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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 %
RDWM
351
Red Door Wealth Management
Tennessee
$606K
TWC
352
TD Waterhouse Canada
Ontario, Canada
$604K -$24.4K -367 -4%
CBFP
353
Cedar Brook Financial Partners
Ohio
$602K +$1.19K +18 +0.2%
PWM
354
Prosperity Wealth Management
California
$590K -$97.5K -1,480 -14%
GC
355
Gratus Capital
Georgia
$583K
TSWM
356
Tyler-Stone Wealth Management
Ohio
$580K +$1.12K +17 +0.2%
BFG
357
Berger Financial Group
Minnesota
$578K +$46K +698 +9%
KCM
358
Kendall Capital Management
Maryland
$576K -$49.4K -750 -8%
CAI
359
Capital Advisors Inc
Oklahoma
$574K -$66 -1 -0%
TCOO
360
Trust Company of Oklahoma
Oklahoma
$568K +$292K +4,440 +106%
LFAS
361
Level Four Advisory Services
Texas
$561K
TLA
362
Tanglewood Legacy Advisors
Texas
$557K -$36.9K -560 -6%
Brown Advisory
363
Brown Advisory
Maryland
$548K
Pathstone Holdings
364
Pathstone Holdings
New Jersey
$547K -$7.25K -110 -1%
MWM
365
Modera Wealth Management
New Jersey
$544K -$14.5K -220 -3%
CAG
366
Compass Advisory Group
New York
$543K +$3.1K +47 +0.6%
IWN
367
Independent Wealth Network
Iowa
$536K +$2.64K +40 +0.5%
WA
368
Wambolt & Associates
Colorado
$534K -$268K -4,091 -33%
FA
369
Faithward Advisors
Pennsylvania
$531K +$329 +5 +0.1%
AWM
370
Axxcess Wealth Management
California
$526K -$854K -12,961 -62%
Kovitz Investment Group Partners
371
Kovitz Investment Group Partners
Illinois
$526K +$526K +7,978 New
PAG
372
Private Advisory Group
Washington
$523K +$62.8K +953 +14%
BF
373
BOK Financial
Oklahoma
$520K
OW
374
Olistico Wealth
Oklahoma
$518K -$88.7K -1,346 -15%
DAS
375
Dynamic Advisor Solutions
Arizona
$516K +$129K +1,962 +33%