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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.96%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$57.9M
2
PMAM
2
Picton Mahoney Asset Management
Ontario, Canada
$32.6M
3
APF
3
Alaska Permanent Fund
Alaska
$191M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$85.8M
3
LPL Financial
3
LPL Financial
California
$183M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
HNB
5
Huntington National Bank
Ohio
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$34.3M -$2.75M -46,741 -7%
PMAM
27
Picton Mahoney Asset Management
Ontario, Canada
$32.6M +$32.6M +554,262 New
HFS
28
Hantz Financial Services
Michigan
$32M -$5.67M -96,399 -15%
NC
29
NewSquare Capital
Pennsylvania
$29M +$7.78M +132,349 +37%
GF
30
Genworth Financial
Virginia
$26.3M – – –
ACM
31
Armbruster Capital Management
New York
$25.7M +$501K +8,514 +2%
HNB
32
Huntington National Bank
Ohio
$24.2M -$22.9M – –
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.1M -$415K -7,051 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$23.8M -$3.15M -53,591 -12%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$23.7M +$1.45M +24,745 +7%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$23.7M -$376K -6,389 -2%
PFS
37
Prospera Financial Services
Texas
$23.1M +$410K +6,982 +2%
Lido Advisors
38
Lido Advisors
California
$22.1M -$1.6M -27,297 -7%
RJA
39
Raymond James & Associates
Florida
$21.8M -$532K -9,052 -2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$127K +2,159 +0.6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$20.8M -$1.42M -24,234 -6%
PAG
42
Private Advisor Group
New Jersey
$20.1M -$658K -11,193 -3%
MTWSIF
43
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M +$19.1M +325,000 New
CAG
44
Csenge Advisory Group
Florida
$17M -$314K -5,349 -2%
ST
45
Spinnaker Trust
Maine
$16.2M +$53.2K +905 +0.3%
Stifel Financial
46
Stifel Financial
Missouri
$16M +$1.32M +22,491 +9%
HighTower Advisors
47
HighTower Advisors
Illinois
$16M +$7.56M +128,564 +90%
JWA
48
JFS Wealth Advisors
Pennsylvania
$14.2M -$285K -4,853 -2%
CWP
49
Cyndeo Wealth Partners
Florida
$14.1M -$104K -1,766 -0.7%
TRCT
50
Tower Research Capital (TRC)
New York
$13.4M +$13.4M +228,051 +114,026%
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