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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.

New
Increased
Maintained
Reduced
Closed
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
DCC
5
Dow Chemical Company
Michigan
$294M

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 Holding Trade Value Shares
Change 		Shares
Change %
TCWA
726
Ten Capital Wealth Advisors
Washington
$6.84K – – –
TAM
727
Tucker Asset Management
Colorado
$6.7K +$5.47K +85 +447%
JIR
728
James Investment Research
Ohio
$6K -$37.6K -552 -86%
Toronto Dominion Bank
729
Toronto Dominion Bank
Ontario, Canada
$6K -$6K -100 -50%
SL
730
Savior LLC
Massachusetts
$5.5K – – –
MSCM
731
McElhenny Sheffield Capital Management
Texas
$4.73K +$4.73K +74 New
GWSA
732
Global Wealth Strategies & Associates
Colorado
$4.54K +$4.54K +71 New
AssetMark Inc
733
AssetMark Inc
California
$4.3K -$193 -3 -4%
BSB
734
Bangor Savings Bank
Maine
$4K +$4K +58 New
LWA
735
Lowe Wealth Advisors
Maryland
$2.56K – – –
PFA
736
Pathway Financial Advisers
Indiana
$2.36K +$2.36K +37 New
KFI
737
Key Financial Inc
Pennsylvania
$1.62K – – –
CWC
738
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
ACM
739
Antonetti Capital Management
Florida
$1.09K -$3.19K -50 -75%
GIA
740
GHP Investment Advisors
Colorado
$1.09K +$1.09K +17 New
VF
741
VitalStone Financial
Texas
$1K +$1K +22 New
BBPWM
742
Blue Bell Private Wealth Management
Pennsylvania
$959 – – –
AF
743
Affiance Financial
Minnesota
$958 +$958 +15 New
MHR
744
Matthew Hamilton Rosenberg
$192 +$192 +3 New
WIM
745
Westside Investment Management
California
$17 +$5 +76 +37%
HGERS
746
Householder Group Estate & Retirement Specialist
Arizona
– -$13.3M -230,603 Closed
Millennium Management
747
Millennium Management
New York
– -$11.8M -204,519 Closed
Two Sigma Advisers
748
Two Sigma Advisers
New York
– -$11M -189,400 Closed
CWM
749
Chicago Wealth Management
Illinois
– -$9.54M -165,020 Closed
Mirae Asset Global Investments
750
Mirae Asset Global Investments
South Korea
– -$6.58M -113,800 Closed
28 29
30
31 32