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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
51
Ghisallo Capital Management
Massachusetts
$15M +$15M +239,400 New
FNBT
52
FineMark National Bank & Trust
Florida
$14.5M -$247K -3,931 -2%
CAL
53
Capital Advisors Ltd
Ohio
$14.4M -$69.7K -1,110 -0.5%
CAN
54
Cetera Advisor Networks
California
$14M -$2.54M -40,382 -15%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$13.9M -$1.63M -25,872 -10%
AWS
56
AJ Wealth Strategies
New York
$13M -$9.98M -158,886 -43%
BIA
57
Bell Investment Advisors
California
$11.9M -$590K -9,398 -5%
NA
58
NewEdge Advisors
Louisiana
$11.5M +$5.71M +90,842 +99%
LMIM
59
Lockheed Martin Investment Management
Maryland
$11.3M -$1.43M -22,700 -11%
MML Investors Services
60
MML Investors Services
Massachusetts
$11.2M -$1.43M -22,842 -11%
AAS
61
Avantax Advisory Services
Texas
$11.2M +$2.01M +32,016 +22%
BI
62
Ballast Inc
Kentucky
$10.5M +$15.7K +250 +0.2%
SI
63
Stephens Inc
Arkansas
$10.3M -$1.03M -16,336 -9%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$9.84M +$1.73M +27,511 +21%
AWS
65
Atria Wealth Solutions
New York
$9.82M +$173K +2,754 +2%
BBP
66
Banco BTG Pactual
Brazil
$9.47M +$3.14M +50,032 +50%
DRS
67
Deane Retirement Strategies
Louisiana
$9.25M +$49.7K +791 +0.5%
SFS
68
Sowell Financial Services
Arkansas
$9.08M -$319K -5,076 -3%
Mariner
69
Mariner
Kansas
$9.02M -$106K -1,684 -1%
HighTower Advisors
70
HighTower Advisors
Illinois
$8.99M +$933K +14,845 +12%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$8.89M -$90.9K -1,448 -1%
ORC
72
O'Rourke & Company
Massachusetts
$8.69M +$103K +1,640 +1%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$8.29M -$12.2M -194,857 -60%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$7.98M +$4.92M +78,352 +161%
CTWM
75
Cherry Tree Wealth Management
Minnesota
$7.78M +$7.78M +123,930 New