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Invesco S&P 500 Low Volatility ETF

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
576
Whittier Trust
California
$196K +$181K +3,079 +1,207%
TFGT
577
TS Financial Group (TSFG)
Illinois
$179K +$43.6K +740 +32%
AT
578
Avalon Trust
New Mexico
$178K -$17.6K -300 -9%
CAL
579
Capital Analysts LLC
Pennsylvania
$149K +$1.23K +21 +0.8%
OP
580
ORG Partners
Indiana
$148K -$4.69M -79,773 -97%
CHA
581
Carmichael Hill & Associates
Maryland
$148K +$588 +10 +0.4%
BFPW
582
BOK Financial Private Wealth
Colorado
$148K -$279K -4,754 -65%
PWMG
583
Provence Wealth Management Group
California
$147K +$147K +2,500 New
GWANC
584
Guardian Wealth Advisors (North Carolina)
North Carolina
$147K
EWA
585
EverSource Wealth Advisors
Alabama
$146K -$59.3K -1,009 -29%
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$145K -$46K -782 -24%
CFD
587
Creative Financial Designs
Indiana
$138K +$58.7K +998 +74%
SC
588
Solstein Capital
California
$135K
AIC
589
Archer Investment Corporation
Indiana
$133K
PWM
590
Provident Wealth Management
Tennessee
$124K
MAWCM
591
Mine & Arao Wealth Creation & Management
California
$115K
FPFS
592
First Personal Financial Services
North Carolina
$114K
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$113K
FRA
594
Front Row Advisors
California
$112K -$46.2K -785 -29%
BNP Paribas Financial Markets
595
BNP Paribas Financial Markets
France
$110K -$83.9K -1,427 -43%
GEA
596
Glen Eagle Advisors
New Jersey
$108K +$470 +8 +0.4%
CP
597
Castleview Partners
Texas
$107K
APW
598
Atlantic Private Wealth
North Carolina
$104K
ST
599
Smithfield Trust
Pennsylvania
$104K
VNA
600
Valley National Advisers
Pennsylvania
$100K