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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$2.22M -$74.6K -1,196 -3%
HNWAG
202
High Net Worth Advisory Group
Florida
$2.22M +$1.25K +20 +0.1%
VWA
203
V Wealth Advisors
Kansas
$2.17M +$1.13M +18,052 +108%
AIC
204
Ayalon Insurance Company
Israel
$2.17M +$1.04M +16,689 +93%
ASN
205
Advisory Services Network
Georgia
$2.15M -$164K -2,629 -7%
JIC
206
Johnson Investment Counsel
Ohio
$2.15M -$217K -3,482 -9%
RJT
207
Raymond James Trust
Florida
$2.13M -$61.1K -980 -3%
JIP
208
Jaffetilchin Investment Partners
Florida
$2.12M +$45.6K +730 +2%
RWMG
209
Redwood Wealth Management Group
New Jersey
$2.11M -$52.9K -848 -2%
PIA
210
Perennial Investment Advisors
California
$2.09M +$2.09M +33,543 New
IRC
211
Investors Research Corp
Georgia
$2.08M -$59.7K -957 -3%
DADC
212
D.A. Davidson & Co
Montana
$2.07M +$473K +7,584 +30%
Goldman Sachs
213
Goldman Sachs
New York
$2.07M -$2.74M -43,875 -57%
LWP
214
Laurel Wealth Planning
Minnesota
$2.03M -$362K -5,805 -15%
NRI
215
NFP Retirement Inc
California
$2.02M -$4.06K -65 -0.2%
MCM
216
Manchester Capital Management
Vermont
$2M
PAS
217
Park Avenue Securities
New York
$1.99M +$705K +11,301 +55%
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$1.98M -$63.5K -1,017 -3%
SHWM
219
Silicon Hills Wealth Management
Texas
$1.97M -$250K -4,007 -11%
GWWM
220
Great Waters Wealth Management
Minnesota
$1.97M -$109K -1,713 -5%
RI
221
Ridgewood Investments
New Jersey
$1.97M +$1.31K +21 +0.1%
BMM
222
Berkshire Money Management
Massachusetts
$1.97M -$26.9K -431 -1%
PFT
223
Providence First Trust
Arizona
$1.97M -$61.2K -981 -3%
TLFA
224
True Link Financial Advisors
California
$1.96M
FTS
225
Fifth Third Securities
Ohio
$1.95M -$48.3K -774 -2%