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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 %
Northern Trust
501
Northern Trust
Illinois
$316K -$6.6K -105 -2%
BFA
502
Beacon Financial Advisory
Ohio
$315K +$817 +13 +0.3%
CCM
503
Coldstream Capital Management
Washington
$314K
CIA
504
Choate Investment Advisors
Massachusetts
$314K
TF
505
TLWM Financial
Texas
$312K -$24.7K -394 -7%
BAM
506
Belpointe Asset Management
Nevada
$310K -$4.46M -71,023 -94%
KWA
507
Kingswood Wealth Advisors
California
$310K +$310K +4,936 New
PW
508
Peninsula Wealth
California
$309K
SF
509
Summit Financial
New Jersey
$308K +$308K +4,911 New
WMA
510
Wealth Management Associates
New Jersey
$307K +$314 +5 +0.1%
IA
511
IAM Advisory
Pennsylvania
$307K -$33.9K -539 -10%
CWMGP
512
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$306K -$80.3K -1,278 -21%
WWM
513
Windsor Wealth Management
Indiana
$305K -$20.8K -332 -6%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$302K +$86.1K +1,370 +40%
CFG
515
Carr Financial Group
Massachusetts
$300K -$137K -2,187 -31%
WA
516
WBH Advisory
Maryland
$299K -$2.95K -47 -1%
OIA
517
OneDigital Investment Advisors
Kansas
$299K +$45.9K +731 +18%
IW
518
Imprint Wealth
South Carolina
$298K -$44K -700 -13%
NB
519
Northwest Bancshares
Pennsylvania
$298K
CFGS
520
Concourse Financial Group Securities
Alabama
$296K +$47.6K +758 +19%
DP
521
Divergent Planning
Maryland
$296K
ARC
522
Advisor Resource Council
Texas
$295K -$342K -5,440 -54%
AFG
523
Arkansas Financial Group
Arkansas
$293K +$293K +4,661 New
PIAS
524
PCA Investment Advisory Services
Ohio
$292K +$1.57K +25 +0.5%
RSWM
525
Robertson Stephens Wealth Management
California
$291K