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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 %
FPW
276
Flagship Private Wealth
Massachusetts
$969K +$90.2K +1,289 +10%
WTFG
277
Wood Tarver Financial Group
Idaho
$965K +$965K +13,791 New
PIA
278
Perennial Investment Advisors
California
$965K -$68.1K -973 -7%
BRWA
279
B. Riley Wealth Advisors
Florida
$963K -$2.17K -31 -0.2%
LPT
280
Legacy Private Trust
Wisconsin
$957K -$10.5K -150 -1%
KA
281
Kovack Advisors
Florida
$955K +$840 +12 +0.1%
MIM
282
MTM Investment Management
South Carolina
$949K – – –
PWM
283
PMG Wealth Management
Illinois
$942K +$942K +13,455 New
SF
284
Synovus Financial
Georgia
$939K +$35.6K +508 +4%
CWMGP
285
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$925K +$18.3K +262 +2%
BSTWA
286
Blake Schutter Theil Wealth Advisors
Ohio
$925K – – –
CWA
287
Continuum Wealth Advisors
New York
$923K -$1.96K -28 -0.2%
MF
288
Meridian Financial
Massachusetts
$918K -$10.5K -150 -1%
ACA
289
American Capital Advisory
Idaho
$916K +$17.6K +251 +2%
BJL
290
Brighton Jones LLC
Washington
$916K +$64.5K +922 +8%
RRA
291
Round Rock Advisors
Connecticut
$913K +$140 +2 +0%
UCFA
292
United Capital Financial Advisors
Texas
$910K +$70 +1 +0%
JEST
293
JTC Employer Solutions Trustee
Jersey
$908K – – –
OIM
294
Orca Investment Management
Oregon
$904K – – –
LA
295
Legacy Advisors
Pennsylvania
$901K – – –
PIMG
296
Patriot Investment Management Group
Tennessee
$894K -$33.3K -476 -4%
HP
297
Holistic Planning
Texas
$894K -$155K -2,220 -15%
BFA
298
Beaumont Financial Advisors
Massachusetts
$893K -$8.89K -127 -1%
LC
299
Landaas & Company
Wisconsin
$889K -$34.3K -490 -4%
WANY
300
Wealthspire Advisors (New York)
New York
$889K -$160K -2,284 -15%
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12
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