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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 %
SWM
276
SeaCrest Wealth Management
New York
$985K -$592K -9,414 -38%
PWP
277
Principle Wealth Partners
Connecticut
$979K
SLT
278
St Louis Trust
Missouri
$976K
KeyBank National Association
279
KeyBank National Association
Ohio
$975K +$35K +559 +4%
Barclays
280
Barclays
United Kingdom
$967K +$967K +15,430 New
ACA
281
American Capital Advisory
Idaho
$958K +$958K +15,285 New
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$952K -$240K -3,834 -20%
MFG
283
Merit Financial Group
Georgia
$949K -$129K -2,061 -12%
CF
284
Centaurus Financial
California
$944K -$629K -10,045 -40%
GRP
285
Global Retirement Partners
California
$941K -$47K -748 -5%
BWM
286
Brown Wealth Management
Illinois
$939K -$421K -6,723 -31%
MIM
287
MTM Investment Management
South Carolina
$933K -$10.7K -170 -1%
LPAM
288
Lodestar Private Asset Management
California
$926K -$98K -1,564 -10%
DFA
289
DHJJ Financial Advisors
Illinois
$921K -$3.63K -58 -0.4%
SL
290
Salomon & Ludwin
Virginia
$914K
AA
291
Ancora Advisors
Ohio
$897K -$24.8K -396 -3%
GFWA
292
Grey Fox Wealth Advisors
Delaware
$891K -$1.56M -24,910 -64%
SF
293
Symphony Financial
Texas
$886K -$138K -2,196 -13%
KWM
294
Kingsview Wealth Management
Oregon
$884K -$134K -2,142 -13%
RW
295
Rede Wealth
Virginia
$882K -$16.4K -261 -2%
CL
296
Choreo LLC
Illinois
$882K +$50.1K +800 +6%
LC
297
Landaas & Company
Wisconsin
$881K -$120K -1,918 -12%
SF
298
Synovus Financial
Georgia
$881K +$2.95K +47 +0.3%
KIG
299
Kowal Investment Group
Wisconsin
$876K -$48.9K -781 -5%
PP
300
Patten & Patten
Tennessee
$871K -$61.7K -984 -7%