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Invesco S&P 500 Low Volatility ETF

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
651
Westside Investment Management
California
$16.4K
AC
652
AlphaCore Capital
California
$16.2K
BAAM
653
Baker Avenue Asset Management
California
$14.4K
FSWA
654
Financial Synergies Wealth Advisors
Texas
$13.8K
CAS
655
Coppell Advisory Solutions
Texas
$12.7K +$12.7K +198 New
BLC
656
Brown, Lisle/Cummings
Rhode Island
$11.9K
RFG
657
RFP Financial Group
Georgia
$11.9K
FFL
658
Financial Freedom LLC
Ohio
$11.8K +$59 +1 +0.5%
RG
659
Retirement Group
California
$11.8K
CIA
660
Cape Investment Advisory
Georgia
$11.4K
PGAM
661
Princeton Global Asset Management
New Jersey
$11.2K
SIS
662
Sound Income Strategies
Florida
$10.8K
NIC
663
Northwest Investment Counselors
Oregon
$9.54K -$59 -1 -0.6%
LF
664
Lee Financial
Texas
$9.35K
MA
665
MCF Advisors
Kentucky
$8.23K
CSC
666
Caldwell Sutter Capital
California
$8.17K +$8.17K +139 New
OIA
667
Optimum Investment Advisors
Illinois
$7.23K +$59 +1 +0.8%
HIA
668
Harbor Investment Advisory
Maryland
$6.23K
GTAM
669
Global Trust Asset Management
Florida
$5.93K
SL
670
Savior LLC
Massachusetts
$5.06K
AssetMark Inc
671
AssetMark Inc
California
$4.79K +$877 +15 +22%
GWSA
672
Global Wealth Strategies & Associates
Colorado
$4.17K
HWM
673
HighMark Wealth Management
Minnesota
$4.05K +$59 +1 +1%
KFI
674
Key Financial Inc
Pennsylvania
$3.76K +$2.12K +36 +129%
BSB
675
Bangor Savings Bank
Maine
$3.41K