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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$89.8M
2
Citigroup
Citigroup
New York
+$30.2M
3
LPL Financial
LPL Financial
California
+$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.9M
2
HNB
Huntington National Bank
Ohio
-$33.9M
3
Goldman Sachs
Goldman Sachs
New York
-$28.7M
4
LLWM
Life Line Wealth Management
California
-$26.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCAL
451
City Center Advisors LLC
Michigan
$399K +$399K +5,568 New
SHA
452
Seneca House Advisors
Virginia
$399K -$1.08K -15 -0.3%
MA
453
Mutual Advisors
Nebraska
$398K +$289 +4 +0.1%
NPFS
454
Novak & Powell Financial Services
Florida
$397K +$72 +1 +0%
SWM
455
Spire Wealth Management
Virginia
$394K -$1K -14 -0.3%
MGIA
456
Moneta Group Investment Advisors
Missouri
$391K -$10.2K -142 -3%
DAS
457
Dynamic Advisor Solutions
Arizona
$385K -$6.1K -85 -2%
MPWS
458
McCarter Private Wealth Services
Massachusetts
$382K +$382K +5,322 New
HWA
459
HCR Wealth Advisors
California
$381K +$15.1K +210 +4%
TVAMP
460
Tennessee Valley Asset Management Partners
Tennessee
$381K -$10.8K -151 -3%
SEM
461
Strategic Equity Management
Arizona
$379K +$379K +5,279 New
PTC
462
Private Trust Company
Ohio
$376K +$59K +822 +19%
NEI
463
Northwest & Ethical Investments
Ontario, Canada
$373K – – –
MCCA
464
Mill Creek Capital Advisors
Pennsylvania
$372K – – –
MWM
465
Mission Wealth Management
California
$371K +$371K +5,166 New
CSI
466
Cross Staff Investments
New York
$368K -$39.5K -550 -10%
CFGS
467
Concourse Financial Group Securities
Alabama
$367K +$9.97K +139 +3%
BCP
468
Berkeley Capital Partners
Georgia
$363K +$105K +1,464 +41%
DWM
469
Dakota Wealth Management
Florida
$362K – – –
LWL
470
Leo Wealth LLC
Texas
$359K +$359K +5,001 New
HFA
471
High Falls Advisors
New York
$358K -$70.7K -985 -16%
JCM
472
Jacobi Capital Management
Pennsylvania
$356K +$1.29K +18 +0.4%
MIC
473
Meridian Investment Counsel
California
$355K – – –
IP
474
Investment Partners
Ohio
$355K +$1K +14 +0.3%
APWA
475
Atlas Private Wealth Advisors
New Jersey
$354K -$77.3K -1,078 -18%
17 18
19
20 21