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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 %
OAS
326
Optivise Advisory Services
Tennessee
$642K +$642K +9,880 New
RA
327
RFG Advisory
Alabama
$641K -$94.8K -1,459 -13%
TAM
328
Townsend Asset Management
North Carolina
$640K -$9.16K -141 -1%
WFA
329
Wellspring Financial Advisors
Ohio
$637K -$47.5K -732 -7%
GFS
330
GYL Financial Synergies
Connecticut
$636K +$520 +8 +0.1%
LWM
331
Lakeridge Wealth Management
Ohio
$634K +$251K +3,857 +65%
HCMT
332
Highland Capital Management (Tennessee)
Tennessee
$619K -$87.2K -1,342 -12%
CAG
333
Csenge Advisory Group
Florida
$619K -$9.13M -140,634 -94%
VVP
334
Venture Visionary Partners
Ohio
$615K -$121K -1,865 -16%
PAG
335
Private Advisory Group
Washington
$614K +$97.9K +1,508 +19%
TWC
336
TD Waterhouse Canada
Ontario, Canada
$608K +$21.5K +333 +4%
RDWM
337
Red Door Wealth Management
Tennessee
$597K
CAM
338
Covenant Asset Management
New Jersey
$590K +$590K +9,082 New
JPLA
339
Joseph P. Lucia & Associates
New York
$589K -$34.7K -535 -6%
RW
340
Rede Wealth
Virginia
$588K -$314K -4,827 -35%
Northern Trust
341
Northern Trust
Illinois
$578K +$578K +8,897 New
IWN
342
Independent Wealth Network
Iowa
$576K +$47.8K +736 +9%
GC
343
Gratus Capital
Georgia
$575K
CAI
344
Capital Advisors Inc
Oklahoma
$565K
BFG
345
Berger Financial Group
Minnesota
$562K -$7.4K -114 -1%
TSWM
346
Tyler-Stone Wealth Management
Ohio
$560K -$11.2K -172 -2%
TCOO
347
Trust Company of Oklahoma
Oklahoma
$560K
PWM
348
Prosperity Wealth Management
California
$550K -$30.9K -476 -5%
PEA
349
Park Edge Advisors
Ohio
$545K +$545K +8,398 New
Brown Advisory
350
Brown Advisory
Maryland
$540K