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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 %
SFG
551
StrategIQ Financial Group
Indiana
$241K
LI
552
LVZ Inc
Michigan
$239K
IP
553
Investment Partners
Ohio
$239K +$1.25K +20 +0.5%
SMC
554
Smith, Moore & Co
Missouri
$237K -$49.7K -796 -17%
KFS
555
Kaizen Financial Strategies
California
$237K -$18.7K -300 -7%
VC
556
Veracity Capital
Georgia
$236K -$16.2K -260 -6%
PMFA
557
Plante Moran Financial Advisors
Michigan
$234K
EWA
558
EP Wealth Advisors
California
$233K -$1.47M -30,507 -86%
ACA
559
Ackerman Capital Advisors
Texas
$232K +$18K +288 +8%
RIA
560
Richwood Investment Advisors
Ohio
$231K
JF
561
Joule Financial
Kentucky
$228K
Financial Engines Advisors
562
Financial Engines Advisors
California
$226K -$5.24K -84 -2%
AA
563
Apriem Advisors
California
$226K
BBWP
564
Beacon Bridge Wealth Partners
Pennsylvania
$226K +$250 +4 +0.1%
Millennium Management
565
Millennium Management
New York
$225K +$225K +3,600 New
WH
566
Whitcomb & Hess
Ohio
$224K -$686 -11 -0.3%
HSA
567
HBK Sorce Advisory
Pennsylvania
$220K -$455K -7,289 -67%
SPWM
568
Schrum Private Wealth Management
Florida
$219K +$125 +2 +0.1%
MWAM
569
Manhattan West Asset Management
California
$218K
HA
570
HFG Advisors
Ohio
$218K
BSW
571
Buckingham Strategic Wealth
Missouri
$218K
HAIM
572
Hunter Associates Investment Management
Pennsylvania
$218K -$224K -3,600 -51%
IP
573
Intellectus Partners
California
$218K -$55.2K -885 -20%
NB
574
NBT Bank
New York
$218K
YIH
575
Y-Intercept (HK)
Hong Kong
$217K +$217K +3,472 New