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Invesco S&P 500 Low Volatility ETF

682 hedge funds and large institutions have $5.5B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 243 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+13
Holders Change %
+1.94%
% of All Funds
11.79%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.85%
New
54
Increased
243
Reduced
242
Closed
38
Calls
$3.29M
Puts
$1.45M
Net Calls
+$1.84M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
101
HB Wealth Management
Georgia
$6.52M +$204K +3,535 +3%
PWM
102
Peterson Wealth Management
Nevada
$6.5M +$2.11M +36,407 +48%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$6.48M -$23.4K -406 -0.4%
WWM
104
WT Wealth Management
Arizona
$6.47M +$3.94M +68,193 +156%
Creative Planning
105
Creative Planning
Kansas
$6.45M -$106K -1,838 -2%
IAN
106
Integrated Advisors Network
Texas
$5.97M +$37.4K +646 +0.6%
UB
107
UMB Bank
Missouri
$5.9M -$281K -4,855 -5%
MAP
108
Milestone Advisory Partners
North Carolina
$5.83M -$1.45M -25,007 -20%
EFS
109
Essex Financial Services
Connecticut
$5.77M -$32.7K -566 -0.6%
HIIFS
110
Harel Insurance Investments & Financial Services
Israel
$5.71M -$770K -13,130 -12%
HF
111
HRT Financial
New York
$5.61M +$5.61M +96,944 New
AWA
112
Alaska Wealth Advisors
Alaska
$5.55M +$3.11M +53,857 +128%
CL
113
CPWM LLC
Washington
$5.52M
EIP
114
Ellis Investment Partners
Pennsylvania
$5.48M -$316K -5,461 -5%
BAM
115
Belpointe Asset Management
Nevada
$5.37M -$1.17M -20,171 -18%
CS
116
Credit Suisse
Switzerland
$5.24M -$522K -9,022 -9%
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$5.23M +$1.85K +32 +0%
HH
118
Hilltop Holdings
Texas
$5.23M +$29.7K +514 +0.6%
SF
119
Schaeffer Financial
Maryland
$5M +$50.7K +876 +1%
NYLIM
120
New York Life Investment Management
New York
$5M +$1.75M +30,343 +54%
WWM
121
Western Wealth Management
Colorado
$4.9M +$254K +4,358 +5%
DTIM
122
Danda Trouve Investment Management
Kansas
$4.9M +$4.9M +84,682 New
JGIA
123
Jackson Grant Investment Advisers
Connecticut
$4.88M +$27.6K +477 +0.6%
WOSD
124
WFA of San Diego
California
$4.78M -$139K -2,407 -3%
AAS
125
Avantax Advisory Services
Texas
$4.72M -$331K -5,727 -7%