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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
301
Sage Mountain Advisors
Georgia
$886K
MA
302
MONECO Advisors
Connecticut
$885K +$8.75K +125 +1%
GWANC
303
Guardian Wealth Advisors (North Carolina)
North Carolina
$880K +$12.3K +175 +1%
SF
304
Symphony Financial
Texas
$871K -$113K -1,582 -11%
AFO
305
Arrowroot Family Office
California
$868K +$53.3K +761 +7%
AIA
306
Allied Investment Advisors
Montana
$854K
DFA
307
DHJJ Financial Advisors
Illinois
$854K -$24.7K -353 -3%
STA
308
Summit Trail Advisors
New York
$847K
LFAS
309
Level Four Advisory Services
Texas
$845K -$14.3K -204 -2%
Barclays
310
Barclays
United Kingdom
$841K -$355K -5,070 -30%
V
311
ViaWealth
Kansas
$827K +$350 +5 +0%
KeyBank National Association
312
KeyBank National Association
Ohio
$811K
RCA
313
Runnymede Capital Advisors
Ohio
$810K +$810K +11,578 New
WFM
314
Wolff Financial Management
Michigan
$808K +$2.59K +37 +0.3%
CL
315
Choreo LLC
Illinois
$806K -$16K -229 -2%
EB
316
Eastern Bank
Massachusetts
$801K -$210K -3,000 -21%
BlackRock
317
BlackRock
New York
$800K +$12.1K +173 +2%
Simplex Trading
318
Simplex Trading
Illinois
$799K +$799K +11,426 New
WT
319
Whittier Trust
California
$798K -$2.31K -33 -0.3%
CCA
320
Clearwater Capital Advisors
Illinois
$795K
CFG
321
Citizens Financial Group
Rhode Island
$794K +$770 +11 +0.1%
SWM
322
SeaCrest Wealth Management
New York
$787K
CAM
323
Clark Asset Management
New Hampshire
$784K
YIH
324
Y-Intercept (HK)
Hong Kong
$782K +$782K +11,178 New
ADL
325
Asset Dedication LLC
California
$782K