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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 %
PAG
501
Private Advisory Group
Washington
$329K -$206K -3,219 -38%
BWA
502
Burt Wealth Advisors
Maryland
$326K +$27.1K +424 +9%
GHA
503
GW Henssler & Associates
Georgia
$326K -$5.82K -91 -2%
IGWM
504
ICA Group Wealth Management
Colorado
$324K -$9.14K -143 -3%
GA
505
Gateway Advisory
New Jersey
$324K -$630K -9,843 -66%
NB
506
Northwest Bancshares
Pennsylvania
$321K – – –
CWM
507
Collaborative Wealth Management
Florida
$321K +$7.03K +110 +2%
NSIM
508
North Star Investment Management
Illinois
$320K – – –
CCM
509
Coldstream Capital Management
Washington
$320K +$320K +5,000 New
BFA
510
Beacon Financial Advisory
Ohio
$319K -$10.2K -160 -3%
CIA
511
Choate Investment Advisors
Massachusetts
$319K – – –
FAT
512
First American Trust
California
$319K -$45.8K -717 -13%
WFAG
513
Worth Financial Advisory Group
North Carolina
$316K +$316K +4,952 New
HT
514
Headlands Technologies
Illinois
$315K +$315K +4,934 New
PW
515
Peninsula Wealth
California
$314K – – –
ESB
516
Essex Savings Bank
Connecticut
$313K – – –
WMA
517
Wealth Management Associates
New Jersey
$312K +$319 +5 +0.1%
BCG
518
Breakwater Capital Group
New Jersey
$311K +$311K +4,866 New
RWB
519
RMR Wealth Builders
New Jersey
$309K +$831 +13 +0.3%
CF
520
Centaurus Financial
California
$308K +$18.8K +294 +6%
ACA
521
Atlas Capital Advisors
Wyoming
$304K +$304K +4,765 New
WWM
522
WJ Wealth Management
Arizona
$304K +$304K +4,750 New
G
523
GenTrust
Florida
$302K -$32.5K -509 -10%
MIM
524
Moseley Investment Management
Florida
$301K -$37.4K -585 -11%
DP
525
Divergent Planning
Maryland
$301K – – –
19 20
21
22 23