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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
76
Prosperity Capital Advisors
Ohio
$7.7M +$765K +12,187 +11%
HCA
77
Heck Capital Advisors
Wisconsin
$7.68M +$120K +1,911 +2%
Truist Financial
78
Truist Financial
North Carolina
$7.68M -$441K -7,029 -5%
GWM
79
Geneos Wealth Management
Colorado
$7.37M +$440K +7,009 +6%
PWM
80
Peterson Wealth Management
Nevada
$7.32M +$123K +1,958 +2%
BMCM
81
Burns Matteson Capital Management
New York
$7.31M -$162K -2,581 -2%
FPB
82
First PREMIER Bank
South Dakota
$7.26M -$89.1K -1,418 -1%
DWMS
83
Dominguez Wealth Management Solutions
Virginia
$7.18M +$46.2K +735 +0.6%
TFA
84
Transamerica Financial Advisors
Florida
$7.15M +$1.93M +30,684 +37%
HWM
85
HB Wealth Management
Georgia
$7.05M -$60.4K -962 -0.8%
Corient Private Wealth
86
Corient Private Wealth
Florida
$7.04M +$761K +12,118 +12%
SKK
87
Shepherd Kaplan Krochuk
Massachusetts
$7.03M +$233K +3,708 +3%
WWM
88
WT Wealth Management
Arizona
$6.73M -$2.93M -46,601 -30%
HP
89
Hyperion Partners
Pennsylvania
$6.64M +$125K +1,985 +2%
EFS
90
Essex Financial Services
Connecticut
$6.6M +$421K +6,698 +7%
FAIM
91
Financial Advocates Investment Management
Washington
$6.49M +$247K +3,940 +4%
GFWA
92
Grey Fox Wealth Advisors
Delaware
$6.46M +$883K +14,062 +16%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$6.42M -$428K -6,817 -6%
IAN
94
Integrated Advisors Network
Texas
$6.41M +$82.8K +1,318 +1%
Creative Planning
95
Creative Planning
Kansas
$6.28M +$71.4K +1,136 +1%
Squarepoint
96
Squarepoint
New York
$6.21M +$5.25M +83,548 +545%
HIIFS
97
Harel Insurance Investments & Financial Services
Israel
$6.09M -$23.4K -376 -0.4%
UB
98
UMB Bank
Missouri
$5.95M -$36.4K -580 -0.6%
FHA
99
Flagship Harbor Advisors
Massachusetts
$5.94M -$1.27M -20,183 -18%
MAP
100
Milestone Advisory Partners
North Carolina
$5.84M +$2.48M +39,449 +74%