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Invesco S&P 500 Low Volatility ETF

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
626
Roble Belko & Company
Pennsylvania
$77K
AAP
627
Arax Advisory Partners
Colorado
$75.1K +$440 +7 +0.6%
HPC
628
HM Payson & Co
Maine
$73.9K +$13.6K +217 +23%
IFAM
629
Institutional & Family Asset Management
Colorado
$73.7K
FCAG
630
First Capital Advisors Group
New Jersey
$70.7K +$70.7K +1,125 New
SMFG
631
Sumitomo Mitsui Financial Group
Japan
$67.6K -$43.8K -698 -39%
EDRH
632
Edmond de Rothschild Holding
Switzerland
$62.1K +$48.2K +768 +349%
BWA
633
BDO Wealth Advisors
Florida
$61.6K
DIP
634
DT Investment Partners
Pennsylvania
$60.2K
HWA
635
Heritage Wealth Advisors
Virginia
$57.3K
SC
636
Stephens Consulting
Michigan
$54.8K
MSFP
637
Mark Sheptoff Financial Planning
Connecticut
$53.4K
GJIA
638
Glass Jacobson Investment Advisors
Maryland
$51.1K +$51.1K +813 New
LFG
639
Larson Financial Group
Missouri
$49.8K -$200K -3,179 -80%
AWM
640
Avondale Wealth Management
Texas
$45.5K +$45.5K +724 New
QCG
641
Quadrant Capital Group
Ohio
$44.8K
MIH
642
Meitav Investment House
Israel
$43.2K +$43.2K +690 New
IWP
643
IAG Wealth Partners
Wisconsin
$42.8K
EL
644
EMFO LLC
Florida
$42.1K
BFEC
645
Benjamin F. Edwards & Company
Missouri
$42K -$25.2K -404 -37%
PA
646
PSI Advisors
Florida
$41.1K -$19.7K -314 -32%
SAG
647
Spotlight Asset Group
Illinois
$40.8K +$40.8K +649 New
Jones Financial Companies
648
Jones Financial Companies
Missouri
$40K
FWM
649
Focused Wealth Management
New York
$38.7K -$6.6K -105 -15%
SWM
650
Sugarloaf Wealth Management
Georgia
$38.3K