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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
$470M
2
Bank of America
Bank of America
North Carolina
$522M
3
LPL Financial
LPL Financial
California
$468M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$96.3M
5
DCC
Dow Chemical Company
Michigan
$294M

Top Sellers

1
Citigroup
Citigroup
New York
$96.1M
2
Citadel Advisors
Citadel Advisors
Florida
$11.1M
3
BMM
Berkshire Money Management
Massachusetts
$2.04M
4
NC
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
Goldman Sachs
New York
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
601
Savant Capital
Illinois
$215K +$215K +3,361 New
MA
602
MONECO Advisors
Connecticut
$213K +$213K +3,334 New
SFO
603
Stokes Family Office
Louisiana
$210K +$210K +3,281 New
VC
604
Vicus Capital
Pennsylvania
$206K +$206K +3,231 New
LGA
605
Lebenthal Global Advisors
New York
$206K +$206K +3,226 New
MC
606
Moors & Cabot
Massachusetts
$205K -$31.8K -498 -13%
GT
607
Glenmede Trust
Pennsylvania
$203K -$322K -5,038 -61%
WB
608
WesBanco Bank
West Virginia
$203K +$203K +3,171 New
SA
609
SL Advisors
New Jersey
$203K +$203K +3,174 New
PFP
610
Pinnacle Financial Partners
Tennessee
$203K +$203K +3,173 New
USCWA
611
U.S. Capital Wealth Advisors
Texas
$202K +$202K +3,154 New
CBC
612
Coombe, Bender & Co
New York
$200K +$200K +3,134 New
WFA
613
West Financial Advisors
Iowa
$192K – – –
EDRH
614
Edmond de Rothschild Holding
Switzerland
$185K – – –
LFG
615
Larson Financial Group
Missouri
$174K +$150K +2,349 +626%
AIM
616
Anchor Investment Management
South Carolina
$169K – – –
OA
617
Operose Advisors
Wisconsin
$168K – – –
GWANC
618
Guardian Wealth Advisors (North Carolina)
North Carolina
$160K – – –
CAL
619
Capital Analysts LLC
Pennsylvania
$159K +$828 +13 +0.5%
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$156K – – –
TFGT
621
TS Financial Group (TSFG)
Illinois
$156K – – –
GEA
622
Glen Eagle Advisors
New Jersey
$147K +$575 +9 +0.4%
WTC
623
WhitTier Trust Company
Nevada
$144K – – –
SFSG
624
Sound Financial Strategies Group
Mississippi
$143K -$3.64M -57,042 -96%
EL
625
EMFO LLC
Florida
$141K +$119K +3,657 +546%
23 24
25
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