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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 %
FWP
526
Falcon Wealth Planning
California
$289K -$63 -1 -0%
AF
527
Advisornet Financial
Minnesota
$287K +$207K +3,303 +260%
MIM
528
Moseley Investment Management
Florida
$284K -$2.83K -45 -1%
CAWM
529
Capital Advisors Wealth Management
Washington
$282K -$117K -1,869 -29%
GA
530
Gateway Advisory
New Jersey
$276K -$41.8K -665 -13%
CAG
531
Curtis Advisory Group
California
$276K
ACM
532
Advance Capital Management
Michigan
$274K +$274K +4,355 New
AL
533
ACAS LLC
California
$271K -$52.1K -830 -16%
CFS
534
CRA Financial Services
New Jersey
$268K +$314 +5 +0.1%
WFAG
535
Worth Financial Advisory Group
North Carolina
$268K -$35.2K -561 -12%
WCG
536
Weaver Consulting Group
California
$268K -$144K -2,298 -35%
G
537
GenTrust
Florida
$266K
ZF
538
Zhang Financial
Michigan
$265K
HBW
539
Hazlett, Burt & Watson
West Virginia
$263K +$189 +3 +0.1%
CFGSD
540
Compass Financial Group (South Dakota)
South Dakota
$260K +$1.38K +22 +0.5%
MWM
541
Merriman Wealth Management
Washington
$258K +$1.07K +17 +0.4%
FAT
542
First American Trust
California
$258K -$59.7K -949 -19%
ESB
543
Essex Savings Bank
Connecticut
$258K
FCH
544
Freestone Capital Holdings
Washington
$256K
SFS
545
Security Financial Services
Indiana
$254K +$254K +4,041 New
NDSI
546
Newman Dignan & Sheerar Inc
Rhode Island
$253K -$25.1K -400 -9%
IGWM
547
ICA Group Wealth Management
Colorado
$253K +$1.19K +19 +0.5%
GGS
548
Galvin Gaustad & Stein
Arizona
$250K
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$250K +$63 +1 +0%
EWM
550
EPG Wealth Management
Georgia
$249K +$1.45K +23 +0.6%