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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

660 hedge funds and large institutions have $5.29B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.44%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
65
Increased
234
Reduced
218
Closed
56
Calls
$6.1M
Puts
$23.5M
Net Calls
-$17.4M
Net Calls Change
-$16.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$289M
2
PPA
2
Parametric Portfolio Associates
Washington
$103M
3
Wells Fargo
3
Wells Fargo
California
$169M
4
AWM
4
AE Wealth Management
Kansas
$59M
5
SCA
5
Stuart Chaussee & Associates
California
$47.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$513M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$20.6M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.93M
4
Invesco
4
Invesco
Georgia
$593M
5
BAM
5
BTS Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$3.39M +$3.39M +52,780 New
SHWM
152
Silicon Hills Wealth Management
Texas
$3.39M -$151K -2,249 -4%
FAIM
153
Financial Advocates Investment Management
Washington
$3.32M -$37.5K -559 -1%
ASN
154
Advisory Services Network
Georgia
$3.31M +$1.47M +21,871 +80%
SFSG
155
Sound Financial Strategies Group
Mississippi
$3.29M +$3.09M +46,015 +1,511%
IA
156
IFG Advisory
Georgia
$3.28M +$587K +8,754 +22%
PSUF
157
People's United Financial
Connecticut
$3.11M – – –
DC
158
Diametric Capital
Massachusetts
$3.02M +$3.02M +45,067 New
SC
159
Scotia Capital
Ontario, Canada
$3.01M +$30.2K +450 +1%
TWM
160
Tradition Wealth Management
Minnesota
$2.99M -$67.8K -1,010 -2%
VAS
161
Valicenti Advisory Services
New York
$2.97M +$2.65M +39,494 +839%
AWA
162
Acorn Wealth Advisors
Michigan
$2.96M +$12.1K +181 +0.4%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$2.89M -$77.6K -1,156 -3%
WI
164
Wintrust Investments
Illinois
$2.84M +$2.34M +34,913 +469%
AC
165
Avant Capital
Louisiana
$2.84M -$90.6K -1,350 -3%
JWBC
166
John W. Brooker & Co
California
$2.83M -$43.7K -651 -2%
BRWA
167
B. Riley Wealth Advisors
Florida
$2.81M -$32.3K -481 -1%
N
168
Natixis
France
$2.81M +$167K +2,483 +6%
NF
169
Nikulski Financial
Iowa
$2.8M +$558K +8,315 +25%
GSC
170
G&S Capital
Colorado
$2.8M -$780K -11,635 -22%
JIC
171
Johnson Investment Counsel
Ohio
$2.8M +$178K +2,650 +7%
KL
172
KWMG LLC
Kansas
$2.77M -$131K -1,951 -5%
OWM
173
OneAscent Wealth Management
Alabama
$2.77M +$2.77M +41,335 New
SSWM
174
Sheets Smith Wealth Management
North Carolina
$2.74M +$265K +3,955 +11%
LWP
175
Laurel Wealth Planning
Minnesota
$2.72M -$222K -3,306 -8%
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