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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
$289M
2
PPA
Parametric Portfolio Associates
Washington
$103M
3
Wells Fargo
Wells Fargo
California
$169M
4
AWM
AE Wealth Management
Kansas
$59M
5
SCA
Stuart Chaussee & Associates
California
$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$513M
2
Two Sigma Investments
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$3.93M
4
Invesco
Invesco
Georgia
$593M
5
BAM
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
576
Dixon Hughes Goodman Wealth Advisors
North Carolina
$96K +$336 +5 +0.4%
ZIG
577
Zullo Investment Group
Pennsylvania
$89K +$89K +1,325 New
NSB
578
Norway Savings Bank
Maine
$88K +$67.8K +1,010 +337%
DB
579
Dravo Bay
Delaware
$86.1K +$86.1K +1,283 New
TFA
580
Transamerica Financial Advisors
Florida
$84K -$34.5K -510 -29%
RBC
581
Roble Belko & Company
Pennsylvania
$83K – – –
IFAM
582
Institutional & Family Asset Management
Colorado
$79K – – –
AAP
583
Arax Advisory Partners
Colorado
$79K +$1.54K +23 +2%
AC
584
AlphaCore Capital
California
$72K +$10.1K +150 +16%
SIS
585
Sound Income Strategies
Florida
$72K +$58.5K +866 +433%
NFSG
586
Newbridge Financial Services Group
Florida
$69K -$2.4K -36 -3%
BlackRock
587
BlackRock
New York
$69K -$337 -5 -0.5%
PO
588
Private Ocean
California
$67K – – –
BWA
589
BDO Wealth Advisors
Florida
$66K – – –
Deutsche Bank
590
Deutsche Bank
Germany
$64K – – –
HPC
591
HM Payson & Co
Maine
$64K – – –
AA
592
Addison Advisors
Vermont
$60K – – –
MSFP
593
Mark Sheptoff Financial Planning
Connecticut
$57K – – –
VRM
594
Vectors Research Management
New York
$57K – – –
TRCT
595
Tower Research Capital (TRC)
New York
$56K +$56K +829 New
GTAM
596
Global Trust Asset Management
Florida
$54K -$393K -5,850 -88%
IWP
597
IAG Wealth Partners
Wisconsin
$51K -$2.16K -32 -4%
QCG
598
Quadrant Capital Group
Ohio
$50K – – –
RG
599
Retirement Group
California
$48K +$200 +3 +0.4%
BWM
600
BerganKDV Wealth Management
Minnesota
$47K – – –
22 23
24
25 26