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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 %
BWA
501
Burt Wealth Advisors
Maryland
$319K
GHA
502
GW Henssler & Associates
Georgia
$318K
GA
503
Gateway Advisory
New Jersey
$316K
FAT
504
First American Trust
California
$315K +$3.68K +59 +1%
BFA
505
Beacon Financial Advisory
Ohio
$313K +$811 +13 +0.3%
CCM
506
Coldstream Capital Management
Washington
$312K
CIA
507
Choate Investment Advisors
Massachusetts
$312K
KIG
508
Kowal Investment Group
Wisconsin
$308K +$78.2K +1,253 +34%
PW
509
Peninsula Wealth
California
$307K
CWM
510
Cornerstone Wealth Management
Missouri
$306K +$306K +4,912 New
WMA
511
Wealth Management Associates
New Jersey
$305K +$312 +5 +0.1%
SCA
512
Snowden Capital Advisors
New York
$302K -$534K -8,553 -64%
WFAG
513
Worth Financial Advisory Group
North Carolina
$301K -$7.8K -125 -3%
WA
514
WBH Advisory
Maryland
$300K +$300K +4,813 New
WI
515
WBI Investments
New Jersey
$300K +$300K +4,803 New
NB
516
Northwest Bancshares
Pennsylvania
$296K -$17K -272 -5%
DP
517
Divergent Planning
Maryland
$294K
RSWM
518
Robertson Stephens Wealth Management
California
$290K +$12K +193 +4%
PIAS
519
PCA Investment Advisory Services
Ohio
$289K +$289K +4,623 New
FWP
520
Falcon Wealth Planning
California
$287K
MIM
521
Moseley Investment Management
Florida
$285K -$8.74K -140 -3%
APP
522
Avantax Planning Partners
Iowa
$279K -$6.24K -100 -2%
NDSI
523
Newman Dignan & Sheerar Inc
Rhode Island
$276K
BCP
524
Berkeley Capital Partners
Georgia
$275K -$12.7K -203 -4%
CAG
525
Curtis Advisory Group
California
$274K