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Invesco S&P 500 Low Volatility ETF

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$1.43M +$646 +9 +0%
DAS
227
Diversify Advisory Services
Utah
$1.41M +$617K +8,521 +77%
SAG
228
SageView Advisory Group
California
$1.41M -$15.3K -213 -1%
EWM
229
Empirical Wealth Management
Washington
$1.4M +$31.6K +440 +2%
TC
230
TownSquare Capital
Utah
$1.4M +$149K +2,072 +12%
SPI
231
Santori & Peters Inc
Pennsylvania
$1.38M -$8.61K -120 -0.6%
SSWM
232
Smith Salley Wealth Management
North Carolina
$1.36M -$31.1K -434 -2%
TF
233
Tompkins Financial
New York
$1.36M +$351K +4,900 +35%
CPRC
234
Consolidated Portfolio Review Corp
New York
$1.36M +$92.4K +1,288 +7%
TWM
235
Trueblood Wealth Management
Ohio
$1.35M +$43.6K +608 +3%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$357K +4,981 +36%
SHFA
237
SC&H Financial Advisors
Maryland
$1.34M +$2.08K +29 +0.2%
CIA
238
Concurrent Investment Advisors
Florida
$1.34M +$25.7K +358 +2%
MWM
239
MGB Wealth Management
Texas
$1.33M
HA
240
Harfst & Associates
Wyoming
$1.31M -$42.2K -588 -3%
BPA
241
Beacon Pointe Advisors
California
$1.31M -$21.9K -305 -2%
WCM
242
Winthrop Capital Management
Indiana
$1.31M
Comerica Bank
243
Comerica Bank
Texas
$1.3M -$314K -4,384 -19%
SFG
244
Seamount Financial Group
Colorado
$1.3M +$24.5K +341 +2%
MFG
245
Midwest Financial Group
Kansas
$1.3M -$11.6K -162 -0.9%
MPW
246
Monterey Private Wealth
California
$1.28M +$861 +12 +0.1%
LFA
247
Laraway Financial Advisors
Minnesota
$1.28M +$143 +2 +0%
KAM
248
Kensington Asset Management
Texas
$1.28M +$1.28M +18,000 New
FFA
249
Farther Finance Advisors
California
$1.26M +$1.17M +16,354 +1,322%
AAS
250
Ameritas Advisory Services
Nebraska
$1.25M -$1.98M -27,553 -61%