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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
476
Arkansas Financial Group
Arkansas
$307K
BSW
477
Buckingham Strategic Wealth
Missouri
$305K +$40.5K +615 +15%
CWA
478
Clearview Wealth Advisors
Oregon
$304K -$26.1K -397 -8%
IA
479
IAM Advisory
Pennsylvania
$301K -$12.5K -190 -4%
NB
480
NBT Bank
New York
$301K
BFA
481
Beacon Financial Advisory
Ohio
$299K -$46.7K -709 -14%
IIA
482
Integral Investment Advisors
California
$295K +$295K +4,500 New
OIA
483
OneDigital Investment Advisors
Kansas
$291K +$36.8K +559 +14%
PTC
484
Private Trust Company
Ohio
$291K
PS
485
Principal Securities
Iowa
$290K -$26.5K -403 -8%
FWP
486
Falcon Wealth Planning
California
$290K
PWA
487
Prairie Wealth Advisors
Nebraska
$288K +$288K +4,375 New
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$284K -$247K -3,757 -47%
CFS
489
CRA Financial Services
New Jersey
$282K +$395 +6 +0.1%
IA
490
IFP Advisors
Florida
$282K -$659 -10 -0.2%
GVAG
491
Great Valley Advisor Group
Delaware
$281K +$8.43K +128 +3%
Thrivent Financial for Lutherans
492
Thrivent Financial for Lutherans
Minnesota
$281K -$944K -14,347 -77%
HS
493
Horan Securities
United States
$280K -$111K -1,686 -28%
AP
494
Appleton Partners
Massachusetts
$280K -$28K -425 -9%
WFAG
495
Worth Financial Advisory Group
North Carolina
$280K +$461 +7 +0.2%
ZF
496
Zhang Financial
Michigan
$278K
ARC
497
Advisor Resource Council
Texas
$278K +$46K +731 +20%
CFGSD
498
Compass Financial Group (South Dakota)
South Dakota
$277K +$1.45K +22 +0.5%
CFD
499
Creative Financial Designs
Indiana
$277K
RSWM
500
Robertson Stephens Wealth Management
California
$277K