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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

707 hedge funds and large institutions have $5.64B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 295 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.15%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.52%
New
60
Increased
209
Reduced
295
Closed
59
Calls
$5.52M
Puts
$653K
Net Calls
+$4.86M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$629M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$146M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$15M
5
NC
5
NewSquare Capital
Pennsylvania
$22.7M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$251M
2
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$0
3
Bank of America
3
Bank of America
North Carolina
$337M
4
LPL Financial
4
LPL Financial
California
$231M
5
Ameriprise
5
Ameriprise
Minnesota
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
701
Lowe Wealth Advisors
Maryland
$2.51K – – –
KFI
702
Key Financial Inc
Pennsylvania
$1.76K – – –
CWC
703
Carolinas Wealth Consulting
North Carolina
$1.16K – – –
ACM
704
Antonetti Capital Management
Florida
$1.07K – – –
VF
705
VitalStone Financial
Texas
$1K -$659K -14,498 -100%
BBPWM
706
Blue Bell Private Wealth Management
Pennsylvania
$942 – – –
MHR
707
Matthew Hamilton Rosenberg
$188 – – –
RPCA
708
Running Point Capital Advisors
California
$13 -$6.83K -109 Closed
MTWSIF
709
Mivtachim The Workers Social Insurance Fund
Israel
– -$75.4M -1,209,000 Closed
MWM
710
Moran Wealth Management
Florida
– -$21.4M -342,886 Closed
BM
711
Baymount Management
Florida
– -$15.6M -250,000 Closed
CC
712
Cartenna Capital
Connecticut
– -$10.3M -165,000 Closed
MFP
713
Meridian Financial Partners
Virginia
– -$7.14M -112,426 Closed
HWM
714
Horizon Wealth Management
Illinois
– -$5.06M -81,077 Closed
Schroder Investment Management Group
715
Schroder Investment Management Group
United Kingdom
– -$3.9M -62,518 Closed
DC
716
Diametric Capital
Massachusetts
– -$2.84M -45,536 Closed
BFM
717
Boothbay Fund Management
New York
– -$2.41M -38,659 Closed
GIA
718
Gladstone Institutional Advisory
Florida
– -$2.38M -38,093 Closed
VAM
719
Verity Asset Management
North Carolina
– -$1.44M -23,064 Closed
CAG
720
Crestwood Advisors Group
Massachusetts
– -$1.37M -21,902 Closed
PCM
721
Prelude Capital Management
New York
– -$932K -14,937 Closed
RB
722
Renasant Bank
Mississippi
– -$671K -10,760 Closed
CFMC
723
Curbstone Financial Management Corp
New Hampshire
– -$654K -10,480 Closed
PAM
724
Peak Asset Management
Colorado
– -$589K -9,435 Closed
TI
725
Trexquant Investment
Connecticut
– -$585K -9,374 Closed
27 28
29
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