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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
11.36%
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
Dow Chemical Company
Michigan
$350M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$32.8M
4
Lido Advisors
Lido Advisors
California
$20.8M
5
PI
PFS Investments
Georgia
$47.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$297M
2
Bank of America
Bank of America
North Carolina
$404M
3
BL
Balentine LLC
Georgia
$336M
4
Wells Fargo
Wells Fargo
California
$153M
5
AI
AdvisorShares Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
726
Future Financial Wealth Management
Ohio
– -$995K -15,566 Closed
SFG
727
Socha Financial Group
New York
– -$870K -13,618 Closed
CFO
728
Custos Family Office
Texas
– -$796K -12,461 Closed
RTL
729
Red Tortoise LLC
Georgia
– -$759K -11,883 Closed
Barclays
730
Barclays
United Kingdom
– -$744K -11,640 Closed
MAWA
731
Moss Adams Wealth Advisors
Washington
– -$728K -11,397 Closed
WEG
732
World Equity Group
Illinois
– -$727K -11,371 Closed
CI
733
CX Institutional
Indiana
– -$701K -10,971 Closed
BFG
734
Bleakley Financial Group
New Jersey
– -$642K -10,052 Closed
SW
735
SVB Wealth
Massachusetts
– -$521K -8,152 Closed
JWM
736
Jackson Wealth Management
Florida
– -$439K -6,869 Closed
PCIA
737
Prime Capital Investment Advisors
Kansas
– -$402K -6,298 Closed
TSS
738
Two Sigma Securities
New York
– -$373K -5,834 Closed
MIH
739
Meitav Investment House
Israel
– -$348K -5,440 Closed
CWM
740
Collaborative Wealth Management
Florida
– -$321K -5,021 Closed
NSIM
741
North Star Investment Management
Illinois
– -$320K -5,000 Closed
HT
742
Headlands Technologies
Illinois
– -$315K -4,934 Closed
BCG
743
Breakwater Capital Group
New Jersey
– -$311K -4,866 Closed
WWM
744
WJ Wealth Management
Arizona
– -$304K -4,750 Closed
CS
745
Credit Suisse
Switzerland
– -$293K -4,589 Closed
RIA
746
Regal Investment Advisors
Michigan
– -$275K -4,299 Closed
Manulife (Manufacturers Life Insurance)
747
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$266K -4,169 Closed
NCM
748
Novare Capital Management
North Carolina
– -$261K -4,084 Closed
CCM
749
Ciovacco Capital Management
Georgia
– -$258K -4,044 Closed
OMC
750
Old Mission Capital
Illinois
– -$257K -4,023 Closed
28 29
30
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