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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
626
Fortis Capital Advisors
Kansas
$109K -$128K -2,050 -54%
VNA
627
Valley National Advisers
Pennsylvania
$109K
FCMT
628
Founders Capital Management (Texas)
Texas
$105K -$9.39K -150 -8%
ACA
629
Atlas Capital Advisors
Wyoming
$98.3K -$199K -3,190 -67%
BA
630
Bristlecone Advisors
Washington
$95.4K +$95.4K +1,529 New
CIR
631
Clear Investment Research
Georgia
$94.2K +$4.99K +80 +6%
JFA
632
JNBA Financial Advisors
Minnesota
$88.9K +$73.8K +1,182 +486%
AWA
633
Alaska Wealth Advisors
Alaska
$87.8K -$6.14M -98,326 -99%
NFSG
634
Newbridge Financial Services Group
Florida
$87.7K +$125 +2 +0.1%
CFD
635
Creative Financial Designs
Indiana
$86.8K -$32.4K -519 -27%
ME
636
McIlrath & Eck
Washington
$81.4K
AF
637
Advisornet Financial
Minnesota
$79.3K +$33.1K +530 +72%
SIA
638
SkyView Investment Advisors
New Jersey
$78K +$78K +1,250 New
RBC
639
Roble Belko & Company
Pennsylvania
$77K
AAP
640
Arax Advisory Partners
Colorado
$74.2K +$375 +6 +0.5%
IFAM
641
Institutional & Family Asset Management
Colorado
$73.3K
CFB
642
Cullen/Frost Bankers
Texas
$72.3K +$72.3K +1,159 New
BFEC
643
Benjamin F. Edwards & Company
Missouri
$67K -$22.8K -367 -25%
Bessemer Group
644
Bessemer Group
New Jersey
$64K +$14.1K +224 +28%
PO
645
Private Ocean
California
$62.4K -$26K -416 -29%
DIP
646
DT Investment Partners
Pennsylvania
$61.4K
BWA
647
BDO Wealth Advisors
Florida
$61.2K
PA
648
PSI Advisors
Florida
$60.5K +$125 +2 +0.2%
HPC
649
HM Payson & Co
Maine
$59.8K
HWA
650
Heritage Wealth Advisors
Virginia
$56.9K