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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 %
SC
651
Stephens Consulting
Michigan
$54.5K -$47.7K -765 -47%
SIS
652
Sound Income Strategies
Florida
$53.2K +$41.8K +670 +366%
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$53K
FWM
654
Focused Wealth Management
New York
$45K +$62 +1 +0.1%
QCG
655
Quadrant Capital Group
Ohio
$44.5K -$2.37K -38 -5%
BWM
656
BerganKDV Wealth Management
Minnesota
$43.8K
IWP
657
IAG Wealth Partners
Wisconsin
$42.6K
Toronto Dominion Bank
658
Toronto Dominion Bank
Ontario, Canada
$42K +$35.9K +584 +584%
EL
659
EMFO LLC
Florida
$41.8K -$228K -3,657 -85%
AssetMark Inc
660
AssetMark Inc
California
$39.8K +$35.6K +571 +852%
Jones Financial Companies
661
Jones Financial Companies
Missouri
$39.7K -$19.3K -309 -33%
BWS
662
Buck Wealth Strategies
Colorado
$38.4K +$38.4K +616 New
SWM
663
Sugarloaf Wealth Management
Georgia
$38.1K
NSG
664
Nalls Sherbakoff Group
Tennessee
$37.1K +$37.1K +600 New
MIFH
665
Migdal Insurance & Financial Holdings
Israel
$36K
TWA
666
TCI Wealth Advisors
Arizona
$33.4K +$187 +3 +0.6%
PCA
667
Providence Capital Advisors
North Carolina
$31.7K
FFA
668
Founders Financial Alliance
North Carolina
$29.5K
FFA
669
Farther Finance Advisors
California
$29K +$10.6K +170 +58%
VCM
670
Vigilant Capital Management
Maine
$28K -$9.33K -150 -25%
GGI
671
Godsey & Gibb Inc
Virginia
$27.7K
HWA
672
HHM Wealth Advisors
Tennessee
$27.7K
BWM
673
Baystate Wealth Management
Massachusetts
$27.6K -$8.25K -132 -23%
AIP
674
Ameritas Investment Partners
Nebraska
$25.3K
TF
675
Tompkins Financial
New York
$21.3K -$11.2K -180 -35%