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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 %
AP
176
Adero Partners
California
$2.28M -$423K -7,195 -16%
GAA
177
Global Assets Advisory
Florida
$2.28M +$41.1K +699 +2%
M&T Bank
178
M&T Bank
New York
$2.27M -$51.4K -875 -2%
AC
179
Avant Capital
Louisiana
$2.26M -$17.8K -302 -0.8%
WWA
180
WCG Wealth Advisors
Nevada
$2.2M +$2.2M +37,357 New
AWA
181
Amplius Wealth Advisors
Pennsylvania
$2.19M -$410K -6,972 -16%
LOIM
182
Liberty One Investment Management
Illinois
$2.19M -$55.2K -939 -2%
VAS
183
Valicenti Advisory Services
New York
$2.19M +$1.86M +31,634 +562%
WA
184
Waverly Advisors
Alabama
$2.18M -$80.4K -1,367 -4%
CG
185
Corundum Group
Colorado
$2.18M -$221K -3,753 -9%
SC
186
Scotia Capital
Ontario, Canada
$2.17M -$117K -1,992 -5%
LNC
187
Lincoln National Corp
Pennsylvania
$2.15M -$48.7K -828 -2%
HIS
188
Harvest Investment Services
Illinois
$2.15M -$37K -630 -2%
PFA
189
Petra Financial Advisors
Colorado
$2.15M -$2.11M -35,864 -50%
WCM
190
WealthBridge Capital Management
Ohio
$2.09M -$16K -272 -0.8%
HNWAG
191
High Net Worth Advisory Group
Florida
$2.09M +$176 +3 +0%
AWA
192
Acorn Wealth Advisors
Michigan
$2.08M -$57.7K -981 -3%
Daiwa Securities Group
193
Daiwa Securities Group
Japan
$2.04M -$32.3K -550 -2%
NF
194
Nikulski Financial
Iowa
$2.03M -$41.4K -704 -2%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$2.03M -$704K -11,978 -26%
EWA
196
EP Wealth Advisors
California
$1.99M -$8.32M -141,484 -81%
SSWM
197
Sheets Smith Wealth Management
North Carolina
$1.99M -$35.6K -605 -2%
JIP
198
Jaffetilchin Investment Partners
Florida
$1.97M -$43.8K -745 -2%
AIC
199
Ayalon Insurance Company
Israel
$1.97M -$70.4K -1,198 -3%
FCAS
200
First Command Advisory Services
Texas
$1.93M +$1.93M +32,836 New
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