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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
LPL Financial
California
+$117M
2
PPA
Parametric Portfolio Associates
Washington
+$103M
3
Wells Fargo
Wells Fargo
California
+$56.8M
4
AWM
AE Wealth Management
Kansas
+$48M
5
SCA
Stuart Chaussee & Associates
California
+$47.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$214M
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$59M
4
Invesco
Invesco
Georgia
-$41.6M
5
BAM
BTS Asset Management
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
626
Harbor Investment Advisory
Maryland
$18K – – –
WT
627
Whittier Trust
California
$17K – – –
BWL
628
Bogart Wealth LLC
Virginia
$17K +$13.6K +207 +406%
JFA
629
JNBA Financial Advisors
Minnesota
$16K – – –
MTIC
630
Missouri Trust & Investment Company
Missouri
$16K – – –
C
631
Covestor
United Kingdom
$15K – – –
CAAS
632
Capital Asset Advisory Services
Michigan
$15K +$600 +9 +4%
GFPC
633
Global Financial Private Client
Florida
$13.6K – – –
IAS
634
IMA Advisory Services
Colorado
$13K -$18.2K -273 -58%
SAM
635
Strategic Asset Management
Minnesota
$13K -$13K -200 -50%
ARIS
636
Advanced Research Investment Solutions
California
$13K – – –
AssetMark Inc
637
AssetMark Inc
California
$13K +$8.26K +122 +174%
EWA
638
EverSource Wealth Advisors
Alabama
$13K +$13K +187 New
OCM
639
Orion Capital Management
California
$12K – – –
HWM
640
HighMark Wealth Management
Minnesota
$12K +$69 +1 +0.6%
LF
641
Lee Financial
Texas
$11K – – –
RAM
642
Riggs Asset Management
Pennsylvania
$10K – – –
CCM
643
Cribstone Capital Management
Maine
$10K – – –
NIC
644
Northwest Investment Counselors
Oregon
$9K – – –
FAG
645
Fortitude Advisory Group
Washington
$9K – – –
MA
646
MCF Advisors
Kentucky
$9K +$9K +140 New
OIA
647
Optimum Investment Advisors
Illinois
$8K +$67 +1 +0.8%
FPS
648
Fieldpoint Private Securities
Connecticut
$8K +$8K +125 New
FWM
649
Focused Wealth Management
New York
$7K – – –
RPCA
650
Running Point Capital Advisors
California
$7K – – –
24 25
26
27 28