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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 %
TC
201
TAP Consulting
Missouri
$2.16M -$98.1K -1,562 -4%
JIP
202
Jaffetilchin Investment Partners
Florida
$2.15M +$16.1K +256 +0.8%
Marshall Wace
203
Marshall Wace
United Kingdom
$2.15M -$1.03M -16,369 -32%
AI
204
Atria Investments
North Carolina
$2.15M -$168K -2,667 -7%
PI
205
PFG Investments
New York
$2.14M +$691K +11,000 +48%
DADC
206
D.A. Davidson & Co
Montana
$2.13M +$39.1K +623 +2%
RWMG
207
Redwood Wealth Management Group
New Jersey
$2.1M -$24.2K -386 -1%
IRC
208
Investors Research Corp
Georgia
$2.1M +$4.77K +76 +0.2%
VWA
209
V Wealth Advisors
Kansas
$2.1M -$84.5K -1,345 -4%
JIC
210
Johnson Investment Counsel
Ohio
$2.1M -$60.2K -958 -3%
EWA
211
EP Wealth Advisors
California
$2.07M +$2.01M +170,545 +3,524%
LWP
212
Laurel Wealth Planning
Minnesota
$2.04M -$8.79K -140 -0.4%
NRI
213
NFP Retirement Inc
California
$2.02M -$7.85K -125 -0.4%
MCM
214
Manchester Capital Management
Vermont
$2.01M – – –
RI
215
Ridgewood Investments
New Jersey
$1.98M +$1.32K +21 +0.1%
TLFA
216
True Link Financial Advisors
California
$1.98M – – –
OBWG
217
Onyx Bridge Wealth Group
New York
$1.97M +$1.97M +31,356 New
SWA
218
Stratos Wealth Advisors
Ohio
$1.92M -$3.52K -56 -0.2%
SHWM
219
Silicon Hills Wealth Management
Texas
$1.89M -$91.7K -1,460 -5%
WIC
220
Woodmont Investment Counsel
Tennessee
$1.89M -$67.5K -1,075 -3%
JPMorgan Chase & Co
221
JPMorgan Chase & Co
New York
$1.84M +$409K +6,512 +29%
GWWM
222
Great Waters Wealth Management
Minnesota
$1.84M -$108K -1,720 -6%
Simplex Trading
223
Simplex Trading
Illinois
$1.82M +$417K +6,642 +30%
LHWM
224
Lake Hills Wealth Management
Texas
$1.81M -$104K -1,653 -5%
TP
225
Tranquility Partners
Tennessee
$1.79M -$6.85K -109 -0.4%
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