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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 %
GPA
401
Guerra Pan Advisors
New Jersey
$491K – – –
GLLW
402
Graves Light Lenhart Wealth
Virginia
$489K – – –
SQA
403
Simon Quick Advisors
New Jersey
$487K +$2.03K +29 +0.4%
AWM
404
Axxcess Wealth Management
California
$484K -$39.6K -566 -8%
TPI
405
Trust Point Inc
Wisconsin
$479K -$134K -1,920 -22%
CP
406
Creekside Partners
California
$479K – – –
OW
407
Olistico Wealth
Oklahoma
$478K – – –
TLA
408
Tanglewood Legacy Advisors
Texas
$477K +$56K +800 +13%
CAG
409
Csenge Advisory Group
Florida
$473K -$180K -2,566 -28%
CB
410
Chris Bulman
California
$473K -$11.7K -167 -2%
CWP
411
Curated Wealth Partners
California
$467K – – –
TCOV
412
Trust Company of Vermont
Vermont
$464K – – –
LLWM
413
Life Line Wealth Management
California
$463K +$1.96K +28 +0.4%
HIA
414
HTG Investment Advisors
Connecticut
$463K – – –
KW
415
KWB Wealth
California
$459K +$459K +6,402 New
FCM
416
Family Capital Management
Michigan
$458K – – –
CAG
417
Compass Advisory Group
New York
$456K +$1.96K +28 +0.4%
NFA
418
Northwest Financial Advisors
Virginia
$452K +$19.3K +276 +4%
WIA
419
Wetzel Investment Advisors
Indiana
$451K – – –
CG
420
CFO4Life Group
Texas
$450K +$420 +6 +0.1%
PFT
421
Providence First Trust
Arizona
$446K – – –
SWM
422
Segment Wealth Management
Texas
$444K -$5.81K -83 -1%
US Bancorp
423
US Bancorp
Minnesota
$444K +$770 +11 +0.2%
GSWM
424
Golden State Wealth Management
California
$439K +$439K +6,271 New
AF
425
Apollon Financial
South Carolina
$439K +$490 +7 +0.1%
15 16
17
18 19