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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$513M
2
Two Sigma Investments
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$3.93M
4
Invesco
Invesco
Georgia
$593M
5
BAM
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
476
Weaver Consulting Group
California
$294K +$294K +4,381 New
IP
477
Intellectus Partners
California
$293K -$70.2K -1,046 -19%
MC
478
Moors & Cabot
Massachusetts
$292K +$292K +4,354 New
CCP
479
Corient Capital Partners
California
$282K – – –
TC
480
Telemus Capital
Michigan
$280K – – –
RC
481
RegentAtlantic Capital
New Jersey
$279K +$279K +4,161 New
MWM
482
Merriman Wealth Management
Washington
$276K +$941 +14 +0.3%
QC
483
QCM Cayman
Texas
$276K +$276K +4,113 New
RIA
484
Richwood Investment Advisors
Ohio
$275K – – –
FCH
485
Freestone Capital Holdings
Washington
$274K +$274K +4,078 New
EFG
486
Everhart Financial Group
Ohio
$270K +$37.4K +557 +16%
CPFP
487
Clear Perspectives Financial Planning
Ohio
$268K -$10.1K -150 -4%
GGS
488
Galvin Gaustad & Stein
Arizona
$267K -$11.7K -175 -4%
EWM
489
EPG Wealth Management
Georgia
$266K +$1.34K +20 +0.5%
WH
490
Whitcomb & Hess
Ohio
$264K -$22.2K -332 -8%
Cerity Partners
491
Cerity Partners
New York
$264K +$26.9K +401 +11%
MCWS
492
McKinley Carter Wealth Services
West Virginia
$263K -$13.2K -196 -5%
TCMP
493
Thrive Capital Management (Pennsylvania)
Pennsylvania
$263K – – –
CWA
494
Centennial Wealth Advisory
Michigan
$262K -$69.6K -1,039 -21%
WC
495
Wealth CMT
New Jersey
$262K +$58.6K +875 +29%
BSW
496
Buckingham Strategic Wealth
Missouri
$262K +$262K +3,907 New
M&T Bank
497
M&T Bank
New York
$255K – – –
TC
498
Tatro Capital
Kentucky
$253K – – –
PMFA
499
Plante Moran Financial Advisors
Michigan
$252K -$45.2K -673 -15%
FPAS
500
Focus Partners Advisor Solutions
Missouri
$251K +$251K +3,747 New
18 19
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