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Invesco S&P 500 Low Volatility ETF

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
11.37%
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
Name Holding Trade Value Shares
Change
Shares
Change %
ORC
76
O'Rourke & Company
Massachusetts
$8.53M -$54.4K -872 -0.6%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$8.19M +$122K +1,950 +2%
Truist Financial
78
Truist Financial
North Carolina
$8.07M -$142K -2,279 -2%
TVAMP
79
Tennessee Valley Asset Management Partners
Tennessee
$8.06M -$3.66M -58,724 -31%
HighTower Advisors
80
HighTower Advisors
Illinois
$7.99M -$263K -4,215 -3%
HCA
81
Heck Capital Advisors
Wisconsin
$7.52M +$213K +3,420 +3%
IDA
82
Intelligence Driven Advisers
California
$7.5M +$325K +5,145 +5%
BMCM
83
Burns Matteson Capital Management
New York
$7.42M -$84.7K -1,358 -1%
FPB
84
First PREMIER Bank
South Dakota
$7.3M -$128K -2,045 -2%
TC
85
Teilinger Capital
Texas
$7.18M +$2M +32,000 +39%
FHA
86
Flagship Harbor Advisors
Massachusetts
$7.16M -$450K -7,211 -6%
PWM
87
Peterson Wealth Management
Nevada
$7.15M +$792K +12,696 +12%
MFP
88
Meridian Financial Partners
Virginia
$7.14M +$525K +8,268 +8%
DWMS
89
Dominguez Wealth Management Solutions
Virginia
$7.09M +$71K +1,138 +1%
HWM
90
HB Wealth Management
Georgia
$7.07M -$5.68K -91 -0.1%
PCA
91
Prosperity Capital Advisors
Ohio
$6.89M +$5.09M +81,598 +283%
GWM
92
Geneos Wealth Management
Colorado
$6.88M +$1.49M +23,871 +28%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$6.8M +$3.1M +49,754 +84%
MWM
94
MinichMacGregor Wealth Management
New York
$6.75M -$4.77M -76,472 -41%
SKK
95
Shepherd Kaplan Krochuk
Massachusetts
$6.75M -$151K -2,423 -2%
HP
96
Hyperion Partners
Pennsylvania
$6.47M -$104K -1,672 -2%
BBP
97
Banco BTG Pactual
Brazil
$6.42M +$561K +8,800 +10%
IAN
98
Integrated Advisors Network
Texas
$6.28M +$122K +1,963 +2%
Corient Private Wealth
99
Corient Private Wealth
Florida
$6.24M -$95.5K -1,530 -2%
FAIM
100
Financial Advocates Investment Management
Washington
$6.2M -$510K -8,170 -8%