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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.36%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M

Top Buyers

1
DCC
Dow Chemical Company
Michigan
+$63.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$25.2M
4
Lido Advisors
Lido Advisors
California
+$20.2M
5
PI
PFS Investments
Georgia
+$17.2M

Top Sellers

1
LPL Financial
LPL Financial
California
-$161M
2
Bank of America
Bank of America
North Carolina
-$106M
3
BL
Balentine LLC
Georgia
-$81.9M
4
Wells Fargo
Wells Fargo
California
-$40.6M
5
AI
AdvisorShares Investments
Maryland
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
176
Wintrust Investments
Illinois
$2.72M -$7.99K -128 -0.3%
N
177
Natixis
France
$2.69M -$2.09M -33,446 -44%
TWM
178
Tradition Wealth Management
Minnesota
$2.66M -$222K -3,564 -8%
JWBC
179
John W. Brooker & Co
California
$2.62M -$9.36K -147 -0.4%
SPWG
180
Syntegra Private Wealth Group
Missouri
$2.6M +$61.1K +979 +2%
FCB
181
First Command Bank
Texas
$2.52M -$265K -4,243 -9%
FCFS
182
First Command Financial Services
Texas
$2.52M -$265K -4,243 -9%
MFG
183
Merit Financial Group
Georgia
$2.51M -$5.2M -83,290 -67%
GAA
184
Global Assets Advisory
Florida
$2.5M +$19.7K +310 +0.8%
SC
185
Scotia Capital
Ontario, Canada
$2.47M -$48.7K -781 -2%
NF
186
Nikulski Financial
Iowa
$2.46M -$169K -2,713 -6%
IA
187
IFG Advisory
Georgia
$2.46M -$781K -12,515 -24%
AWA
188
Acorn Wealth Advisors
Michigan
$2.44M -$88.8K -1,423 -4%
BRWA
189
B. Riley Wealth Advisors
Florida
$2.43M -$259K -4,154 -10%
IWM
190
IHT Wealth Management
Illinois
$2.42M -$163K -2,617 -6%
BFM
191
Boothbay Fund Management
New York
$2.41M +$2.41M +38,659 New
AC
192
Avant Capital
Louisiana
$2.41M -$11K -176 -0.5%
HIS
193
Harvest Investment Services
Illinois
$2.4M +$86.5K +1,386 +4%
LOIM
194
Liberty One Investment Management
Illinois
$2.38M +$1.44K +23 +0.1%
GIA
195
Gladstone Institutional Advisory
Florida
$2.38M -$277K -4,447 -10%
WCM
196
WealthBridge Capital Management
Ohio
$2.34M -$2.06K -33 -0.1%
LNC
197
Lincoln National Corp
Pennsylvania
$2.34M +$224K +3,594 +11%
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$2.32M -$37.4K -600 -2%
AI
199
Atria Investments
North Carolina
$2.3M -$1.88M -30,104 -45%
TC
200
TAP Consulting
Missouri
$2.24M +$2.24M +35,943 New
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