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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

744 hedge funds and large institutions have $6.86B invested in Invesco S&P 500 Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

Holders
744
Holders Change
+62
Holders Change %
+9.09%
% of All Funds
12%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
0.71%
New
126
Increased
239
Reduced
251
Closed
49
Calls
$23.4M
Puts
$13.5M
Net Calls
+$9.89M
Net Calls Change
+$8.05M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$470M
2
Bank of America
2
Bank of America
North Carolina
$522M
3
LPL Financial
3
LPL Financial
California
$468M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$96.3M
5
MWM
5
Moran Wealth Management
Florida
$38.7M

Top Sellers

1
Citigroup
1
Citigroup
New York
$96.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.1M
3
BMM
3
Berkshire Money Management
Massachusetts
$2.04M
4
NC
4
NewSquare Capital
Pennsylvania
$9.78M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$587M 9,184,160 -142,475 -2%
Bank of America
2
Bank of America
North Carolina
$522M 8,175,387 +2,858,562 +54%
Morgan Stanley
3
Morgan Stanley
New York
$503M 7,877,509 -193,125 -2%
AWA
4
Arete Wealth Advisors
Illinois
$470M 7,358 +3,746 +104%
LPL Financial
5
LPL Financial
California
$468M 7,330,858 +1,121,408 +18%
BL
6
Balentine LLC
Georgia
$428M 6,690,648 -76,155 -1%
DCC
7
Dow Chemical Company
Michigan
$294M 4,594,499 +594,499 +15%
Wells Fargo
8
Wells Fargo
California
$198M 3,103,274 -62,747 -2%
Ameriprise
9
Ameriprise
Minnesota
$168M 2,634,470 +373,276 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$121M 1,885,924 +76,923 +4%
UBS Group
11
UBS Group
Switzerland
$108M 1,684,578 -166,618 -9%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$97.1M 1,519,793 +56,568 +4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$96.3M 1,488,254 +652,158 +78%
Citigroup
14
Citigroup
New York
$96.1M 1,503,729 -706,497 -32%
Osaic Holdings
15
Osaic Holdings
Arizona
$84.9M 1,328,006 +13,961 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$79M 1,236,409 -166,410 -12%
MTWSIF
17
Mivtachim The Workers Social Insurance Fund
Israel
$77.3M 1,209,000 – –
SAM
18
Securian Asset Management
Minnesota
$73.8M 1,155,021 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$64M 1,001,800 -49,929 -5%
BCM
20
Brookstone Capital Management
Illinois
$56.1M 864,926 +15,286 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$55.1M 873,070 -34,046 -4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$52.1M 814,802 -201,831 -20%
KAS
23
Kestra Advisory Services
Texas
$51.2M 800,604 +4,062 +0.5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$48M 751,388 +363,700 +94%
SEI Investments
25
SEI Investments
Pennsylvania
$47.3M 740,320 -3,790 -0.5%
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