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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.96%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$57.9M
2
PMAM
2
Picton Mahoney Asset Management
Ontario, Canada
$32.6M
3
APF
3
Alaska Permanent Fund
Alaska
$191M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$85.8M
3
LPL Financial
3
LPL Financial
California
$183M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
HNB
5
Huntington National Bank
Ohio
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$7.97M -$532K -9,045 -6%
FTUS
77
Flow Traders U.S.
New York
$7.79M +$6.32M +107,500 +431%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$7.76M +$287K +4,875 +4%
GS
79
GTS Securities
New York
$7.43M +$7.43M +126,305 New
TFA
80
Transamerica Financial Advisors
Florida
$7.39M +$697K +11,862 +10%
SKK
81
Shepherd Kaplan Krochuk
Massachusetts
$7.33M +$753K +12,806 +11%
LHWM
82
Lake Hills Wealth Management
Texas
$7.22M +$5.53M +94,002 +326%
CTWM
83
Cherry Tree Wealth Management
Minnesota
$7.04M -$251K -4,262 -3%
PWM
84
Peterson Wealth Management
Nevada
$7.01M +$155K +2,642 +2%
TC
85
Teilinger Capital
Texas
$6.94M +$4.7M +80,000 +211%
Truist Financial
86
Truist Financial
North Carolina
$6.85M -$345K -5,862 -5%
Squarepoint
87
Squarepoint
New York
$6.78M +$967K +16,456 +17%
DWMS
88
Dominguez Wealth Management Solutions
Virginia
$6.75M +$24.2K +411 +0.4%
BMCM
89
Burns Matteson Capital Management
New York
$6.74M -$104K -1,775 -2%
Mariner
90
Mariner
Kansas
$6.71M -$1.73M -29,447 -21%
GWM
91
Geneos Wealth Management
Colorado
$6.7M -$200K -3,405 -3%
Corient Private Wealth
92
Corient Private Wealth
Florida
$6.61M +$26K +442 +0.4%
HWM
93
HB Wealth Management
Georgia
$6.56M -$45.3K -771 -0.7%
FPB
94
First PREMIER Bank
South Dakota
$6.47M -$319K -5,432 -5%
HF
95
HRT Financial
New York
$6.46M +$6.46M +109,956 New
HIIFS
96
Harel Insurance Investments & Financial Services
Israel
$6.38M +$601K +10,171 +10%
FAIM
97
Financial Advocates Investment Management
Washington
$6.3M +$232K +3,951 +4%
HP
98
Hyperion Partners
Pennsylvania
$6.26M +$40.4K +687 +0.6%
PCA
99
Prosperity Capital Advisors
Ohio
$6.07M -$1.14M -19,389 -16%
Creative Planning
100
Creative Planning
Kansas
$5.91M +$34.5K +586 +0.6%
2 3
4
5 6