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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 %
WI
701
Wintrust Investments
Illinois
– -$2.85M -45,332 Closed
PWMG
702
Pinnacle Wealth Management Group
Michigan
– -$2.82M -44,877 Closed
PP
703
Paloma Partners
Connecticut
– -$2.29M -36,514 Closed
Marshall Wace
704
Marshall Wace
United Kingdom
– -$2.15M -34,231 Closed
VWA
705
V Wealth Advisors
Kansas
– -$2.1M -33,430 Closed
Simplex Trading
706
Simplex Trading
Illinois
– -$1.82M -28,926 Closed
LCM
707
Lunt Capital Management
Utah
– -$1.75M -27,802 Closed
ACM
708
Absolute Capital Management
Pennsylvania
– -$1.51M -24,008 Closed
BFS
709
Bard Financial Services
Connecticut
– -$1.15M -18,355 Closed
MG
710
Mather Group
Illinois
– -$1.12M -17,787 Closed
CCA
711
Childress Capital Advisors
Texas
– -$955K -15,208 Closed
BCM
712
Bayesian Capital Management
New York
– -$898K -14,302 Closed
AWA
713
Arete Wealth Advisors
Illinois
– -$832K -13,242 Closed
Barclays
714
Barclays
United Kingdom
– -$768K -12,220 Closed
PCP
715
Proficio Capital Partners
Massachusetts
– -$763K -12,145 Closed
GM
716
GeoWealth Management
Illinois
– -$736K -11,719 Closed
GCA
717
Greenwood Capital Associates
South Carolina
– -$699K -11,124 Closed
LMKC
718
L.M. Kohn & Company
Ohio
– -$684K -10,894 Closed
Millennium Management
719
Millennium Management
New York
– -$619K -9,862 Closed
V
720
Veritable
Delaware
– -$503K -8,007 Closed
CCM
721
Crabel Capital Management
California
– -$390K -6,211 Closed
1WM
722
1900 Wealth Management
Texas
– -$363K -5,784 Closed
HSA
723
HBK Sorce Advisory
Pennsylvania
– -$327K -5,205 Closed
CCM
724
Coldstream Capital Management
Washington
– -$314K -5,000 Closed
CAWM
725
Capital Advisors Wealth Management
Washington
– -$282K -4,493 Closed
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29
30