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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 %
AL
576
Aspiriant LLC
California
$216K
HA
577
Herold Advisors
New York
$216K +$187 +3 +0.1%
WCF
578
West Coast Financial
California
$216K -$14.2K -227 -6%
RWM
579
Revisor Wealth Management
Ohio
$216K +$216K +3,456 New
AIM
580
Anchor Investment Management
South Carolina
$216K +$50.9K +815 +31%
FHC
581
First Heartland Consultants
Missouri
$215K +$936 +15 +0.4%
AP
582
Appleton Partners
Massachusetts
$215K
FANJ
583
Financial Architects (New Jersey)
New Jersey
$215K -$46K -737 -18%
TF
584
TIAA FSB
Florida
$215K -$13.7K -220 -6%
FPCP
585
Fort Point Capital Partners
California
$213K +$213K +3,417 New
EWA
586
EverSource Wealth Advisors
Alabama
$213K -$11.7K -187 -5%
CIC
587
Carnegie Investment Counsel
Ohio
$212K
MAM
588
Milestone Asset Management
Pennsylvania
$208K -$17.9K -287 -8%
AT
589
Avalon Trust
New Mexico
$208K +$208K +3,330 New
CWM
590
Curi Wealth Management
North Carolina
$206K -$6.99K -112 -3%
SFO
591
Stokes Family Office
Louisiana
$205K
S
592
SignatureFD
Georgia
$203K -$49.8K -798 -20%
OSAM
593
O'Shaughnessy Asset Management
Connecticut
$202K +$202K +3,243 New
SL
594
Sentinus LLC
Illinois
$202K +$202K +3,237 New
Tudor Investment Corp
595
Tudor Investment Corp
Connecticut
$201K +$201K +3,229 New
VC
596
Vicus Capital
Pennsylvania
$200K -$1.44K -23 -0.7%
CBC
597
Coombe, Bender & Co
New York
$200K +$4.12K +66 +2%
GT
598
Glenmede Trust
Pennsylvania
$198K
SSB
599
Sandy Spring Bank
Maryland
$195K +$161K +2,587 +482%
KM
600
Kalos Management
Georgia
$187K +$187K +3,001 New