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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$57.9M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$32.6M
3
APF
Alaska Permanent Fund
Alaska
$191M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$218M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85.8M
3
LPL Financial
LPL Financial
California
$183M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
HNB
Huntington National Bank
Ohio
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
676
Cornerstone Planning Group
New Jersey
$3.29K +$3.29K +56 New
SS
677
Sunbelt Securities
Texas
$3.12K – – –
JWM
678
Janiczek Wealth Management
Colorado
$2.76K +$2.76K +47 New
LWA
679
Lowe Wealth Advisors
Maryland
$2.35K – – –
NRG
680
Nemes Rush Group
Michigan
$1.95K -$1.84K -31 -48%
BWL
681
Bogart Wealth LLC
Virginia
$1.59K -$4.53K -77 -74%
CWC
682
Carolinas Wealth Consulting
North Carolina
$1.09K +$57 +1 +6%
VF
683
VitalStone Financial
Texas
$1K – – –
ACM
684
Antonetti Capital Management
Florida
$1K – – –
BBPWM
685
Blue Bell Private Wealth Management
Pennsylvania
$882 – – –
TCM
686
Tradewinds Capital Management
Washington
$294 +$294 +5 New
MHR
687
Matthew Hamilton Rosenberg
$176 – – –
RPCA
688
Running Point Capital Advisors
California
$12 -$13 – –
Wellington Management Group
689
Wellington Management Group
Massachusetts
– -$26.3M -418,536 Closed
GCM
690
Ghisallo Capital Management
Massachusetts
– -$15M -239,400 Closed
DRS
691
Deane Retirement Strategies
Louisiana
– -$9.25M -147,393 Closed
HCA
692
Heck Capital Advisors
Wisconsin
– -$7.68M -122,352 Closed
BAM
693
BTS Asset Management
Massachusetts
– -$5.71M -90,936 Closed
Franklin Resources
694
Franklin Resources
California
– -$5.48M -87,177 Closed
CCS
695
Concentric Capital Strategies
Connecticut
– -$5.02M -79,901 Closed
DGAM
696
Desjardins Global Asset Management
Quebec, Canada
– -$4.71M -74,939 Closed
QIM
697
Quantitative Investment Management
Virginia
– -$4.2M -66,806 Closed
New York State Common Retirement Fund
698
New York State Common Retirement Fund
New York
– -$4.16M -66,287 Closed
SHFP
699
Second Half Financial Partners
Florida
– -$4.07M -64,828 Closed
Aberdeen Group
700
Aberdeen Group
United Kingdom
– -$2.93M -46,600 Closed
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