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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.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
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
Morgan Stanley
New York
$1.31B
2
Bank of America
Bank of America
North Carolina
$350M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$122M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$86.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$142M

Top Sellers

1
Citigroup
Citigroup
New York
$5.58M
2
Wells Fargo
Wells Fargo
California
$121M
3
APF
Alaska Permanent Fund
Alaska
$176M
4
HNB
Huntington National Bank
Ohio
$30.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$43.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
151
Syntegra Private Wealth Group
Missouri
$2.57M -$31.1K -497 -1%
SW
152
Signify Wealth
Missouri
$2.56M +$2.56M +40,833 New
JWBC
153
John W. Brooker & Co
California
$2.54M – – –
Simplex Trading
154
Simplex Trading
Illinois
$2.54M +$2.54M +40,525 New
SPIA
155
Steward Partners Investment Advisory
New York
$2.54M -$57.9K -924 -2%
TC
156
Teilinger Capital
Texas
$2.51M -$4.89M -78,000 -66%
WWM
157
WT Wealth Management
Arizona
$2.46M -$278K -4,436 -10%
N
158
Natixis
France
$2.46M -$83.5K -1,333 -3%
GAA
159
Global Assets Advisory
Florida
$2.45M – – –
HIS
160
Harvest Investment Services
Illinois
$2.43M +$143K +2,289 +6%
M&T Bank
161
M&T Bank
New York
$2.42M – – –
AP
162
Adero Partners
California
$2.42M -$11K -175 -0.5%
VAS
163
Valicenti Advisory Services
New York
$2.41M +$73.8K +1,178 +3%
AC
164
Avestar Capital
New York
$2.4M +$558K +8,907 +30%
BRWA
165
B. Riley Wealth Advisors
Florida
$2.4M -$194K -3,100 -7%
SF
166
Schaeffer Financial
Maryland
$2.34M +$2.34M +37,303 New
FA
167
FDx Advisors
Illinois
$2.32M -$159K -2,532 -6%
WWA
168
WCG Wealth Advisors
Nevada
$2.31M -$26.4K -422 -1%
AWA
169
Amplius Wealth Advisors
Pennsylvania
$2.3M -$41.4K -661 -2%
LNC
170
Lincoln National Corp
Pennsylvania
$2.3M +$3.38K +54 +0.1%
LOIM
171
Liberty One Investment Management
Illinois
$2.27M -$62.3K -994 -3%
PA
172
Parallel Advisors
California
$2.27M -$574K -9,154 -20%
PWM
173
Peterson Wealth Management
Nevada
$2.26M -$5.2M -83,013 -70%
TWM
174
Tradition Wealth Management
Minnesota
$2.26M -$299K -4,777 -12%
PA
175
PFG Advisors
Arizona
$2.26M -$402K -6,416 -15%
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