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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
1
Arete Wealth Advisors
Illinois
$470M
2
Bank of America
2
Bank of America
North Carolina
$522M
3
LPL Financial
3
LPL Financial
California
$468M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$96.3M
5
DCC
5
Dow Chemical Company
Michigan
$294M

Top Sellers

1
Citigroup
1
Citigroup
New York
$96.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.1M
3
BMM
3
Berkshire Money Management
Massachusetts
$2.04M
4
NC
4
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
701
Harbor Investment Advisory
Maryland
$17K – – –
BWL
702
Bogart Wealth LLC
Virginia
$16.5K – – –
AWM
703
Atticus Wealth Management
Florida
$16.4K -$380K -5,948 -96%
WT
704
Whittier Trust
California
$16.3K – – –
BAAM
705
Baker Avenue Asset Management
California
$15.7K +$15.7K +245 New
JFA
706
JNBA Financial Advisors
Minnesota
$15.5K – – –
JWM
707
Janiczek Wealth Management
Colorado
$15.4K -$10.5K -162 -41%
HWM
708
HighMark Wealth Management
Minnesota
$15.1K +$1.79K +28 +13%
MTIC
709
Missouri Trust & Investment Company
Missouri
$15K – – –
FSWA
710
Financial Synergies Wealth Advisors
Texas
$15K -$14.4K -226 -49%
RFG
711
RFP Financial Group
Georgia
$13K +$13K +203 New
GTAM
712
Global Trust Asset Management
Florida
$12.9K – – –
GFPC
713
Global Financial Private Client
Florida
$12.8K – – –
CAS
714
Coppell Advisory Solutions
Texas
$12.7K +$12.7K +198 New
CASC
715
Coppell Advisory Solutions Corp
Texas
$12.7K +$12.7K +198 New
PGAM
716
Princeton Global Asset Management
New Jersey
$12K -$18.5K -295 -61%
SIS
717
Sound Income Strategies
Florida
$11.7K -$32K -500 -73%
LF
718
Lee Financial
Texas
$10.2K – – –
CCM
719
Cribstone Capital Management
Maine
$9.91K – – –
MA
720
MCF Advisors
Kentucky
$8.95K – – –
NIC
721
Northwest Investment Counselors
Oregon
$8.69K – – –
OIA
722
Optimum Investment Advisors
Illinois
$7.72K +$64 +1 +0.8%
MPCL
723
My Personal CFO LLC
Washington
$7.67K +$7.67K +120 New
C
724
Covestor
United Kingdom
$7K -$64 -1 -0.9%
RPCA
725
Running Point Capital Advisors
California
$6.99K – – –
27 28
29
30 31