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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.95%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$57.2M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$32.6M
3
APF
Alaska Permanent Fund
Alaska
+$23.1M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$19.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$97.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$57.3M
3
LPL Financial
LPL Financial
California
-$32.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.3M
5
HNB
Huntington National Bank
Ohio
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$2.79M -$144K -2,450 -5%
PA
152
Parallel Advisors
California
$2.67M -$35.1K -597 -1%
OC
153
Oppenheimer & Co
New York
$2.62M -$402K -6,845 -13%
NAM
154
NorthCrest Asset Manangement
Minnesota
$2.61M +$2.61M +44,401 New
ZIM
155
Zacks Investment Management
Illinois
$2.61M +$1.62M +27,489 +163%
WWM
156
WT Wealth Management
Arizona
$2.57M -$3.73M -63,490 -59%
FPW
157
Flagship Private Wealth
Massachusetts
$2.55M -$553K -9,399 -18%
GSC
158
G&S Capital
Colorado
$2.55M -$23.9K -407 -0.9%
PA
159
PFG Advisors
Arizona
$2.49M -$91K -1,548 -4%
SAG
160
SageView Advisory Group
California
$2.48M -$53K -902 -2%
SPWG
161
Syntegra Private Wealth Group
Missouri
$2.44M -$19.2K -326 -0.8%
SPIA
162
Steward Partners Investment Advisory
New York
$2.44M -$95.8K -1,629 -4%
BRWA
163
B. Riley Wealth Advisors
Florida
$2.43M +$22.2K +377 +0.9%
MOS
164
MGO One Seven
Ohio
$2.43M +$1.69M +28,690 +227%
WC
165
Waterloo Capital
Texas
$2.43M -$413K -7,029 -15%
PI
166
PFG Investments
New York
$2.42M +$412K +7,016 +21%
TWM
167
Tradition Wealth Management
Minnesota
$2.41M +$21.6K +368 +0.9%
N
168
Natixis
France
$2.38M -$142K -2,408 -6%
JWBC
169
John W. Brooker & Co
California
$2.38M -$34.9K -593 -1%
TC
170
TAP Consulting
Missouri
$2.37M +$354K +6,017 +18%
IA
171
IFP Advisors
Florida
$2.36M +$168K +2,853 +8%
FA
172
FDx Advisors
Illinois
$2.33M +$2.33M +39,595 New
GWSG
173
GPS Wealth Strategies Group
Colorado
$2.32M -$77K -1,310 -3%
GFWA
174
Grey Fox Wealth Advisors
Delaware
$2.3M -$3.74M -63,673 -62%
FAG
175
Financial Advisory Group
Texas
$2.29M -$242K -4,115 -10%
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