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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.87%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$99.3M
2
LLWM
Life Line Wealth Management
California
+$24.2M
3
Goldman Sachs
Goldman Sachs
New York
+$22.3M
4
GS
GTS Securities
New York
+$18.6M
5
FF
Fluent Financial
Texas
+$8.35M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$223M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$185M
4
Bank of America
Bank of America
North Carolina
-$44.8M
5
GAA
Global Assets Advisory
Florida
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
451
Parkside Financial Bank & Trust
Missouri
$318K +$318K +4,889 New
BWA
452
BlueChip Wealth Advisors
Georgia
$317K -$150K -2,312 -32%
SWM
453
SFG Wealth Management
Maryland
$316K +$714 +11 +0.2%
AQR Capital Management
454
AQR Capital Management
Connecticut
$310K – – –
TA
455
TrueWealth Advisors
Alabama
$310K – – –
FFG
456
Fiduciary Financial Group
California
$309K +$309K +4,613 New
HBW
457
Hazlett, Burt & Watson
West Virginia
$308K +$326 +5 +0.1%
MWPCG
458
Measured Wealth Private Client Group
New Hampshire
$306K -$674K -10,371 -69%
MCCP
459
Mission Creek Capital Partners
California
$305K -$30.9K -475 -9%
CWM
460
Castle Wealth Management
Florida
$305K -$10.7K -165 -3%
DP
461
Divergent Planning
Maryland
$305K – – –
AFG
462
Arkansas Financial Group
Arkansas
$303K – – –
PCM
463
Prelude Capital Management
New York
$302K -$109K -1,672 -26%
GM
464
GeoWealth Management
Illinois
$301K +$301K +4,635 New
MCM
465
Mitchell Capital Management
Kansas
$300K +$300K +4,615 New
IA
466
IAM Advisory
Pennsylvania
$300K +$2.6K +40 +0.9%
CSPIA
467
Cary Street Partners Investment Advisory
Virginia
$299K -$28.4K -438 -9%
NB
468
NBT Bank
New York
$294K -$2.99K -46 -1%
AWM
469
Apollon Wealth Management
South Carolina
$294K -$27.3K -420 -9%
FFA
470
Fragasso Financial Advisors
Pennsylvania
$291K +$21.6K +333 +8%
PWA
471
Prairie Wealth Advisors
Nebraska
$291K +$6.76K +104 +2%
DC
472
Davenport & Co
Virginia
$288K -$18.5K -285 -6%
CFD
473
Creative Financial Designs
Indiana
$287K +$14.1K +217 +5%
PTC
474
Private Trust Company
Ohio
$287K – – –
PS
475
Principal Securities
Iowa
$287K +$390 +6 +0.1%
17 18
19
20 21