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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 %
AQR Capital Management
451
AQR Capital Management
Connecticut
$382K +$47.6K +680 +14%
HBW
452
Hazlett, Burt & Watson
West Virginia
$381K +$50.1K +716 +15%
NPFS
453
Novak & Powell Financial Services
Florida
$381K -$7K -100 -2%
PTC
454
Private Trust Company
Ohio
$375K +$8.82K +126 +2%
SEM
455
Strategic Equity Management
Arizona
$373K +$3.15K +45 +0.9%
MPWS
456
McCarter Private Wealth Services
Massachusetts
$373K – – –
HWA
457
HCR Wealth Advisors
California
$372K – – –
4WM
458
49 Wealth Management
Texas
$371K +$166K +2,372 +81%
DAS
459
Dynamic Advisor Solutions
Arizona
$371K -$5.46K -78 -1%
LWM
460
Lionshead Wealth Management
New York
$369K +$369K +5,268 New
BCP
461
Berkeley Capital Partners
Georgia
$366K +$11K +157 +3%
NEI
462
Northwest & Ethical Investments
Ontario, Canada
$364K – – –
MA
463
Mutual Advisors
Nebraska
$362K -$27.6K -391 -7%
CFGS
464
Concourse Financial Group Securities
Alabama
$361K -$2.84K -40 -0.8%
CSI
465
Cross Staff Investments
New York
$359K – – –
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$357K -$6.8M -97,147 -95%
DWM
467
Dakota Wealth Management
Florida
$354K – – –
HFA
468
High Falls Advisors
New York
$350K +$700 +10 +0.2%
LWL
469
Leo Wealth LLC
Texas
$350K +$70 +1 +0%
IP
470
Investment Partners
Ohio
$347K +$910 +13 +0.3%
MIC
471
Meridian Investment Counsel
California
$346K – – –
DC
472
Davenport & Co
Virginia
$344K +$29.6K +423 +9%
TW
473
Transform Wealth
Colorado
$343K – – –
GWP
474
Gen-Wealth Partners
Michigan
$341K – – –
PFBT
475
Parkside Financial Bank & Trust
Missouri
$341K -$980 -14 -0.3%
17 18
19
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