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Invesco S&P 500 Low Volatility ETF

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
476
One Capital Management
California
$354K
TW
477
Transform Wealth
Colorado
$351K
MWM
478
Merriman Wealth Management
Washington
$351K +$49.8K +694 +17%
PFBT
479
Parkside Financial Bank & Trust
Missouri
$351K
ES
480
ETF Store
Kansas
$349K -$7.82K -109 -2%
GWP
481
Gen-Wealth Partners
Michigan
$348K -$57.1K -800 -14%
CF
482
Centaurus Financial
California
$346K -$88K -1,227 -20%
Optiver Holding
483
Optiver Holding
Netherlands
$344K +$344K +4,798 New
AQR Capital Management
484
AQR Capital Management
Connecticut
$342K
TA
485
TrueWealth Advisors
Alabama
$342K
HBW
486
Hazlett, Burt & Watson
West Virginia
$340K +$359 +5 +0.1%
CWM
487
Castle Wealth Management
Florida
$337K
DP
488
Divergent Planning
Maryland
$337K
AFG
489
Arkansas Financial Group
Arkansas
$335K
RIA
490
Realta Investment Advisors
Delaware
$334K -$385K -5,308 -54%
MFGM
491
Marshall Financial Group (Maryland)
Maryland
$333K +$333K +4,639 New
IA
492
IAM Advisory
Pennsylvania
$332K +$1.08K +15 +0.3%
FFG
493
Fiduciary Financial Group
California
$332K +$3.91K +55 +1%
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$330K
MWPCG
495
Measured Wealth Private Client Group
New Hampshire
$328K -$9.47K -132 -3%
DC
496
Davenport & Co
Virginia
$322K +$3.8K +53 +1%
AWM
497
Apollon Wealth Management
South Carolina
$317K -$7.17K -100 -2%
CWA
498
Clearview Wealth Advisors
Oregon
$315K +$10.2K +142 +3%
WA
499
Wambolt & Associates
Colorado
$312K -$113K -1,569 -27%
APA
500
Astoria Portfolio Advisors
New York
$311K +$72 +1 +0%