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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$629M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$146M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$15M
5
NC
5
NewSquare Capital
Pennsylvania
$22.7M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$251M
2
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$0
3
Bank of America
3
Bank of America
North Carolina
$337M
4
LPL Financial
4
LPL Financial
California
$231M
5
Ameriprise
5
Ameriprise
Minnesota
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
726
Goldstone Financial Group
Illinois
– -$581K -9,313 Closed
KW
727
KWB Wealth
California
– -$543K -8,491 Closed
IA
728
Insight Advisors
Pennsylvania
– -$519K -8,320 Closed
CA
729
Clearstead Advisors
Ohio
– -$437K -7,000 Closed
WA
730
Wealth Alliance
New York
– -$428K -6,862 Closed
EP
731
Edgestream Partners
New Jersey
– -$412K -6,595 Closed
CPP
732
Capasso Planning Partners
South Carolina
– -$379K -6,080 Closed
BWA
733
Burt Wealth Advisors
Maryland
– -$319K -5,109 Closed
MPW
734
MGO Private Wealth
California
– -$272K -4,358 Closed
FGA
735
Fortis Group Advisors
New Jersey
– -$268K -4,195 Closed
RB
736
Richmond Brothers
Michigan
– -$259K -4,143 Closed
MHS
737
M Holdings Securities
Oregon
– -$253K -4,081 Closed
FWA
738
FOCUS Wealth Advisors
Texas
– -$254K -4,076 Closed
MSFS
739
Main Street Financial Solutions
Pennsylvania
– -$245K -3,925 Closed
VC
740
Veracity Capital
Georgia
– -$236K -3,787 Closed
Financial Engines Advisors
741
Financial Engines Advisors
California
– -$226K -3,625 Closed
BBWP
742
Beacon Bridge Wealth Partners
Pennsylvania
– -$226K -3,617 Closed
HAIM
743
Hunter Associates Investment Management
Pennsylvania
– -$218K -3,500 Closed
YIH
744
Y-Intercept (HK)
Hong Kong
– -$217K -3,472 Closed
HA
745
Herold Advisors
New York
– -$216K -3,460 Closed
WCF
746
West Coast Financial
California
– -$216K -3,458 Closed
MAM
747
Milestone Asset Management
Pennsylvania
– -$208K -3,334 Closed
Tudor Investment Corp
748
Tudor Investment Corp
Connecticut
– -$201K -3,229 Closed
KM
749
Kalos Management
Georgia
– -$187K -3,001 Closed
WWM
750
Wagner Wealth Management
South Carolina
– -$143K -2,290 Closed
27 28 29
30
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