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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
10.95%
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
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
476
Carr Financial Group
Massachusetts
$312K +$25.9K +432 +9%
KDA
477
Kraft Davis & Associates
Missouri
$311K – – –
CWA
478
Clearview Wealth Advisors
Oregon
$311K -$100K -1,703 -24%
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$310K -$9.29K -158 -3%
IA
480
IAM Advisory
Pennsylvania
$309K +$21.6K +367 +7%
HBW
481
Hazlett, Burt & Watson
West Virginia
$308K +$62.2K +1,057 +25%
MCCA
482
Mill Creek Capital Advisors
Pennsylvania
$305K – – –
HWA
483
HCR Wealth Advisors
California
$305K -$41.6K -708 -12%
SF
484
Summit Financial
New Jersey
$303K +$14.5K +247 +5%
TWC
485
TD Waterhouse Canada
Ontario, Canada
$303K -$36.1K -600 -11%
WDL
486
Well Done LLC
Michigan
$303K -$3.88K -66 -1%
LWMG
487
Levy Wealth Management Group
Pennsylvania
$302K -$19.6K -333 -6%
GHA
488
GW Henssler & Associates
Georgia
$300K – – –
JWS
489
Juncture Wealth Strategies
Arizona
$299K – – –
BFA
490
Beacon Financial Advisory
Ohio
$296K +$823 +14 +0.3%
PI
491
PineBridge Investments
New York
$296K +$296K +5,028 New
WWM
492
WJ Wealth Management
Arizona
$295K -$20K -340 -6%
IP
493
Intellectus Partners
California
$294K +$88.5K +1,506 +43%
CS
494
Credit Suisse
Switzerland
$294K -$3.86M -65,676 -93%
FGA
495
Fortis Group Advisors
New Jersey
$294K +$294K +4,709 New
CIA
496
Choate Investment Advisors
Massachusetts
$294K – – –
CG
497
CFO4Life Group
Texas
$293K -$40.4K -688 -12%
BAM
498
Belpointe Asset Management
Nevada
$291K +$1.12K +19 +0.4%
WMA
499
Wealth Management Associates
New Jersey
$288K +$294 +5 +0.1%
SFA
500
Sequoia Financial Advisors
Ohio
$288K -$30.2K -514 -9%
18 19
20
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