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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
DCC
Dow Chemical Company
Michigan
$350M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$32.8M
4
Lido Advisors
Lido Advisors
California
$20.8M
5
PI
PFS Investments
Georgia
$47.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$297M
2
Bank of America
Bank of America
North Carolina
$404M
3
BL
Balentine LLC
Georgia
$336M
4
Wells Fargo
Wells Fargo
California
$153M
5
AI
AdvisorShares Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
701
Janiczek Wealth Management
Colorado
$3.86K -$11.2K -177 -74%
BSB
702
Bangor Savings Bank
Maine
$3.62K – – –
SS
703
Sunbelt Securities
Texas
$3.28K +$3.28K +53 New
LWA
704
Lowe Wealth Advisors
Maryland
$2.5K – – –
KFI
705
Key Financial Inc
Pennsylvania
$1.75K – – –
CWC
706
Carolinas Wealth Consulting
North Carolina
$1.15K – – –
ACM
707
Antonetti Capital Management
Florida
$1.06K – – –
C
708
Covestor
United Kingdom
$1K -$12.6K -101 -93%
BBPWM
709
Blue Bell Private Wealth Management
Pennsylvania
$936 – – –
RAM
710
Riggs Asset Management
Pennsylvania
$437 -$2.26M -36,220 -100%
MHR
711
Matthew Hamilton Rosenberg
$187 – – –
AI
712
AdvisorShares Investments
Maryland
– -$39.6M -619,610 Closed
BAM
713
BTS Asset Management
Massachusetts
– -$20.9M -317,765 Closed
APCM
714
Alaska Permanent Capital Management
Alaska
– -$14M -219,358 Closed
Allianz Asset Management
715
Allianz Asset Management
Germany
– -$13.9M -216,760 Closed
FFG
716
Ford Financial Group
California
– -$11.3M -176,463 Closed
LFPWM
717
Leicht Financial Planning & Wealth Management
New Jersey
– -$10.1M -158,355 Closed
SGI
718
Summit Global Investments
Utah
– -$9.89M -154,689 Closed
WMSA
719
Weiss Multi-Strategy Advisers
New York
– -$4.47M -70,000 Closed
PFA
720
Petra Financial Advisors
Colorado
– -$4.37M -68,543 Closed
AI
721
Aperture Investors
New York
– -$2.89M -45,195 Closed
SFS
722
Security Financial Services
Indiana
– -$1.32M -20,691 Closed
HF
723
HRT Financial
New York
– -$1.14M -17,896 Closed
CGA
724
Crescent Grove Advisors
Illinois
– -$1.1M -17,215 Closed
MFWP
725
Mosaic Family Wealth Partners
Missouri
– -$1.07M -16,688 Closed
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