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Invesco S&P 500 Low Volatility ETF

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
351
Lakeridge Wealth Management
Ohio
$703K +$3.01K +42 +0.4%
GFS
352
GYL Financial Synergies
Connecticut
$703K +$502 +7 +0.1%
TAM
353
Townsend Asset Management
North Carolina
$702K -$4.95K -69 -0.7%
CFD
354
Creative Financial Designs
Indiana
$695K +$378K +5,265 +119%
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$684K
CAG
356
Csenge Advisory Group
Florida
$670K -$14.4K -201 -2%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$663K -$12.6K -175 -2%
RDWM
358
Red Door Wealth Management
Tennessee
$660K
JSW
359
Journey Strategic Wealth
New Jersey
$655K +$246K +3,424 +60%
CAM
360
Covenant Asset Management
New Jersey
$651K
RW
361
Rede Wealth
Virginia
$649K
WS
362
Wedbush Securities
California
$644K -$76.9K -1,071 -11%
BCI
363
Brinker Capital Investments
Pennsylvania
$640K +$342K +4,772 +115%
OPS
364
Orion Portfolio Solutions
Nebraska
$640K +$342K +4,772 +115%
Brown Advisory
365
Brown Advisory
Maryland
$632K +$35.1K +490 +6%
TPI
366
Trust Point Inc
Wisconsin
$629K -$305K -4,252 -33%
CAI
367
Capital Advisors Inc
Oklahoma
$625K +$215 +3 +0%
TCOO
368
Trust Company of Oklahoma
Oklahoma
$619K
OIA
369
OneDigital Investment Advisors
Kansas
$617K +$212K +2,959 +52%
TA
370
TKG Advisors
Indiana
$617K +$63.1K +879 +11%
JPLA
371
Joseph P. Lucia & Associates
New York
$612K -$38.7K -540 -6%
Millennium Management
372
Millennium Management
New York
$611K -$825K -11,504 -57%
SWP
373
Summit Wealth Partners
Florida
$606K -$132K -1,842 -18%
PWM
374
Prosperity Wealth Management
California
$604K -$3.66K -51 -0.6%
RA
375
Rockingstone Advisors
Massachusetts
$598K +$38.7K +540 +7%