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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 %
M&T Bank
176
M&T Bank
New York
$2.48M -$644K -10,250 -21%
AWE
177
Avidian Wealth Enterprises
Texas
$2.48M -$6.52M -103,871 -72%
IA
178
IFG Advisory
Georgia
$2.47M -$1.7K -27 -0.1%
SC
179
Scotia Capital
Ontario, Canada
$2.45M -$39.9K -635 -2%
AC
180
Avant Capital
Louisiana
$2.43M +$8.35K +133 +0.3%
WA
181
Waverly Advisors
Alabama
$2.42M +$1.87M +29,777 +340%
PAS
182
Park Avenue Securities
New York
$2.4M +$398K +6,334 +20%
LOIM
183
Liberty One Investment Management
Illinois
$2.4M +$2.76K +44 +0.1%
GAA
184
Global Assets Advisory
Florida
$2.39M -$86K -1,369 -3%
TC
185
Teilinger Capital
Texas
$2.39M -$4.84M -77,000 -67%
LNC
186
Lincoln National Corp
Pennsylvania
$2.35M -$5.09K -81 -0.2%
FCFS
187
First Command Financial Services
Texas
$2.35M -$196K -3,120 -8%
FCB
188
First Command Bank
Texas
$2.35M -$196K -3,120 -8%
IA
189
IFP Advisors
Florida
$2.34M +$76.4K +1,216 +3%
HIS
190
Harvest Investment Services
Illinois
$2.33M -$78.6K -1,252 -3%
IWM
191
IHT Wealth Management
Illinois
$2.3M -$135K -2,146 -6%
PP
192
Paloma Partners
Connecticut
$2.29M +$507K +8,068 +28%
AWA
193
Acorn Wealth Advisors
Michigan
$2.29M -$171K -2,725 -7%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$2.28M -$523K -8,326 -19%
WCM
195
WealthBridge Capital Management
Ohio
$2.25M -$108K -1,713 -5%
HNWAG
196
High Net Worth Advisory Group
Florida
$2.23M +$188 +3 +0%
NF
197
Nikulski Financial
Iowa
$2.21M -$265K -4,219 -11%
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$2.21M -$126K -2,000 -5%
AIC
199
Ayalon Insurance Company
Israel
$2.18M – – –
SSWM
200
Sheets Smith Wealth Management
North Carolina
$2.16M -$72K -1,146 -3%
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