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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 %
CTC
601
Central Trust Company
Missouri
$98.5K
FCMT
602
Founders Capital Management (Texas)
Texas
$97.7K -$999 -17 -1%
CIR
603
Clear Investment Research
Georgia
$90.5K +$999 +17 +1%
OA
604
Operose Advisors
Wisconsin
$89.4K -$65.1K -1,108 -42%
BFP
605
Briaud Financial Planning
Texas
$78K +$78K +1,331 New
ME
606
McIlrath & Eck
Washington
$76.7K
S
607
SignatureFD
Georgia
$74.6K -$228K -3,879 -75%
RBC
608
Roble Belko & Company
Pennsylvania
$72K
AAP
609
Arax Advisory Partners
Colorado
$70.8K +$470 +8 +0.7%
JFA
610
JNBA Financial Advisors
Minnesota
$69.5K -$14.3K -243 -17%
IFAM
611
Institutional & Family Asset Management
Colorado
$69K
NFSG
612
Newbridge Financial Services Group
Florida
$63.3K -$14.8K -251 -19%
SMFG
613
Sumitomo Mitsui Financial Group
Japan
$62.1K -$1.18K -20 -2%
PCA
614
Providence Capital Advisors
North Carolina
$59.3K +$29.4K +500 +98%
EDRH
615
Edmond de Rothschild Holding
Switzerland
$58.1K
HPC
616
HM Payson & Co
Maine
$56.4K -$12.8K -217 -18%
DIP
617
DT Investment Partners
Pennsylvania
$56.1K
HT
618
Headlands Technologies
Illinois
$51.5K +$51.5K +876 New
MSFP
619
Mark Sheptoff Financial Planning
Connecticut
$50K
SC
620
Stephens Consulting
Michigan
$48K -$3.35K -57 -7%
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$47.8K
LFG
622
Larson Financial Group
Missouri
$46.6K
AWM
623
Avondale Wealth Management
Texas
$42.6K
QCG
624
Quadrant Capital Group
Ohio
$41.9K
EL
625
EMFO LLC
Florida
$39.4K