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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
226
Boston Financial Management
Massachusetts
$1.36M
SHFA
227
SC&H Financial Advisors
Maryland
$1.33M -$70.5K -1,070 -5%
RJT
228
Raymond James Trust
Florida
$1.33M
TC
229
TownSquare Capital
Utah
$1.31M -$3.45M -52,410 -73%
BPA
230
Beacon Pointe Advisors
California
$1.29M +$30.6K +465 +2%
P
231
&Partners
Tennessee
$1.28M +$745K +11,305 +138%
IWC
232
Integrated Wealth Concepts
Massachusetts
$1.27M -$367K -5,569 -22%
MWM
233
MGB Wealth Management
Texas
$1.27M -$24.6K -374 -2%
SPI
234
Santori & Peters Inc
Pennsylvania
$1.27M -$67.8K -1,029 -5%
HA
235
Harfst & Associates
Wyoming
$1.27M -$89.6K -1,360 -7%
WCM
236
Winthrop Capital Management
Indiana
$1.24M +$102K +1,552 +9%
TWM
237
Trueblood Wealth Management
Ohio
$1.22M -$10.4K -158 -0.8%
MFG
238
Midwest Financial Group
Kansas
$1.22M +$11.9K +181 +1%
YIH
239
Y-Intercept (HK)
Hong Kong
$1.21M +$1.21M +18,417 New
EWM
240
Empirical Wealth Management
Washington
$1.21M +$495K +7,512 +69%
SWM
241
Spire Wealth Management
Virginia
$1.2M -$15.8K -240 -1%
LFA
242
Laraway Financial Advisors
Minnesota
$1.19M +$50.5K +767 +4%
MPW
243
Monterey Private Wealth
California
$1.18M -$7.05K -107 -0.6%
ACA
244
Aptus Capital Advisors
Alabama
$1.17M +$771K +11,707 +195%
TC
245
Trilogy Capital
California
$1.17M -$661K -10,029 -36%
DAM
246
Derbend Asset Management
Georgia
$1.16M -$668K -10,136 -36%
UCFA
247
United Capital Financial Advisors
Texas
$1.14M -$52.6K -799 -4%
MI
248
Moneywise Inc
Virginia
$1.14M -$76.3K -1,159 -6%
GS
249
GTS Securities
New York
$1.13M +$775K +11,762 +220%
SP
250
Sequent Planning
Nebraska
$1.11M +$1.11M +16,888 New