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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 %
IW
526
Imprint Wealth
South Carolina
$246K -$33.6K -572 -12%
CFGSD
527
Compass Financial Group (South Dakota)
South Dakota
$245K +$1.41K +24 +0.6%
GVAG
528
Great Valley Advisor Group
Delaware
$244K -$68K -1,155 -22%
TCM
529
Tufton Capital Management
Maryland
$243K -$58.8K -1,000 -19%
FFM
530
Forum Financial Management
Illinois
$243K +$243K +4,135 New
MWM
531
Merriman Wealth Management
Washington
$243K +$1.12K +19 +0.5%
ESB
532
Essex Savings Bank
Connecticut
$241K – – –
FCH
533
Freestone Capital Holdings
Washington
$240K – – –
IGWM
534
ICA Group Wealth Management
Colorado
$238K +$1.24K +21 +0.5%
NDSI
535
Newman Dignan & Sheerar Inc
Rhode Island
$237K – – –
EWM
536
EPG Wealth Management
Georgia
$235K +$1.47K +25 +0.6%
GGS
537
Galvin Gaustad & Stein
Arizona
$234K – – –
DBRC
538
D.B. Root & Company
Pennsylvania
$230K +$235 +4 +0.1%
WANY
539
Wealthspire Advisors (New York)
New York
$229K +$229K +3,897 New
SB
540
Strategic Blueprint
Georgia
$229K +$10.6K +180 +5%
LI
541
LVZ Inc
Michigan
$226K – – –
SMC
542
Smith, Moore & Co
Missouri
$224K +$59 +1 +0%
AWM
543
Apollon Wealth Management
South Carolina
$223K -$477K -8,119 -68%
FDDB
544
Fidelity D&D Bancorp
Pennsylvania
$221K +$221K +3,757 New
PMFA
545
Plante Moran Financial Advisors
Michigan
$220K – – –
KFS
546
Kaizen Financial Strategies
California
$220K – – –
GA
547
Gateway Advisory
New Jersey
$220K -$39.1K -665 -15%
LA
548
Latitude Advisors
Florida
$220K – – –
MGIA
549
Moneta Group Investment Advisors
Missouri
$219K – – –
ACA
550
Ackerman Capital Advisors
Texas
$219K – – –
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