
SWIG
455
Strategic Wealth Investment Group
Kentucky
$410K -$38.6K -614 -9%
KPWS
456
Kestra Private Wealth Services
Texas
$404K +$57K +908 +16%
PCIA
457
Prime Capital Investment Advisors
Kansas
$403K +$403K +6,420 New
WB
458
WesBanco Bank
West Virginia
$401K -$44.6K -711 -10%
CSI
459
Cross Staff Investments
New York
$397K
CCM
460
Crabel Capital Management
California
$390K +$390K +6,211 New
RBFC
461
Roman Butler Fullerton & Co
Missouri
$386K +$1.64K +26 +0.4%
RBC
462
Romano Brothers & Co
Illinois
$380K
AP
463
Appleton Partners
Massachusetts
$377K +$161K +2,560 +74%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$377K -$8.49K -127 -2%
HWA
465
HCR Wealth Advisors
California
$370K
CWM
466
Castle Wealth Management
Florida
$369K -$3.77K -60 -1%
DWM
467
Darwin Wealth Management
Florida
$369K -$4.7K -75 -1%
CCM
468
Cox Capital Management
Massachusetts
$368K +$1.01K +16 +0.3%
HI
469
Harbour Investments
Wisconsin
$366K -$211K -3,363 -37%
1WM
470
1900 Wealth Management
Texas
$363K +$6.72K +107 +2%
PSF
471
Pacific Sun Financial
California
$362K +$362K +5,796 New
JSW
472
Journey Strategic Wealth
New Jersey
$358K +$126 +2 +0%
SWM
473
SFG Wealth Management
Maryland
$357K +$92.7K +1,476 +35%
CG
474
CFO4Life Group
Texas
$356K +$1.7K +27 +0.5%
GI
475
Gradient Investments
Minnesota
$356K -$7.16K -114 -2%