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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.62%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
Bank of America
2
Bank of America
North Carolina
$350M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$122M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$142M

Top Sellers

1
Citigroup
1
Citigroup
New York
$5.58M
2
Wells Fargo
2
Wells Fargo
California
$121M
3
APF
3
Alaska Permanent Fund
Alaska
$176M
4
HNB
4
Huntington National Bank
Ohio
$30.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Avanda Investment Management
Singapore
$5.75M +$5.75M +91,700 New
Citigroup
102
Citigroup
New York
$5.58M -$57.3M -915,048 -91%
UB
103
UMB Bank
Missouri
$5.49M -$247K -3,942 -4%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$5.44M -$4.21M -67,129 -44%
PCA
105
Prosperity Capital Advisors
Ohio
$5.42M -$1.04M -16,657 -16%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$5.39M -$3.87M -61,841 -42%
SC
107
Sykon Capital
New York
$5.32M +$5.32M +84,952 New
OWM
108
Opes Wealth Management
California
$5.26M +$18.7K +298 +0.4%
FAIM
109
Financial Advocates Investment Management
Washington
$5.11M -$1.53M -24,724 -23%
FHA
110
Flagship Harbor Advisors
Massachusetts
$4.95M -$407K -6,497 -8%
IAN
111
Integrated Advisors Network
Texas
$4.88M -$393K -6,272 -7%
XF
112
XML Financial
Maryland
$4.88M +$254K +4,055 +5%
FFN
113
Focus Financial Network
Minnesota
$4.88M +$104K +1,652 +2%
SIA
114
Sovereign Investment Advisors
Arizona
$4.87M +$21.7K +347 +0.4%
SWMG
115
Sard Wealth Management Group
Georgia
$4.87M +$4.87M +77,666 New
CRC
116
Curi RMB Capital
Illinois
$4.79M +$18.4K +293 +0.4%
TFA
117
Transamerica Financial Advisors
Florida
$4.77M -$3.1M -49,498 -39%
CA
118
Cetera Advisors
Colorado
$4.75M -$194K -3,099 -4%
EIP
119
Ellis Investment Partners
Pennsylvania
$4.6M -$218K -3,484 -5%
TC
120
TownSquare Capital
Utah
$4.53M -$1.29M -20,636 -22%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$4.46M -$291K -4,652 -6%
CAM
122
Cozad Asset Management
Illinois
$4.3M -$617K -9,850 -13%
PCFFS
123
Pacific Center for Financial Services
California
$4.27M -$105K -1,668 -2%
NCM
124
Northwest Capital Management
Oregon
$4.17M -$360K -5,748 -8%
FIM
125
Freedom Investment Management
Connecticut
$3.98M +$995K +15,880 +33%
3 4
5
6 7