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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 %
LFAS
376
Level Four Advisory Services
Texas
$561K -$114K -1,825 -17%
OWM
377
OneAscent Wealth Management
Alabama
$558K -$353K -5,636 -39%
GC
378
Gratus Capital
Georgia
$555K +$13.3K +213 +2%
TSWM
379
Tyler-Stone Wealth Management
Ohio
$550K -$15.2K -242 -3%
CAI
380
Capital Advisors Inc
Oklahoma
$546K
CCFM
381
Clear Creek Financial Management
Washington
$542K +$542K +8,648 New
MWM
382
Modera Wealth Management
New Jersey
$532K
Pathstone Holdings
383
Pathstone Holdings
New Jersey
$528K +$528K +8,419 New
Brown Advisory
384
Brown Advisory
Maryland
$521K
HH
385
Hilltop Holdings
Texas
$519K -$669K -10,674 -56%
CAG
386
Compass Advisory Group
New York
$514K +$1.25K +20 +0.2%
P
387
&Partners
Tennessee
$513K
RFN
388
Redwood Financial Network
Ohio
$509K -$14.5K -231 -3%
RA
389
Rockingstone Advisors
Massachusetts
$508K -$10K -160 -2%
IWN
390
Independent Wealth Network
Iowa
$507K +$507K +8,095 New
FA
391
Faithward Advisors
Pennsylvania
$507K +$503 +8 +0.1%
BFG
392
Berger Financial Group
Minnesota
$506K +$20.2K +322 +4%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$506K +$32.6K +521 +7%
TA
394
TKG Advisors
Indiana
$506K -$15.4K -245 -3%
TC
395
Telemus Capital
Michigan
$500K
BF
396
BOK Financial
Oklahoma
$498K
SWA
397
Stratos Wealth Advisors
Ohio
$496K -$1.42M -22,649 -74%
EGM
398
Engineers Gate Manager
New York
$495K +$495K +7,895 New
GFL
399
Granite FO LLC
New Hampshire
$493K
RIL
400
Rothschild Investment LLC
Illinois
$489K