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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
+$239M
2
Bank of America
Bank of America
North Carolina
+$183M
3
LPL Financial
LPL Financial
California
+$71.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M
5
DCC
Dow Chemical Company
Michigan
+$38M

Top Sellers

1
Citigroup
Citigroup
New York
-$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
BMM
Berkshire Money Management
Massachusetts
-$24.4M
4
NC
NewSquare Capital
Pennsylvania
-$17.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
651
Newbridge Financial Services Group
Florida
$89.7K +$10.4K +163 +13%
ZIG
652
Zullo Investment Group
Pennsylvania
$85.7K +$64 +1 +0.1%
ME
653
McIlrath & Eck
Washington
$83.3K +$8.56K +134 +11%
DWP
654
Destiny Wealth Partners
Florida
$79.2K +$56.6K +885 +250%
RBC
655
Roble Belko & Company
Pennsylvania
$79K – – –
DCM
656
Davidson Capital Management
Texas
$76.7K +$76.7K +1,200 New
AAP
657
Arax Advisory Partners
Colorado
$75.6K +$447 +7 +0.6%
IFAM
658
Institutional & Family Asset Management
Colorado
$75K – – –
BNP Paribas Financial Markets
659
BNP Paribas Financial Markets
France
$65.7K -$1.26M -19,733 -95%
BWA
660
BDO Wealth Advisors
Florida
$62.6K – – –
PA
661
PSI Advisors
Florida
$61.8K +$41.6K +651 +206%
HPC
662
HM Payson & Co
Maine
$61.3K – – –
DIP
663
DT Investment Partners
Pennsylvania
$61K – – –
Jones Financial Companies
664
Jones Financial Companies
Missouri
$60K – – –
HWA
665
Heritage Wealth Advisors
Virginia
$58.3K – – –
FCAG
666
First Capital Advisors Group
New Jersey
$57.5K +$57.5K +900 New
MSFP
667
Mark Sheptoff Financial Planning
Connecticut
$54.3K – – –
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$52K +$52K +813 New
Bessemer Group
669
Bessemer Group
New Jersey
$51K +$51K +795 New
QCG
670
Quadrant Capital Group
Ohio
$48K – – –
AF
671
Advisornet Financial
Minnesota
$47.3K -$833K -13,041 -95%
RG
672
Retirement Group
California
$47K +$13.1K +203 +39%
FWM
673
Focused Wealth Management
New York
$46K +$39.4K +617 +599%
BWM
674
BerganKDV Wealth Management
Minnesota
$44.9K – – –
IWP
675
IAG Wealth Partners
Wisconsin
$43.6K – – –
25 26
27
28 29