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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 %
BCM
401
BluePointe Capital Management
California
$508K
GPA
402
Guerra Pan Advisors
New Jersey
$503K
MIM
403
Merrion Investment Management
New Jersey
$502K
GLLW
404
Graves Light Lenhart Wealth
Virginia
$502K
SPWM
405
Schrum Private Wealth Management
Florida
$498K +$245K +3,415 +97%
SQA
406
Simon Quick Advisors
New Jersey
$497K +$2.3K +32 +0.5%
CB
407
Chris Bulman
California
$496K -$21.4K -298 -4%
CP
408
Creekside Partners
California
$491K
BFO
409
Biltmore Family Office
North Carolina
$491K
OW
410
Olistico Wealth
Oklahoma
$490K -$73.3K -1,022 -13%
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$483K +$63.2K +1,202 +15%
CWP
412
Curated Wealth Partners
California
$479K -$20.1K -280 -4%
TCOV
413
Trust Company of Vermont
Vermont
$476K
HIA
414
HTG Investment Advisors
Connecticut
$474K
LLWM
415
Life Line Wealth Management
California
$472K -$26.7M -372,292 -98%
FCM
416
Family Capital Management
Michigan
$470K
CAG
417
Compass Advisory Group
New York
$465K -$95K -1,324 -17%
WIA
418
Wetzel Investment Advisors
Indiana
$462K -$27.9K -389 -6%
SWM
419
Segment Wealth Management
Texas
$461K -$11K -154 -2%
CG
420
CFO4Life Group
Texas
$461K +$502 +7 +0.1%
WB
421
WesBanco Bank
West Virginia
$458K
PA
422
Pinnacle Associates
New York
$458K +$42K +670 +10%
PFT
423
Providence First Trust
Arizona
$457K +$35.9K +500 +9%
US Bancorp
424
US Bancorp
Minnesota
$454K -$42K -586 -8%
RBFC
425
Roman Butler Fullerton & Co
Missouri
$454K +$1.09K +15 +0.2%