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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
1
LPL Financial
California
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$103M
3
Wells Fargo
3
Wells Fargo
California
$169M
4
AWM
4
AE Wealth Management
Kansas
$59M
5
SCA
5
Stuart Chaussee & Associates
California
$47.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$513M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.93M
4
Invesco
4
Invesco
Georgia
$593M
5
BAM
5
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$37.2M +$3.65M +54,387 +11%
PFS
27
Prospera Financial Services
Texas
$33M -$3.95M -58,912 -11%
SEI Investments
28
SEI Investments
Pennsylvania
$31.8M -$1.48M -22,088 -4%
NC
29
NewSquare Capital
Pennsylvania
$30.4M -$4.73M -70,509 -13%
BMM
30
Berkshire Money Management
Massachusetts
$30.2M +$23.2M +345,154 +327%
RJA
31
Raymond James & Associates
Florida
$30M +$387K +5,774 +1%
GF
32
Genworth Financial
Virginia
$29.5M +$309K +4,600 +1%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$29.2M -$8.83M -131,661 -23%
ACM
34
Armbruster Capital Management
New York
$27.8M +$3.33M +49,678 +14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$27M +$1.38M +20,596 +5%
Mariner
36
Mariner
Kansas
$26M +$21.6M +321,582 +487%
FSA
37
Financial Services Advisory
Maryland
$25.9M -$2.96M -44,139 -10%
PAG
38
Private Advisor Group
New Jersey
$25.8M +$2.39M +35,671 +10%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$24.6M -$2.35M -35,046 -9%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.5M +$132K +1,961 +0.5%
GI
41
Glovista Investments
New Jersey
$23.4M +$23.4M +348,846 New
Stifel Financial
42
Stifel Financial
Missouri
$23.3M +$1.13M +16,824 +5%
FWA
43
FSC Wealth Advisors
New York
$22.9M +$16.6M +246,992 +263%
SBL
44
Sargent Bickham Lagudis
Colorado
$22.5M -$318K -4,735 -1%
Two Sigma Investments
45
Two Sigma Investments
New York
$20.6M -$74.9M -1,116,800 -78%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$19.9M -$513K -7,641 -3%
WMSA
47
Weiss Multi-Strategy Advisers
New York
$17.3M +$9.6M +143,047 +124%
FNBT
48
FineMark National Bank & Trust
Florida
$17M +$602K +8,973 +4%
SSA
49
Schonfeld Strategic Advisors
New York
$16.9M +$6.65M +99,075 +65%
JWA
50
JFS Wealth Advisors
Pennsylvania
$16.4M -$311K -4,631 -2%
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