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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 %
EWA
576
EverSource Wealth Advisors
Alabama
$219K +$4.84K +77 +2%
APP
577
Avantax Planning Partners
Iowa
$218K -$62.5K -995 -22%
AL
578
Aspiriant LLC
California
$218K
AIM
579
Anchor Investment Management
South Carolina
$217K
TF
580
TIAA FSB
Florida
$217K +$1.01K +16 +0.5%
TCOO
581
Trust Company of Oklahoma
Oklahoma
$216K +$216K +3,431 New
BSW
582
Buckingham Strategic Wealth
Missouri
$215K
CBC
583
Coombe, Bender & Co
New York
$214K +$12.8K +204 +6%
JF
584
Joule Financial
Kentucky
$214K -$15.7K -250 -7%
CIC
585
Carnegie Investment Counsel
Ohio
$214K
SL
586
Sentinus LLC
Illinois
$213K +$44K +844 +26%
AT
587
Avalon Trust
New Mexico
$209K
OL
588
Owen LaRue
Kentucky
$209K +$209K +3,322 New
CWM
589
Curi Wealth Management
North Carolina
$208K +$440 +7 +0.2%
BNP Paribas Financial Markets
590
BNP Paribas Financial Markets
France
$207K -$1.59M -25,291 -88%
SFO
591
Stokes Family Office
Louisiana
$206K
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$204K
VC
593
Vicus Capital
Pennsylvania
$202K
RWM
594
Revisor Wealth Management
Ohio
$202K -$15.6K -248 -7%
FHC
595
First Heartland Consultants
Missouri
$201K -$14.9K -238 -7%
GT
596
Glenmede Trust
Pennsylvania
$198K
ACA
597
Aptus Capital Advisors
Alabama
$169K -$1.76K -28 -1%
FRA
598
Front Row Advisors
California
$168K
OA
599
Operose Advisors
Wisconsin
$165K
ODG
600
O'Dell Group
Ohio
$158K +$158K +2,508 New