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Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
226
Fifth Third Securities
Ohio
$1.49M +$96.7K +1,543 +7%
TP
227
Tranquility Partners
Tennessee
$1.49M -$304K -4,857 -17%
JIC
228
Johnson Investment Counsel
Ohio
$1.47M -$84.5K -1,349 -5%
IWM
229
IHT Wealth Management
Illinois
$1.46M -$252K -4,028 -15%
Prudential Financial
230
Prudential Financial
New Jersey
$1.46M -$51.1K -816 -3%
TWP
231
Tempus Wealth Planning
California
$1.44M -$49.4K -788 -3%
CW
232
CreativeOne Wealth
Kansas
$1.42M -$47.4K -756 -3%
DWMG
233
DB Wealth Management Group
California
$1.4M -$341K -5,448 -20%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$1.39M -$21.7K -346 -2%
CHAM
235
Clear Harbor Asset Management
Connecticut
$1.38M +$16.8K +268 +1%
William Blair & Company
236
William Blair & Company
Illinois
$1.37M -$131K -2,084 -9%
ATPW
237
Ashton Thomas Private Wealth
Arizona
$1.37M +$188K +3,006 +16%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$1.36M +$3.45K +55 +0.3%
LIWM
239
Long Island Wealth Management
New York
$1.35M +$1.35M +21,568 New
SHFA
240
SC&H Financial Advisors
Maryland
$1.33M -$61.9K -988 -4%
AWM
241
Axxcess Wealth Management
California
$1.31M +$284K +4,531 +28%
VWA
242
Visionary Wealth Advisors
Illinois
$1.31M +$120K +1,915 +10%
BFM
243
Boston Financial Management
Massachusetts
$1.3M
HA
244
Harfst & Associates
Wyoming
$1.29M -$314K -5,017 -20%
CWM
245
Cornerstone Wealth Management
Missouri
$1.27M +$268K +4,274 +27%
SPI
246
Santori & Peters Inc
Pennsylvania
$1.27M -$56.3K -899 -4%
RJT
247
Raymond James Trust
Florida
$1.26M -$31.3K -500 -2%
RRA
248
Round Rock Advisors
Connecticut
$1.26M +$188 +3 +0%
MWM
249
MGB Wealth Management
Texas
$1.23M +$1.23M +19,673 New
BPA
250
Beacon Pointe Advisors
California
$1.2M -$116K -1,852 -9%