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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 %
HAS
251
HBW Advisory Services
California
$1.11M
ACA
252
American Capital Advisory
Idaho
$1.1M +$146K +2,347 +15%
CIA
253
Concurrent Investment Advisors
Florida
$1.07M -$157K -2,380 -13%
SFG
254
Seamount Financial Group
Colorado
$1.06M -$112K -1,705 -10%
CWM
255
Cornerstone Wealth Management
Missouri
$1.06M -$279K -4,230 -21%
DAS
256
Diversify Advisory Services
Utah
$1.03M +$1.03M +15,725 New
PWP
257
Principle Wealth Partners
Connecticut
$1.03M
KeyBank National Association
258
KeyBank National Association
Ohio
$1.02M -$6.92K -105 -0.7%
RRA
259
Round Rock Advisors
Connecticut
$1.01M -$308K -4,675 -23%
OBWG
260
Onyx Bridge Wealth Group
New York
$1.01M -$17.4K -273 -2%
Barclays
261
Barclays
United Kingdom
$1.01M -$11.9K -180 -1%
PP
262
Patten & Patten
Tennessee
$1M +$87.5K +1,328 +10%
SSWM
263
Smith Salley Wealth Management
North Carolina
$1M +$1M +15,227 New
SLT
264
St Louis Trust
Missouri
$1M
MWPCG
265
Measured Wealth Private Client Group
New Hampshire
$993K -$204K -3,095 -17%
PIA
266
Perennial Investment Advisors
California
$993K -$76.1K -1,156 -7%
LPAM
267
Lodestar Private Asset Management
California
$976K +$3.03K +46 +0.3%
BWM
268
Brown Wealth Management
Illinois
$975K -$12.3K -186 -1%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$970K +$319K +4,842 +49%
DFA
270
DHJJ Financial Advisors
Illinois
$968K -$263 -4 -0%
CWA
271
Continuum Wealth Advisors
New York
$964K -$140K -2,129 -13%
MIM
272
MTM Investment Management
South Carolina
$953K -$27.2K -413 -3%
MFG
273
Merit Financial Group
Georgia
$952K -$17.7K -277 -2%
CT
274
Cambridge Trust
Massachusetts
$951K -$92.9K -1,410 -9%
GWANC
275
Guardian Wealth Advisors (North Carolina)
North Carolina
$949K +$784K +11,904 +477%