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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 %
AWA
176
Acorn Wealth Advisors
Michigan
$2.25M +$29.4K +469 +1%
HNWAG
177
High Net Worth Advisory Group
Florida
$2.22M -$9.65K -154 -0.4%
WA
178
Waverly Advisors
Alabama
$2.21M -$116K -1,853 -5%
Daiwa Securities Group
179
Daiwa Securities Group
Japan
$2.21M +$38.2K +610 +2%
MOS
180
MGO One Seven
Ohio
$2.21M -$381K -6,075 -15%
FAG
181
Financial Advisory Group
Texas
$2.2M -$239K -3,808 -10%
GWSG
182
GPS Wealth Strategies Group
Colorado
$2.18M -$294K -4,686 -12%
WCM
183
WealthBridge Capital Management
Ohio
$2.16M -$65K -1,037 -3%
JIP
184
Jaffetilchin Investment Partners
Florida
$2.16M +$61K +973 +3%
EWA
185
EP Wealth Advisors
California
$2.14M +$16.7K +266 +0.8%
SC
186
Scotia Capital
Ontario, Canada
$2.13M -$189K -3,020 -8%
SSWM
187
Sheets Smith Wealth Management
North Carolina
$2.11M -$3.7K -59 -0.2%
WANY
188
Wealthspire Advisors (New York)
New York
$2.09M +$1.85M +29,457 +756%
PAS
189
Park Avenue Securities
New York
$2.02M +$96K +1,532 +5%
MCM
190
Manchester Capital Management
Vermont
$2.01M – – –
WCM
191
Weaver Capital Management
Georgia
$1.99M +$1.99M +31,723 New
IRC
192
Investors Research Corp
Georgia
$1.98M -$23.1K -369 -1%
NF
193
Nikulski Financial
Iowa
$1.98M -$183K -2,925 -8%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$1.97M -$56.1K -896 -3%
NRI
195
NFP Retirement Inc
California
$1.96M -$35.7K -569 -2%
RWMG
196
Redwood Wealth Management Group
New Jersey
$1.96M -$92.7K -1,479 -5%
CFC
197
Client First Capital
California
$1.94M -$1.91M -30,558 -50%
VCA
198
Verdence Capital Advisors
Maryland
$1.89M -$35.9K -573 -2%
IA
199
IFG Advisory
Georgia
$1.87M +$6.64K +106 +0.4%
FCAS
200
First Command Advisory Services
Texas
$1.86M -$194K -3,096 -9%
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