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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 %
AWM
526
Apollon Wealth Management
South Carolina
$272K -$18K -289 -6%
MPW
527
MGO Private Wealth
California
$272K -$58.2K -932 -18%
FGA
528
Fortis Group Advisors
New Jersey
$268K +$268K +4,195 New
CFS
529
CRA Financial Services
New Jersey
$266K +$374 +6 +0.1%
G
530
GenTrust
Florida
$264K -$31.2K -500 -11%
ZF
531
Zhang Financial
Michigan
$264K
SWM
532
SFG Wealth Management
Maryland
$262K +$11.7K +187 +5%
SB
533
Strategic Blueprint
Georgia
$261K -$15.2K -244 -6%
HBW
534
Hazlett, Burt & Watson
West Virginia
$260K -$13.5K -217 -5%
RB
535
Richmond Brothers
Michigan
$259K -$141K -2,264 -35%
BWP
536
Balboa Wealth Partners
Arizona
$257K
CFGSD
537
Compass Financial Group (South Dakota)
South Dakota
$257K +$1.37K +22 +0.5%
ESB
538
Essex Savings Bank
Connecticut
$256K -$49.6K -795 -16%
MWM
539
Merriman Wealth Management
Washington
$256K +$1.06K +17 +0.4%
FCH
540
Freestone Capital Holdings
Washington
$254K
FWA
541
FOCUS Wealth Advisors
Texas
$254K +$254K +4,076 New
MHS
542
M Holdings Securities
Oregon
$253K -$2.17K -35 -0.9%
OIA
543
OneDigital Investment Advisors
Kansas
$251K +$250 +4 +0.1%
IGWM
544
ICA Group Wealth Management
Colorado
$250K -$67.1K -1,075 -21%
GGS
545
Galvin Gaustad & Stein
Arizona
$249K
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$248K +$312 +5 +0.1%
LFG
547
Larson Financial Group
Missouri
$248K +$77.9K +1,248 +46%
CFGS
548
Concourse Financial Group Securities
Alabama
$247K -$273K -4,367 -53%
EWM
549
EPG Wealth Management
Georgia
$246K +$1.37K +22 +0.6%
MSFS
550
Main Street Financial Solutions
Pennsylvania
$245K +$749 +12 +0.3%