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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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.

Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.37%
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

Top Buyers

1
DCC
1
Dow Chemical Company
Michigan
$350M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$32.8M
4
Lido Advisors
4
Lido Advisors
California
$20.8M
5
PI
5
PFS Investments
Georgia
$47.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$297M
2
Bank of America
2
Bank of America
North Carolina
$404M
3
BL
3
Balentine LLC
Georgia
$336M
4
Wells Fargo
4
Wells Fargo
California
$153M
5
AI
5
AdvisorShares Investments
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$580M 9,294,141 +109,981 +1%
Morgan Stanley
2
Morgan Stanley
New York
$507M 8,118,773 +241,264 +3%
Bank of America
3
Bank of America
North Carolina
$404M 6,469,055 -1,706,332 -21%
DCC
4
Dow Chemical Company
Michigan
$350M 5,611,781 +1,017,282 +22%
BL
5
Balentine LLC
Georgia
$336M 5,378,268 -1,312,380 -20%
LPL Financial
6
LPL Financial
California
$297M 4,752,189 -2,578,669 -35%
Wells Fargo
7
Wells Fargo
California
$153M 2,451,898 -651,376 -21%
Ameriprise
8
Ameriprise
Minnesota
$142M 2,272,511 -361,959 -14%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$103M 1,653,426 +165,172 +11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$92.5M 1,483,024 -36,769 -2%
UBS Group
11
UBS Group
Switzerland
$91.2M 1,460,993 -223,585 -13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$91M 1,458,513 +643,711 +79%
MTWSIF
13
Mivtachim The Workers Social Insurance Fund
Israel
$75.4M 1,209,000 – –
SAM
14
Securian Asset Management
Minnesota
$72.1M 1,155,021 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$71.7M 1,147,274 -180,732 -14%
Citigroup
16
Citigroup
New York
$66.7M 1,069,259 -434,470 -29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$58.6M 938,617 -297,792 -24%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$57.9M 927,452 +54,382 +6%
BCM
19
Brookstone Capital Management
Illinois
$56.1M 880,599 +15,673 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$55.7M 892,125 -109,675 -11%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$52.3M 837,932 +112,426 +15%
PI
22
PFS Investments
Georgia
$47.1M 741,628 +270,378 +57%
KAS
23
Kestra Advisory Services
Texas
$46.9M 751,221 -49,383 -6%
EH
24
Equitable Holdings
New York
$45.1M 722,787 +10,955 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$43.1M 690,428 -49,892 -7%
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