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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 %
TC
751
Toews Corporation
New Jersey
– -$256K -4,009 Closed
MWM
752
Mission Wealth Management
California
– -$245K -3,831 Closed
QT
753
Quantbot Technologies
New York
– -$243K -3,803 Closed
GSIAS
754
Garden State Investment Advisory Services
New Jersey
– -$236K -3,701 Closed
TCMP
755
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$226K -3,542 Closed
D
756
Diversified
Delaware
– -$223K -3,495 Closed
MCWS
757
McKinley Carter Wealth Services
West Virginia
– -$222K -3,472 Closed
WP
758
WealthSpring Partners
California
– -$218K -3,408 Closed
SC
759
Savant Capital
Illinois
– -$215K -3,361 Closed
MA
760
MONECO Advisors
Connecticut
– -$213K -3,334 Closed
LGA
761
Lebenthal Global Advisors
New York
– -$206K -3,226 Closed
MC
762
Moors & Cabot
Massachusetts
– -$205K -3,202 Closed
SA
763
SL Advisors
New Jersey
– -$203K -3,174 Closed
PFP
764
Pinnacle Financial Partners
Tennessee
– -$203K -3,173 Closed
WFA
765
West Financial Advisors
Iowa
– -$192K -3,000 Closed
WTC
766
WhitTier Trust Company
Nevada
– -$144K -2,250 Closed
SFSG
767
Sound Financial Strategies Group
Mississippi
– -$143K -2,232 Closed
AAG
768
Armstrong Advisory Group
Massachusetts
– -$133K -2,076 Closed
RDFA
769
Ritter Daniher Financial Advisory
Ohio
– -$123K -1,930 Closed
AWM
770
Accurate Wealth Management
Florida
– -$109K -1,689 Closed
CG
771
Cutler Group
California
– -$106K -1,672 Closed
LS
772
Leelyn Smith
Illinois
– -$94.9K -1,486 Closed
ZIG
773
Zullo Investment Group
Pennsylvania
– -$85.7K -1,341 Closed
DWP
774
Destiny Wealth Partners
Florida
– -$79.2K -1,239 Closed
DCM
775
Davidson Capital Management
Texas
– -$76.7K -1,200 Closed
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