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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.

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
MWM
5
Moran Wealth Management
Florida
$38.7M

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 Market Value Shares Shares
Change 		Shares
Change %
CAG
51
Csenge Advisory Group
Florida
$17.9M 280,055 -484 -0.2%
HNB
52
Huntington National Bank
Ohio
– – – –
AWE
53
Avidian Wealth Enterprises
Texas
$16.7M 261,123 +114,502 +78%
JWA
54
JFS Wealth Advisors
Pennsylvania
$16.3M 254,438 -248 -0.1%
FNBT
55
FineMark National Bank & Trust
Florida
$15.1M 236,543 -19,768 -8%
CAL
56
Capital Advisors Ltd
Ohio
$14.8M 231,584 +1,685 +0.7%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$14.5M 226,213 +5,418 +2%
PFS
58
Prospera Financial Services
Texas
$14.3M 223,008 -195,167 -47%
APCM
59
Alaska Permanent Capital Management
Alaska
$14M 219,358 -6,347 -3%
Allianz Asset Management
60
Allianz Asset Management
Germany
$13.9M 216,760 -15,690 -7%
MML Investors Services
61
MML Investors Services
Massachusetts
$13.5M 211,803 -66,507 -24%
BIA
62
Bell Investment Advisors
California
$13.1M 205,709 +8,831 +4%
LMIM
63
Lockheed Martin Investment Management
Maryland
$12.9M 202,300 – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$12.5M 195,412 +11,476 +6%
AWS
65
Atria Wealth Solutions
New York
$12.5M 195,075 +9,589 +5%
CAN
66
Cetera Advisor Networks
California
$12.4M 194,722 +15,467 +9%
AWM
67
AE Wealth Management
Kansas
$12.1M 190,061 +13,862 +8%
TVAMP
68
Tennessee Valley Asset Management Partners
Tennessee
$12M 187,838 +143,783 +326%
SI
69
Stephens Inc
Arkansas
$11.9M 185,709 -15,548 -8%
MWM
70
MinichMacGregor Wealth Management
New York
$11.8M 184,688 +4,495 +2%
FFG
71
Ford Financial Group
California
$11.3M 176,463 +3,053 +2%
TFA
72
Transamerica Financial Advisors
Florida
$11.2M 175,214 -3,410 -2%
Citadel Advisors
73
Citadel Advisors
Florida
$11.1M 173,392 -534,506 -76%
BI
74
Ballast Inc
Kentucky
$10.4M 162,199 +404 +0.2%
WWM
75
WT Wealth Management
Arizona
$10.2M 158,885 +46,929 +42%
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