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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 %
KL
501
KWMG LLC
Kansas
$287K -$243K -4,132 -46%
IP
502
Investment Partners
Ohio
$287K -$28K -476 -9%
LWM
503
Lodestone Wealth Management
Washington
$285K -$203K -3,456 -42%
PW
504
Peninsula Wealth
California
$284K – – –
DP
505
Divergent Planning
Maryland
$277K – – –
ARC
506
Advisor Resource Council
Texas
$276K -$118 -2 -0%
AFG
507
Arkansas Financial Group
Arkansas
$274K +$412 +7 +0.2%
TI
508
Trexquant Investment
Connecticut
$274K +$274K +4,658 New
RSWM
509
Robertson Stephens Wealth Management
California
$273K – – –
FWP
510
Falcon Wealth Planning
California
$271K – – –
WWM
511
Windsor Wealth Management
Indiana
$267K -$19.3K -327 -7%
MIM
512
Moseley Investment Management
Florida
$266K – – –
PIAS
513
PCA Investment Advisory Services
Ohio
$266K -$7.23K -123 -3%
SCA
514
Snowden Capital Advisors
New York
$265K -$58.8K -1,000 -18%
GT
515
Glenmede Trust
Pennsylvania
$260K +$72.8K +1,239 +39%
MPW
516
MGO Private Wealth
California
$256K +$256K +4,358 New
Northern Trust
517
Northern Trust
Illinois
$256K -$39.4K -670 -13%
CFGS
518
Concourse Financial Group Securities
Alabama
$255K -$21.6K -367 -8%
NB
519
Northwest Bancshares
Pennsylvania
$254K -$25.4K -432 -9%
CFS
520
CRA Financial Services
New Jersey
$251K +$411 +7 +0.2%
AL
521
ACAS LLC
California
$250K -$3.82K -65 -2%
WFAG
522
Worth Financial Advisory Group
North Carolina
$249K -$2.06K -35 -0.8%
G
523
GenTrust
Florida
$249K – – –
ZF
524
Zhang Financial
Michigan
$249K – – –
OIA
525
OneDigital Investment Advisors
Kansas
$246K -$33.5K -570 -12%
19 20
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