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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 %
AIC
626
Archer Investment Corporation
Indiana
$139K – – –
SMFG
627
Sumitomo Mitsui Financial Group
Japan
$135K -$26.8K -420 -17%
PWM
628
Provident Wealth Management
Tennessee
$135K – – –
CHA
629
Carmichael Hill & Associates
Maryland
$134K +$511 +8 +0.4%
AAG
630
Armstrong Advisory Group
Massachusetts
$133K +$133K +2,076 New
CFO
631
CVA Family Office
Colorado
$128K +$703 +11 +0.6%
MAWCM
632
Mine & Arao Wealth Creation & Management
California
$125K – – –
FPFS
633
First Personal Financial Services
North Carolina
$124K – – –
RDFA
634
Ritter Daniher Financial Advisory
Ohio
$123K – – –
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$123K -$39.6K -619 -24%
CFD
636
Creative Financial Designs
Indiana
$122K – – –
FRA
637
Front Row Advisors
California
$121K -$50.1K -785 -29%
FCMT
638
Founders Capital Management (Texas)
Texas
$117K – – –
CP
639
Castleview Partners
Texas
$116K – – –
ST
640
Smithfield Trust
Pennsylvania
$114K – – –
SC
641
Schubert & Co
Texas
$114K +$639 +10 +0.6%
CTC
642
Central Trust Company
Missouri
$113K -$767 -12 -0.7%
VNA
643
Valley National Advisers
Pennsylvania
$110K -$6.47K -100 -6%
AWM
644
Accurate Wealth Management
Florida
$109K +$109K +1,689 New
CG
645
Cutler Group
California
$106K +$106K +1,672 New
SC
646
Stephens Consulting
Michigan
$105K +$105K +1,638 New
LS
647
Leelyn Smith
Illinois
$94.9K +$383 +6 +0.4%
BFEC
648
Benjamin F. Edwards & Company
Missouri
$92K +$64 +1 +0.1%
CIR
649
Clear Investment Research
Georgia
$91K -$4.2K -66 -4%
PO
650
Private Ocean
California
$90.5K +$26.6K +416 +42%
24 25
26
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