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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$528M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$206M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$38.1M
4
GAA
4
Global Assets Advisory
Florida
$38.2M
5
HF
5
HRT Financial
New York
$19.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$840M
2
Invesco
2
Invesco
Georgia
$110M
3
BL
3
Balentine LLC
Georgia
$350K
4
TPI
4
Trust Point Inc
Wisconsin
$3.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dynasty Wealth Management
Florida
$33.3M +$33.3M +505,943 New
SEI Investments
27
SEI Investments
Pennsylvania
$32.3M -$1.62M -24,617 -5%
NC
28
NewSquare Capital
Pennsylvania
$31.4M +$6.91M +104,964 +28%
GF
29
Genworth Financial
Virginia
$30.2M +$198K +3,000 +0.7%
ACM
30
Armbruster Capital Management
New York
$26.9M +$105K +1,591 +0.4%
HFS
31
Hantz Financial Services
Michigan
$26.9M -$2.8M -42,470 -9%
CS
32
Credit Suisse
Switzerland
$26.5M +$19M +288,270 +252%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.9M -$520K -7,896 -2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$24.9M -$1.91M -29,040 -7%
NEPWA
35
New England Private Wealth Advisors
Massachusetts
$24.5M -$15.2K -232 -0.1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$24.4M -$57M -865,530 -70%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$23.4M +$93.6K +1,421 +0.4%
RJA
38
Raymond James & Associates
Florida
$22.8M -$1.15M -17,410 -5%
PAG
39
Private Advisor Group
New Jersey
$22.8M +$833K +12,643 +4%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$22.8M +$8.58M +130,232 +60%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$21.7M -$1.23M -18,670 -5%
Lido Advisors
42
Lido Advisors
California
$20.2M -$1.93M -29,307 -9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$20.2M +$14.5M +220,764 +257%
HF
44
HRT Financial
New York
$19.1M +$19.1M +289,604 New
PFS
45
Prospera Financial Services
Texas
$18.9M -$1.06M -16,026 -5%
LMIM
46
Lockheed Martin Investment Management
Maryland
$17.1M +$5.22M +79,300 +44%
PPA
47
Painted Porch Advisors
California
$16M +$2.1M +31,952 +15%
FNBT
48
FineMark National Bank & Trust
Florida
$14.9M +$383K +5,818 +3%
Stifel Financial
49
Stifel Financial
Missouri
$14.6M -$188K -2,847 -1%
CAL
50
Capital Advisors Ltd
Ohio
$13.7M -$596K -9,054 -4%
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