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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 %
DBRC
551
D.B. Root & Company
Pennsylvania
$246K -$118K -1,882 -32%
EC
552
Estate Counselors
Wisconsin
$245K -$232K -3,700 -49%
BWP
553
Balboa Wealth Partners
Arizona
$243K -$15.5K -247 -6%
LI
554
LVZ Inc
Michigan
$241K
SMC
555
Smith, Moore & Co
Missouri
$239K
PMFA
556
Plante Moran Financial Advisors
Michigan
$236K
KFS
557
Kaizen Financial Strategies
California
$235K -$3.14K -50 -1%
LA
558
Latitude Advisors
Florida
$235K +$235K +3,734 New
MGIA
559
Moneta Group Investment Advisors
Missouri
$234K +$234K +3,729 New
ACA
560
Ackerman Capital Advisors
Texas
$234K
SB
561
Strategic Blueprint
Georgia
$233K -$29.6K -471 -11%
BCP
562
Berkeley Capital Partners
Georgia
$233K -$43.8K -697 -16%
RIA
563
Richwood Investment Advisors
Ohio
$232K
CTC
564
Corundum Trust Company
South Dakota
$232K +$232K +3,693 New
SFG
565
StrategIQ Financial Group
Indiana
$231K -$12.6K -200 -5%
AA
566
Apriem Advisors
California
$227K
MCC
567
Money Concepts Capital
Florida
$227K -$25.8M -411,395 -99%
WH
568
Whitcomb & Hess
Ohio
$225K
RWB
569
RMR Wealth Builders
New Jersey
$223K -$226K -3,591 -50%
FPCP
570
Fort Point Capital Partners
California
$220K +$5.78K +92 +3%
SPWM
571
Schrum Private Wealth Management
Florida
$220K +$126 +2 +0.1%
MWAM
572
Manhattan West Asset Management
California
$220K
HA
573
HFG Advisors
Ohio
$220K
IP
574
Intellectus Partners
California
$220K +$377 +6 +0.2%
NB
575
NBT Bank
New York
$219K