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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 %
STA
326
Summit Trail Advisors
New York
$758K
RIA
327
Realta Investment Advisors
Delaware
$753K +$164K +2,619 +28%
MSAM
328
Moloney Securities Asset Management
Missouri
$751K +$16.5K +264 +2%
AIA
329
Alera Investment Advisors
Illinois
$746K
AWE
330
Avidian Wealth Enterprises
Texas
$738K -$279K -4,452 -27%
MIA
331
MMBG Investment Advisors
Florida
$729K +$729K +11,636 New
CCA
332
Clearwater Capital Advisors
Illinois
$724K
GWM
333
Gray Wealth Management
Maine
$723K -$172K -2,750 -19%
KWA
334
Kingswood Wealth Advisors
California
$715K +$295K +4,715 +70%
BFC
335
Bedel Financial Consulting
Indiana
$714K +$313 +5 +0%
IFPG
336
Intrepid Financial Planning Group
Indiana
$708K -$63K -1,005 -8%
BJL
337
Brighton Jones LLC
Washington
$699K -$39.9K -637 -5%
CAM
338
Clark Asset Management
New Hampshire
$699K -$81.3K -1,298 -10%
BlackRock
339
BlackRock
New York
$693K +$188K +3,000 +37%
GL
340
Graypoint LLC
New York
$691K -$76.3K -1,218 -10%
FDP
341
Financiere des Professionnels
Quebec, Canada
$689K
BDAM
342
Blue Door Asset Management
Connecticut
$689K
BFA
343
Beaumont Financial Advisors
Massachusetts
$684K -$68.3K -1,090 -9%
NS
344
NBC Securities
Alabama
$682K +$14K +224 +2%
EWM
345
Empirical Wealth Management
Washington
$682K
PWM
346
Perigon Wealth Management
California
$670K -$77.5K -1,236 -10%
HSBC Holdings
347
HSBC Holdings
United Kingdom
$670K -$494K -7,904 -42%
TF
348
Tompkins Financial
New York
$669K +$449K +7,163 +204%
ACM
349
Allred Capital Management
Texas
$668K -$3.76K -60 -0.6%
LA
350
Lane & Associates
New Jersey
$659K -$75.3K -1,202 -10%