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Invesco S&P 500 Low Volatility ETF

669 hedge funds and large institutions have $5.36B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 254 increasing their positions, 207 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+9
Holders Change %
+1.36%
% of All Funds
11.31%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.66%
New
73
Increased
254
Reduced
207
Closed
57
Calls
$6.49M
Puts
$19M
Net Calls
-$12.5M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
601
BerganKDV Wealth Management
Minnesota
$44K
SIS
602
Sound Income Strategies
Florida
$42K -$23.6K -383 -36%
IWP
603
IAG Wealth Partners
Wisconsin
$42K -$4.62K -75 -10%
EL
604
EMFO LLC
Florida
$42K
AWM
605
Avior Wealth Management
Nebraska
$42K +$5.44K +102 +15%
SCA
606
Stonebridge Capital Advisors
Minnesota
$40K +$40K +646 New
SWM
607
Sugarloaf Wealth Management
Georgia
$38K
VCM
608
Vigilant Capital Management
Maine
$37K
MIFH
609
Migdal Insurance & Financial Holdings
Israel
$36K
FSWA
610
Financial Synergies Wealth Advisors
Texas
$33.8K +$33.8K +545 New
SSB
611
Sandy Spring Bank
Maryland
$33K
PWM
612
Prentice Wealth Management
New York
$33K +$33K +527 New
PCA
613
Providence Capital Advisors
North Carolina
$31K
COCM
614
Charter Oak Capital Management
New Hampshire
$31K
BFG
615
Baron Financial Group
New Jersey
$31K
PGAM
616
Princeton Global Asset Management
New Jersey
$30K
FFA
617
Founders Financial Alliance
North Carolina
$30K
Bank of Montreal
618
Bank of Montreal
Ontario, Canada
$29.4K +$19.2K +310,379 +189%
TFS
619
TrustCore Financial Services
Tennessee
$29K -$109K -1,767 -79%
WPA
620
West Paces Advisors
Georgia
$28K +$28K +452 New
HWA
621
HHM Wealth Advisors
Tennessee
$28K
JWM
622
Janiczek Wealth Management
Colorado
$26K -$19K -292 -42%
LFG
623
Larson Financial Group
Missouri
$26K
TWA
624
TCI Wealth Advisors
Arizona
$26K +$3.17K +52 +14%
TCWM
625
Total Clarity Wealth Management
Illinois
$26K +$26K +425 New