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Invesco S&P 500 Low Volatility ETF

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
301
Clark Asset Management
New Hampshire
$727K
ADL
302
Asset Dedication LLC
California
$725K +$725K +11,169 New
BDAM
303
Blue Door Asset Management
Connecticut
$714K
MFG
304
Magnus Financial Group
New York
$714K -$147K -2,263 -17%
DAS
305
Diversify Advisory Services
Utah
$713K -$306K -4,725 -30%
GSEP
306
Golden State Equity Partners
California
$710K +$710K +10,927 New
IFPG
307
Intrepid Financial Planning Group
Indiana
$703K -$13.4K -206 -2%
HH
308
Hilltop Holdings
Texas
$700K +$67.2K +1,034 +11%
SPC
309
Sigma Planning Corp
Michigan
$697K -$136K -2,095 -16%
BFC
310
Bedel Financial Consulting
Indiana
$693K +$195 +3 +0%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$693K +$35.4K +545 +5%
ACM
312
Allred Capital Management
Texas
$686K +$1.04K +16 +0.2%
SEIA
313
Signature Estate & Investment Advisors
California
$680K +$680K +10,473 New
WF
314
Warner Financial
Maryland
$679K
SM
315
Sensible Money
Arizona
$679K
TA
316
TFG Advisers
Michigan
$673K -$77.6K -1,194 -10%
FPW
317
Flagship Private Wealth
Massachusetts
$669K -$46K -708 -6%
SWP
318
Summit Wealth Partners
Florida
$668K
AWE
319
Avidian Wealth Enterprises
Texas
$667K -$51.8K -798 -7%
CFG
320
Citizens Financial Group
Rhode Island
$661K -$15K -231 -2%
GL
321
Graypoint LLC
New York
$655K -$63.7K -980 -9%
WS
322
Wedbush Securities
California
$652K -$79.5K -1,225 -11%
YC
323
Yarbrough Capital
Tennessee
$650K
GWM
324
Gray Wealth Management
Maine
$647K -$40.3K -620 -6%
RIA
325
Realta Investment Advisors
Delaware
$644K -$41K -632 -6%