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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
11.37%
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
1
Dow Chemical Company
Michigan
$350M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$32.8M
4
Lido Advisors
4
Lido Advisors
California
$20.8M
5
PI
5
PFS Investments
Georgia
$47.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$297M
2
Bank of America
2
Bank of America
North Carolina
$404M
3
BL
3
Balentine LLC
Georgia
$336M
4
Wells Fargo
4
Wells Fargo
California
$153M
5
AI
5
AdvisorShares Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$15.3M -$576K -9,228 -4%
FNBT
52
FineMark National Bank & Trust
Florida
$14.6M -$131K -2,098 -0.9%
CAL
53
Capital Advisors Ltd
Ohio
$14.4M -$26.6K -427 -0.2%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$13.7M +$13.7M +220,228 New
Citadel Advisors
55
Citadel Advisors
Florida
$13.6M +$2.82M +45,233 +26%
OLVIG
56
Oliver Lagore Vanvalin Investment Group
Michigan
$13.6M +$11.7M +188,017 +619%
PFS
57
Prospera Financial Services
Texas
$13.2M -$694K -11,124 -5%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$12.8M +$12.8M +205,700 New
LMIM
59
Lockheed Martin Investment Management
Maryland
$12.6M – – –
MML Investors Services
60
MML Investors Services
Massachusetts
$12.5M -$671K -10,751 -5%
BIA
61
Bell Investment Advisors
California
$12.4M -$425K -6,805 -3%
Two Sigma Investments
62
Two Sigma Investments
New York
$12.2M -$7.45M -119,443 -38%
MCC
63
Money Concepts Capital
Florida
$11.4M +$8.48M +307,483 +286%
SI
64
Stephens Inc
Arkansas
$11.3M -$299K -4,787 -3%
BI
65
Ballast Inc
Kentucky
$10.4M +$278K +4,458 +3%
CC
66
Cartenna Capital
Connecticut
$10.3M +$10.3M +165,000 New
WWM
67
WT Wealth Management
Arizona
$9.59M -$320K -5,125 -3%
AWS
68
Atria Wealth Solutions
New York
$9.58M -$2.59M -41,504 -21%
SFS
69
Sowell Financial Services
Arkansas
$9.34M +$309K +4,953 +3%
DRS
70
Deane Retirement Strategies
Louisiana
$9.14M +$497K +7,967 +6%
AAS
71
Avantax Advisory Services
Texas
$9.1M +$1.16M +18,640 +15%
Mariner
72
Mariner
Kansas
$9.06M -$27.7M -443,318 -75%
NC
73
NewSquare Capital
Pennsylvania
$8.99M -$560K -8,975 -6%
AWE
74
Avidian Wealth Enterprises
Texas
$8.95M -$7.35M -117,772 -45%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$8.92M -$656K -10,510 -7%
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