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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.

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
MWM
5
Moran Wealth Management
Florida
$38.7M

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 Market Value Shares Shares
Change 		Shares
Change %
LFPWM
76
Leicht Financial Planning & Wealth Management
New Jersey
$10.1M 158,355 -5,205 -3%
SGI
77
Summit Global Investments
Utah
$9.89M 154,689 +26,683 +21%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$9.81M 153,502 +24,210 +19%
NC
79
NewSquare Capital
Pennsylvania
$9.78M 152,982 -276,520 -64%
SFS
80
Sowell Financial Services
Arkansas
$9.25M 144,720 -2,189 -1%
DRS
81
Deane Retirement Strategies
Louisiana
$8.86M 138,635 -364 -0.3%
ORC
82
O'Rourke & Company
Massachusetts
$8.79M 137,580 +4,056 +3%
HighTower Advisors
83
HighTower Advisors
Illinois
$8.46M 132,357 -14,906 -10%
Truist Financial
84
Truist Financial
North Carolina
$8.41M 131,652 +5,504 +4%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$8.27M 129,370 -50,953 -28%
GFWA
86
Grey Fox Wealth Advisors
Delaware
$8.16M 127,720 +127,720 New
AAS
87
Avantax Advisory Services
Texas
$8.13M 127,185 +45,599 +56%
TRCT
88
Tower Research Capital (TRC)
New York
$8.04M 125,811 -38,191 -23%
MFG
89
Merit Financial Group
Georgia
$7.89M 123,531 +109,747 +796%
FHA
90
Flagship Harbor Advisors
Massachusetts
$7.79M 121,973 +5,774 +5%
Wellington Management Group
91
Wellington Management Group
Massachusetts
$7.76M 121,387 +121,387 New
BMCM
92
Burns Matteson Capital Management
New York
$7.69M 120,285 -65 -0.1%
FPB
93
First PREMIER Bank
South Dakota
$7.6M 118,968 -990 -0.8%
HCA
94
Heck Capital Advisors
Wisconsin
$7.48M 117,021 -2,296 -2%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$7.37M 115,373 +3,078 +3%
IDA
96
Intelligence Driven Advisers
California
$7.37M 113,470 -15,691 -12%
HWM
97
HB Wealth Management
Georgia
$7.24M 113,341 +535 +0.5%
DWMS
98
Dominguez Wealth Management Solutions
Virginia
$7.19M 112,517 +112,517 New
SKK
99
Shepherd Kaplan Krochuk
Massachusetts
$7.07M 110,604 -28,095 -20%
FAIM
100
Financial Advocates Investment Management
Washington
$6.88M 107,598 -44,440 -29%
2 3
4
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