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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
Merit Financial Group
Georgia
$121M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
Citigroup
New York
$1.11M
4
SC
Sykon Capital
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
376
Pathstone Holdings
New Jersey
$560K -$21.4K -305 -4%
WS
377
Wedbush Securities
California
$558K -$69.9K -999 -11%
MWA
378
Merkkuri Wealth Advisors
New York
$555K +$2.45K +35 +0.4%
PWM
379
Prosperity Wealth Management
California
$555K -$34.5K -493 -6%
MCCP
380
Mission Creek Capital Partners
California
$554K – – –
JPLA
381
Joseph P. Lucia & Associates
New York
$553K -$44.1K -630 -7%
SP
382
Sequent Planning
Nebraska
$553K -$284K -4,062 -34%
RIL
383
Rothschild Investment LLC
Illinois
$546K – – –
AFG
384
Albion Financial Group
Utah
$546K +$33K +471 +6%
VVP
385
Venture Visionary Partners
Ohio
$545K +$70 +1 +0%
RFN
386
Redwood Financial Network
Ohio
$545K -$4.27K -61 -0.8%
SG
387
StoneX Group
New York
$544K +$1.68K +24 +0.3%
MWM
388
Modera Wealth Management
New Jersey
$544K – – –
CWM
389
Centurion Wealth Management
Virginia
$543K – – –
CCAL
390
City Center Advisors LLC
Michigan
$543K +$153K +2,183 +39%
PIA
391
Panoramic Investment Advisors
Colorado
$541K +$1.96K +28 +0.4%
IAIM
392
International Assets Investment Management
Florida
$540K +$540K +7,749 New
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$537K +$477K +6,816 +802%
BF
394
BOK Financial
Oklahoma
$533K -$9.43K -138 -2%
BFG
395
Berger Financial Group
Minnesota
$530K +$1.82K +26 +0.3%
OWM
396
OneAscent Wealth Management
Alabama
$517K – – –
ECAM
397
East Coast Asset Management
Massachusetts
$503K – – –
BCM
398
BluePointe Capital Management
California
$496K – – –
BFPW
399
BOK Financial Private Wealth
Colorado
$492K +$339K +4,843 +221%
AL
400
Aspiriant LLC
California
$491K +$87.5K +1,250 +22%
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