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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$121M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
3
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trilogy Capital
California
$1.18M +$67.3K +961 +6%
VWS
252
Virtus Wealth Solutions
New Jersey
$1.17M +$1.17M +16,745 New
MI
253
Moneywise Inc
Virginia
$1.14M -$56.8K -812 -5%
FCAS
254
First Command Advisory Services
Texas
$1.13M -$294K -4,193 -21%
AAS
255
Ameritas Advisory Services
Nebraska
$1.13M -$90.2K -1,289 -7%
Citigroup
256
Citigroup
New York
$1.11M -$30.4M -433,654 -96%
TSWM
257
Tyler-Stone Wealth Management
Ohio
$1.1M +$1.96K +28 +0.2%
SLT
258
St Louis Trust
Missouri
$1.09M – – –
HAS
259
HBW Advisory Services
California
$1.08M -$31.4K -449 -3%
AWA
260
Arkadios Wealth Advisors
Georgia
$1.08M +$287K +4,096 +36%
IWM
261
IHT Wealth Management
Illinois
$1.05M -$157K -2,249 -13%
OBWG
262
Onyx Bridge Wealth Group
New York
$1.05M -$10.8K -154 -1%
CWM
263
Cornerstone Wealth Management
Missouri
$1.04M +$70 +1 +0%
KWA
264
Kingswood Wealth Advisors
California
$1.04M +$502K +7,174 +93%
PWP
265
Principle Wealth Partners
Connecticut
$1.04M – – –
BWM
266
Brown Wealth Management
Illinois
$1.04M +$140 +2 +0%
Goldman Sachs
267
Goldman Sachs
New York
$1.03M – – –
ACA
268
Aptus Capital Advisors
Alabama
$1.02M -$29.9K -427 -3%
LPAM
269
Lodestar Private Asset Management
California
$1M -$4.69K -67 -0.5%
PP
270
Patten & Patten
Tennessee
$992K +$8.26K +118 +0.8%
AA
271
Ancora Advisors
Ohio
$983K +$70 +1 +0%
AAA
272
AG Asset Advisory
California
$983K +$983K +14,037 New
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$981K -$325K -4,648 -25%
GWSG
274
GPS Wealth Strategies Group
Colorado
$979K -$36.5K -521 -4%
VPW
275
Variant Private Wealth
Virginia
$976K +$976K +13,946 New
9 10
11
12 13