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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
326
SeaCrest Wealth Management
New York
$711K -$320K -4,857 -31%
BFC
327
Bedel Financial Consulting
Indiana
$703K -$48.5K -736 -6%
NS
328
NBC Securities
Alabama
$698K -$19K -288 -3%
GWM
329
Gray Wealth Management
Maine
$697K -$63.1K -958 -8%
RIA
330
Realta Investment Advisors
Delaware
$695K -$96.5K -1,465 -12%
WFA
331
Wellspring Financial Advisors
Ohio
$694K -$177K -2,690 -20%
ACM
332
Allred Capital Management
Texas
$694K -$7.57K -115 -1%
SM
333
Sensible Money
Arizona
$689K
WF
334
Warner Financial
Maryland
$688K
CFG
335
Citizens Financial Group
Rhode Island
$685K +$1.19K +18 +0.2%
AFO
336
Arrowroot Family Office
California
$685K -$120K -1,820 -15%
SWP
337
Summit Wealth Partners
Florida
$678K
AWA
338
Arkadios Wealth Advisors
Georgia
$671K +$76.3K +1,158 +13%
LA
339
Lane & Associates
New Jersey
$670K -$23.6K -358 -3%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$667K
KWA
341
Kingswood Wealth Advisors
California
$661K -$91.5K -1,389 -12%
YC
342
Yarbrough Capital
Tennessee
$659K
TAM
343
Townsend Asset Management
North Carolina
$658K -$8.69K -132 -1%
CPA
344
Cardiff Park Advisors
California
$658K +$658K +9,986 New
GFS
345
GYL Financial Synergies
Connecticut
$644K +$593 +9 +0.1%
HH
346
Hilltop Holdings
Texas
$642K +$96K +1,457 +18%
JPLA
347
Joseph P. Lucia & Associates
New York
$633K -$14.9K -226 -2%
LI
348
LMCG Investments
Massachusetts
$630K -$16.9K -257 -3%
Susquehanna International Group
349
Susquehanna International Group
Pennsylvania
$612K -$2.85M -43,275 -82%
OWM
350
OneAscent Wealth Management
Alabama
$610K +$24K +364 +4%