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Invesco S&P 500 Low Volatility ETF

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
476
Valicenti Advisory Services
New York
$353K -$151K -2,398 -30%
DA
477
Detalus Advisors
Missouri
$352K -$52.7K -839 -13%
SS
478
Simplicity Solutions
Minnesota
$351K -$10.1K -160 -3%
B
479
Bailard
California
$349K -$97.4K -1,550 -22%
SCA
480
Snowden Capital Advisors
New York
$346K +$41.5K +660 +14%
LWM
481
Ledge Wealth Management
Minnesota
$345K -$3.96K -63 -1%
LWMG
482
Levy Wealth Management Group
Pennsylvania
$344K +$1.95K +31 +0.6%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$341K -$6.28K -100 -2%
SFA
484
Sequoia Financial Advisors
Ohio
$340K
IP
485
Investment Partners
Ohio
$336K +$95.5K +1,521 +40%
WWM
486
WJ Wealth Management
Arizona
$336K +$336K +5,350 New
KDA
487
Kraft Davis & Associates
Missouri
$335K +$335K +5,372 New
MCCP
488
Mission Creek Capital Partners
California
$334K
CIBC World Market
489
CIBC World Market
Ontario, Canada
$334K -$31.4K -500 -9%
GVAG
490
Great Valley Advisor Group
Delaware
$334K +$11.2K +178 +3%
WI
491
WBI Investments
New Jersey
$331K +$29.7K +473 +10%
WDL
492
Well Done LLC
Michigan
$328K -$25.9K -413 -7%
KIG
493
Kowal Investment Group
Wisconsin
$327K +$16.9K +269 +5%
HSA
494
HBK Sorce Advisory
Pennsylvania
$327K +$106K +1,680 +48%
MCCA
495
Mill Creek Capital Advisors
Pennsylvania
$326K -$48.5K -772 -13%
S
496
SignatureFD
Georgia
$323K +$119K +1,899 +58%
TCM
497
Tufton Capital Management
Maryland
$323K -$13.3K -212 -4%
USCWA
498
U.S. Capital Wealth Advisors
Texas
$322K -$453K -7,219 -58%
GHA
499
GW Henssler & Associates
Georgia
$320K
JWS
500
Juncture Wealth Strategies
Arizona
$319K -$115K -1,833 -26%