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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
476
CIBC World Market
Ontario, Canada
$363K -$22.8K -366 -6%
1WM
477
1900 Wealth Management
Texas
$363K
DBRC
478
D.B. Root & Company
Pennsylvania
$361K -$12.1K -194 -3%
GI
479
Gradient Investments
Minnesota
$360K -$67.4K -1,081 -16%
SS
480
Simplicity Solutions
Minnesota
$359K +$359K +5,749 New
JSW
481
Journey Strategic Wealth
New Jersey
$356K -$64.3K -1,030 -15%
MCM
482
MAI Capital Management
Ohio
$353K +$2.75K +44 +0.8%
CG
483
CFO4Life Group
Texas
$352K +$64.1K +1,027 +22%
WDL
484
Well Done LLC
Michigan
$351K
LWM
485
Ledge Wealth Management
Minnesota
$346K
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$345K -$252K -4,045 -42%
KPWS
487
Kestra Private Wealth Services
Texas
$345K +$69.8K +1,118 +25%
IW
488
Imprint Wealth
South Carolina
$340K +$340K +5,451 New
LWMG
489
Levy Wealth Management Group
Pennsylvania
$340K +$2K +32 +0.6%
IA
490
IAM Advisory
Pennsylvania
$339K +$1.5K +24 +0.4%
SFA
491
Sequoia Financial Advisors
Ohio
$338K -$16.1K -258 -5%
TF
492
TLWM Financial
Texas
$335K -$10.3K -165 -3%
TCM
493
Tufton Capital Management
Maryland
$334K -$12.5K -200 -4%
MCCP
494
Mission Creek Capital Partners
California
$332K
WWM
495
Windsor Wealth Management
Indiana
$329K
IP
496
Ignite Planners
California
$329K -$1.9K -30 -0.6%
CTC
497
Central Trust Company
Missouri
$323K +$212K +3,403 +192%
AL
498
ACAS LLC
California
$321K -$10.9K -175 -3%
Northern Trust
499
Northern Trust
Illinois
$320K -$347K -5,558 -52%
GVAG
500
Great Valley Advisor Group
Delaware
$319K +$47.7K +765 +18%