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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
DCC
5
Dow Chemical Company
Michigan
$294M

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 %
MCC
101
Money Concepts Capital
Florida
$6.87M 107,523 +63,992 +147%
HP
102
Hyperion Partners
Pennsylvania
$6.73M 105,398 +105,398 New
MFP
103
Meridian Financial Partners
Virginia
$6.52M 104,158 +104,158 New
PWM
104
Peterson Wealth Management
Nevada
$6.51M 101,862 -10,590 -9%
Corient Private Wealth
105
Corient Private Wealth
Florida
$6.48M 101,484 +101,484 New
EFS
106
Essex Financial Services
Connecticut
$6.43M 100,570 +723 +0.7%
AWA
107
Alaska Wealth Advisors
Alaska
$6.37M 99,733 +3,826 +4%
IAN
108
Integrated Advisors Network
Texas
$6.31M 98,739 -4,541 -4%
UB
109
UMB Bank
Missouri
$6.28M 98,271 -3,714 -4%
HIIFS
110
Harel Insurance Investments & Financial Services
Israel
$6.26M 97,453 +110 +0.1%
Creative Planning
111
Creative Planning
Kansas
$6.17M 96,582 -14,908 -13%
WFA
112
Wellspring Financial Advisors
Ohio
$6.13M 95,862 -20,037 -17%
Squarepoint
113
Squarepoint
New York
$6.1M 95,475 +95,475 New
SAG
114
SageView Advisory Group
California
$5.9M 92,274 +92,274 New
BBP
115
Banco BTG Pactual
Brazil
$5.87M 91,900 -22,050 -19%
BAM
116
Belpointe Asset Management
Nevada
$5.87M 91,892 -1,003 -1%
EIP
117
Ellis Investment Partners
Pennsylvania
$5.87M 91,794 -2,900 -3%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$5.78M 90,435 +4 +0%
GWM
119
Geneos Wealth Management
Colorado
$5.52M 86,419 -43,999 -34%
JGIA
120
Jackson Grant Investment Advisers
Connecticut
$5.36M 83,819 -528 -0.6%
TC
121
Teilinger Capital
Texas
$5.3M 83,000 -57,000 -41%
CRC
122
Curi RMB Capital
Illinois
$5.19M 81,144 – –
WOSD
123
WFA of San Diego
California
$5.18M 81,117 -1,548 -2%
CAM
124
Cozad Asset Management
Illinois
$5.18M 81,052 +25,720 +46%
CA
125
Cetera Advisors
Colorado
$5.13M 80,333 +1,554 +2%
3 4
5
6 7