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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 %
KA
126
Klingman & Associates
New York
$4.45M -$47.7K -760 -1%
CS
127
Credit Suisse
Switzerland
$4.44M +$4.44M +70,677 New
PCFFS
128
Pacific Center for Financial Services
California
$4.38M +$6.22K +99 +0.1%
CS
129
Comerica Securities
Michigan
$4.24M +$291K +4,630 +7%
TPW
130
Transatlantique Private Wealth
New York
$4.24M +$78.4K +1,248 +2%
CFC
131
Client First Capital
California
$4.23M +$490K +7,799 +13%
QIM
132
Quantitative Investment Management
Virginia
$4.2M +$2.58M +41,103 +160%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$4.16M -$224K -3,573 -5%
SHFP
134
Second Half Financial Partners
Florida
$4.07M +$4.07M +64,828 New
AFP
135
Ausdal Financial Partners
Iowa
$3.75M -$691 -11 -0%
WOSD
136
WFA of San Diego
California
$3.61M -$669K -10,648 -16%
GA
137
Geller Advisors
New York
$3.53M
JWWM
138
Johnson & White Wealth Management
Pennsylvania
$3.48M +$44.3K +705 +1%
DWA
139
Delos Wealth Advisors
Texas
$3.39M -$364K -5,800 -10%
JWCA
140
J.W. Cole Advisors
Florida
$3.39M -$31.7K -505 -0.9%
FPW
141
Flagship Private Wealth
Massachusetts
$3.32M -$99.4K -1,583 -3%
MIA
142
Milestone Investment Advisors
Wisconsin
$3.29M -$97K -1,545 -3%
HH
143
Hilltop Holdings
Texas
$3.25M -$1.93M -30,748 -37%
OC
144
Oppenheimer & Co
New York
$3.23M +$345K +5,492 +12%
AWMS
145
Advocacy Wealth Management Services
Georgia
$3.21M -$132K -2,099 -4%
SWP
146
Stratos Wealth Partners
Ohio
$3.21M +$337K +5,373 +12%
NP
147
Nilsine Partners
Colorado
$3.15M +$1.76M +27,943 +126%
WWM
148
Western Wealth Management
Colorado
$3.14M -$29K -462 -0.9%
CIAS
149
Capital Investment Advisory Services
North Carolina
$3.1M -$600K -9,548 -16%
NYLIM
150
New York Life Investment Management
New York
$3.09M +$275K +4,375 +10%