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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

687 hedge funds and large institutions have $5.08B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 303 reducing their positions, and 61 closing their positions.

Holders
687
Holders Change
-20
Holders Change %
-2.83%
% of All Funds
10.96%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
55
Increased
190
Reduced
303
Closed
61
Calls
$2.48M
Puts
$2.69M
Net Calls
-$206K
Net Calls Change
-$5.07M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$57.9M
2
PMAM
2
Picton Mahoney Asset Management
Ontario, Canada
$32.6M
3
APF
3
Alaska Permanent Fund
Alaska
$191M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$19.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$85.8M
3
LPL Financial
3
LPL Financial
California
$183M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$573M 9,753,970 -264,355 -3%
Invesco
2
Invesco
Georgia
$522M 8,874,230 -115,763 -1%
BL
3
Balentine LLC
Georgia
$322M 5,484,885 +77,368 +1%
DCC
4
Dow Chemical Company
Michigan
$235M 3,998,479 – –
Bank of America
5
Bank of America
North Carolina
$218M 3,701,228 -1,665,907 -31%
APF
6
Alaska Permanent Fund
Alaska
$191M 3,246,922 +393,338 +14%
LPL Financial
7
LPL Financial
California
$183M 3,119,240 -556,652 -15%
Wells Fargo
8
Wells Fargo
California
$142M 2,417,163 +92,000 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$115M 1,947,972 -340,058 -15%
Ameriprise
10
Ameriprise
Minnesota
$96.5M 1,641,622 -138,606 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$94.8M 1,613,127 -61,979 -4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$85.8M 1,396,492 -932,372 -40%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$79.6M 1,354,412 -45,603 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$72.8M 1,238,199 +305,156 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$70.6M 1,200,215 +319,820 +36%
UBS Group
16
UBS Group
Switzerland
$70.2M 1,194,748 -145,679 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$63.4M 1,077,620 +98,381 +10%
Citigroup
18
Citigroup
New York
$59M 1,004,041 -11,706 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$57.9M 984,377 +972,908 +8,483%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$54.1M 919,886 -117,359 -11%
EH
21
Equitable Holdings
New York
$45M 766,137 +27,999 +4%
BCM
22
Brookstone Capital Management
Illinois
$42.2M 721,666 -145,587 -17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$41.6M 706,951 -92,142 -12%
SAM
24
Securian Asset Management
Minnesota
$40.6M 690,000 – –
KAS
25
Kestra Advisory Services
Texas
$40.2M 683,695 -69,447 -9%
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