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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.5M
4
GCM
Ghisallo Capital Management
Massachusetts
+$15M
5
NC
NewSquare Capital
Pennsylvania
+$13.7M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$101M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$75.4M
3
Bank of America
Bank of America
North Carolina
-$69.2M
4
LPL Financial
LPL Financial
California
-$67.6M
5
Ameriprise
Ameriprise
Minnesota
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$3.08M -$261K -4,150 -8%
WC
152
Waterloo Capital
Texas
$3.03M -$678K -10,793 -18%
XF
153
XML Financial
Maryland
$2.97M -$1.39M -22,189 -32%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$2.93M – – –
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$2.92M -$622K -9,896 -18%
PA
156
Parallel Advisors
California
$2.89M -$779K -12,404 -21%
AP
157
Adero Partners
California
$2.89M -$446K -7,108 -13%
TC
158
TownSquare Capital
Utah
$2.89M +$2.89M +45,967 New
WI
159
Wintrust Investments
Illinois
$2.85M +$108K +1,712 +4%
PWMG
160
Pinnacle Wealth Management Group
Michigan
$2.82M -$347K -5,530 -11%
AWA
161
Amplius Wealth Advisors
Pennsylvania
$2.78M -$963K -15,328 -26%
PA
162
PFG Advisors
Arizona
$2.76M -$268K -4,268 -9%
GSC
163
G&S Capital
Colorado
$2.75M -$328K -5,228 -11%
SPIA
164
Steward Partners Investment Advisory
New York
$2.71M -$178K -2,829 -6%
SAG
165
SageView Advisory Group
California
$2.7M -$544K -8,660 -17%
FAG
166
Financial Advisory Group
Texas
$2.7M -$141K -2,250 -5%
N
167
Natixis
France
$2.7M -$12.3K -196 -0.5%
DWMG
168
DB Wealth Management Group
California
$2.69M -$96.4K -1,535 -3%
SPWG
169
Syntegra Private Wealth Group
Missouri
$2.63M +$13.6K +217 +0.5%
JWBC
170
John W. Brooker & Co
California
$2.58M – – –
BRWA
171
B. Riley Wealth Advisors
Florida
$2.58M +$130K +2,066 +5%
CG
172
Corundum Group
Colorado
$2.56M -$1.41M -22,464 -36%
GWSG
173
GPS Wealth Strategies Group
Colorado
$2.56M -$397K -6,313 -13%
TWM
174
Tradition Wealth Management
Minnesota
$2.55M -$134K -2,127 -5%
AAS
175
Ameritas Advisory Services
Nebraska
$2.49M -$930K -14,960 -27%
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