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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.

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
APF
1
Alaska Permanent Fund
Alaska
$179M
2
Morgan Stanley
2
Morgan Stanley
New York
$629M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$144M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$146M
5
GCM
5
Ghisallo Capital Management
Massachusetts
$15M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$251M
2
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$0
3
Bank of America
3
Bank of America
North Carolina
$337M
4
LPL Financial
4
LPL Financial
California
$231M
5
Ameriprise
5
Ameriprise
Minnesota
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$629M 10,018,325 +1,899,552 +23%
Invesco
2
Invesco
Georgia
$565M 8,989,993 -304,148 -3%
BL
3
Balentine LLC
Georgia
$339M 5,407,517 +29,249 +0.5%
Bank of America
4
Bank of America
North Carolina
$337M 5,367,135 -1,101,920 -17%
DCC
5
Dow Chemical Company
Michigan
$251M 3,998,479 -1,613,302 -29%
LPL Financial
6
LPL Financial
California
$231M 3,675,892 -1,076,297 -23%
APF
7
Alaska Permanent Fund
Alaska
$179M 2,853,584 +2,853,584 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$146M 2,328,864 +675,438 +41%
Wells Fargo
9
Wells Fargo
California
$146M 2,325,163 -126,735 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$144M 2,288,030 +829,517 +57%
Ameriprise
11
Ameriprise
Minnesota
$112M 1,780,228 -492,283 -22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$105M 1,675,106 -155,261 -8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$87.9M 1,400,015 -83,009 -6%
UBS Group
14
UBS Group
Switzerland
$84.2M 1,340,427 -120,566 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$65.1M 1,037,245 +145,120 +16%
Citigroup
16
Citigroup
New York
$63.8M 1,015,747 -53,512 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$61.5M 979,239 -168,035 -15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$58.6M 933,043 +5,591 +0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$55.3M 880,395 -58,222 -6%
BCM
20
Brookstone Capital Management
Illinois
$53.9M 867,253 -13,346 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$50.2M 799,093 -38,839 -5%
PI
22
PFS Investments
Georgia
$48.4M 770,586 +28,958 +4%
KAS
23
Kestra Advisory Services
Texas
$47.3M 753,142 +1,921 +0.3%
EH
24
Equitable Holdings
New York
$46.4M 738,138 +15,351 +2%
SAM
25
Securian Asset Management
Minnesota
$43.3M 690,000 -465,021 -40%
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