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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
476
TD Waterhouse Canada
Ontario, Canada
$386K -$61.6K -900 -14%
DBRC
477
D.B. Root & Company
Pennsylvania
$383K -$60.5K -947 -14%
MCCA
478
Mill Creek Capital Advisors
Pennsylvania
$381K +$381K +5,958 New
CWM
479
Castle Wealth Management
Florida
$379K – – –
HWA
480
HCR Wealth Advisors
California
$376K – – –
CW
481
CreativeOne Wealth
Kansas
$376K +$32.6K +509 +9%
TSS
482
Two Sigma Securities
New York
$373K -$358K -5,606 -49%
PSF
483
Pacific Sun Financial
California
$370K +$6.39K +100 +2%
LI
484
LMCG Investments
Massachusetts
$367K +$37.4K +586 +11%
1WM
485
1900 Wealth Management
Texas
$363K – – –
CCM
486
Cox Capital Management
Massachusetts
$363K +$363K +5,676 New
SFA
487
Sequoia Financial Advisors
Ohio
$362K +$33K +516 +10%
WDL
488
Well Done LLC
Michigan
$359K +$359K +5,628 New
MCM
489
MAI Capital Management
Ohio
$359K – – –
LWM
490
Ledge Wealth Management
Minnesota
$355K – – –
TCM
491
Tufton Capital Management
Maryland
$355K – – –
TF
492
TLWM Financial
Texas
$353K -$1.4M -21,917 -80%
MIH
493
Meitav Investment House
Israel
$348K -$31.3K -490 -8%
LWMG
494
Levy Wealth Management Group
Pennsylvania
$346K +$1.92K +30 +0.6%
IA
495
IAM Advisory
Pennsylvania
$346K +$57K +892 +20%
AL
496
ACAS LLC
California
$340K +$340K +5,324 New
MCCP
497
Mission Creek Capital Partners
California
$340K – – –
MPW
498
MGO Private Wealth
California
$338K +$1.47K +23 +0.4%
WWM
499
Windsor Wealth Management
Indiana
$337K – – –
IP
500
Ignite Planners
California
$330K +$330K +5,217 New
18 19
20
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