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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 %
OAJ
676
Ogorek Anthony Joseph
New York
$19K
WIM
677
Westside Investment Management
California
$17.4K
AC
678
AlphaCore Capital
California
$17.2K
HIA
679
Harbor Investment Advisory
Maryland
$16.6K
HWM
680
HighMark Wealth Management
Minnesota
$16.1K +$1.31K +21 +9%
WT
681
Whittier Trust
California
$15.9K
MTIC
682
Missouri Trust & Investment Company
Missouri
$14.9K
BWL
683
Bogart Wealth LLC
Virginia
$14.6K -$1.5K -24 -9%
FSWA
684
Financial Synergies Wealth Advisors
Texas
$14.6K
EDRH
685
Edmond de Rothschild Holding
Switzerland
$13.7K -$167K -2,680 -92%
CIA
686
Cape Investment Advisory
Georgia
$13.6K +$13.6K +218 New
FFL
687
Financial Freedom LLC
Ohio
$12.4K +$12.4K +199 New
RG
688
Retirement Group
California
$12K -$31.7K -529 -73%
PGAM
689
Princeton Global Asset Management
New Jersey
$11.9K
NIC
690
Northwest Investment Counselors
Oregon
$10.2K +$1.69K +27 +20%
LF
691
Lee Financial
Texas
$9.92K
MA
692
MCF Advisors
Kentucky
$8.74K
OIA
693
Optimum Investment Advisors
Illinois
$7.58K +$62 +1 +0.8%
RPCA
694
Running Point Capital Advisors
California
$6.83K
TCWA
695
Ten Capital Wealth Advisors
Washington
$6.68K
TAM
696
Tucker Asset Management
Colorado
$6.49K
GTAM
697
Global Trust Asset Management
Florida
$6.29K -$6.29K -101 -50%
SL
698
Savior LLC
Massachusetts
$5.37K
GWSA
699
Global Wealth Strategies & Associates
Colorado
$4.43K
TRCT
700
Tower Research Capital (TRC)
New York
$4K -$7.29M -125,742 -100%