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Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.62%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$32.2M -$4.37M -69,783 -12%
HNB
27
Huntington National Bank
Ohio
$30.3M -$24.2M
GF
28
Genworth Financial
Virginia
$28.5M +$539K +8,600 +2%
HFS
29
Hantz Financial Services
Michigan
$28.3M -$5.81M -92,645 -17%
ACM
30
Armbruster Capital Management
New York
$25.5M -$1.87M -29,764 -7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$25.5M +$19.9M +317,236 +355%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.2M -$1.54M -24,543 -6%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$23.4M -$1.88M -29,967 -7%
NC
34
NewSquare Capital
Pennsylvania
$23.3M -$7.67M -122,413 -25%
RJA
35
Raymond James & Associates
Florida
$22.8M -$426K -6,800 -2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$22.2M -$37.8K -604 -0.2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$21.9M -$3.51M -56,087 -14%
Lido Advisors
38
Lido Advisors
California
$21.1M -$2.47M -39,391 -10%
PAG
39
Private Advisor Group
New Jersey
$20.9M -$548K -8,748 -3%
PFS
40
Prospera Financial Services
Texas
$19M -$5.56M -88,669 -23%
ST
41
Spinnaker Trust
Maine
$17.4M +$40.9K +652 +0.2%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$16.8M +$6.68M +106,590 +66%
CAG
43
Csenge Advisory Group
Florida
$15.4M -$2.73M -43,517 -15%
PMAM
44
Picton Mahoney Asset Management
Ontario, Canada
$14.4M -$20.4M -324,793 -59%
Stifel Financial
45
Stifel Financial
Missouri
$14.1M -$3M -47,852 -18%
JWA
46
JFS Wealth Advisors
Pennsylvania
$14M -$1.07M -17,038 -7%
FNBT
47
FineMark National Bank & Trust
Florida
$13.8M +$314K +5,013 +2%
CAL
48
Capital Advisors Ltd
Ohio
$13.6M -$662K -10,568 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.6M -$9.23M -147,235 -40%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$13.5M +$8.31M +132,593 +160%