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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
1
Merit Financial Group
Georgia
$121M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
3
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NewSquare Capital
Pennsylvania
$33.4M +$105K +1,495 +0.3%
GF
27
Genworth Financial
Virginia
$32.6M +$93.1K +1,330 +0.3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$32.2M +$6.63M +94,775 +26%
ACM
29
Armbruster Capital Management
New York
$29.1M +$560K +8,003 +2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$26.6M +$1.41M +20,074 +6%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$26.1M -$15.5K -222 -0.1%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.3M -$417K -5,950 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$23.5M +$567K +8,104 +2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$22.8M +$7.91M +113,048 +53%
HFS
35
Hantz Financial Services
Michigan
$22.7M -$852K -12,173 -4%
CCMG
36
Clark Capital Management Group
Pennsylvania
$22M +$151K +2,153 +0.7%
SEI Investments
37
SEI Investments
Pennsylvania
$21.5M -$2.05M -29,293 -9%
PPA
38
Painted Porch Advisors
California
$20.3M +$1.11M +15,878 +6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$19.7M -$1.73M -24,732 -8%
FNBT
40
FineMark National Bank & Trust
Florida
$17.1M +$716K +10,234 +4%
Stifel Financial
41
Stifel Financial
Missouri
$16.8M +$397K +5,670 +2%
Lido Advisors
42
Lido Advisors
California
$16.5M -$1.4M -20,054 -8%
PFS
43
Prospera Financial Services
Texas
$16.1M -$981K -14,011 -6%
VWM
44
Vigilare Wealth Management
Arizona
$15.7M +$357K +5,107 +2%
SFA
45
Sequoia Financial Advisors
Ohio
$15.4M +$15.4M +220,238 New
NA
46
NewEdge Advisors
Louisiana
$15.2M -$8.61K -123 -0.1%
CIAS
47
Capital Investment Advisory Services
North Carolina
$14.9M -$168K -2,405 -1%
BI
48
Ballast Inc
Kentucky
$13.6M +$216K +3,081 +2%
AAS
49
Avantax Advisory Services
Texas
$13.4M +$4.57M +65,259 +51%
CAL
50
Capital Advisors Ltd
Ohio
$13.4M -$245K -3,504 -2%
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