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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
576
Kowal Investment Group
Wisconsin
$235K -$246K -3,852 -51%
TF
577
TIAA FSB
Florida
$234K +$3.26K +51 +1%
JF
578
Joule Financial
Kentucky
$233K – – –
AA
579
Apriem Advisors
California
$231K – – –
BBWP
580
Beacon Bridge Wealth Partners
Pennsylvania
$231K +$231K +3,613 New
EWA
581
EverSource Wealth Advisors
Alabama
$230K +$218K +3,412 +1,825%
WH
582
Whitcomb & Hess
Ohio
$230K -$8.69K -136 -4%
Comerica Bank
583
Comerica Bank
Texas
$229K +$229K +3,551 New
MAM
584
Milestone Asset Management
Pennsylvania
$228K +$228K +3,621 New
TCMP
585
Thrive Capital Management (Pennsylvania)
Pennsylvania
$226K +$226K +3,542 New
SPWM
586
Schrum Private Wealth Management
Florida
$224K +$64 +1 +0%
HA
587
HFG Advisors
Ohio
$224K – – –
MWAM
588
Manhattan West Asset Management
California
$224K +$224K +3,500 New
D
589
Diversified
Delaware
$223K +$223K +3,495 New
NB
590
NBT Bank
New York
$223K – – –
MCWS
591
McKinley Carter Wealth Services
West Virginia
$222K – – –
AL
592
Aspiriant LLC
California
$221K – – –
HA
593
Herold Advisors
New York
$221K +$221K +3,457 New
AP
594
Appleton Partners
Massachusetts
$220K +$220K +3,445 New
FHC
595
First Heartland Consultants
Missouri
$219K -$83.1K -1,300 -27%
ACA
596
Ackerman Capital Advisors
Texas
$219K +$219K +3,430 New
CWM
597
Curi Wealth Management
North Carolina
$218K -$15.7K -246 -7%
BSW
598
Buckingham Strategic Wealth
Missouri
$218K -$39.5K -618 -15%
WP
599
WealthSpring Partners
California
$218K -$598K -9,362 -73%
CIC
600
Carnegie Investment Counsel
Ohio
$217K +$217K +3,400 New
22 23
24
25 26