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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
Citigroup
New York
$1.11M
4
SC
Sykon Capital
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
476
Jacobi Capital Management
Pennsylvania
$334K -$13.2K -188 -4%
TA
477
TrueWealth Advisors
Alabama
$333K -$560 -8 -0.2%
IWB
478
Innovative Wealth Building
Maryland
$332K +$332K +4,738 New
CWM
479
Castle Wealth Management
Florida
$329K – – –
OCM
480
One Capital Management
California
$329K -$16.5K -235 -5%
AFG
481
Arkansas Financial Group
Arkansas
$327K – – –
NA
482
Novus Advisors
South Carolina
$326K +$326K +4,661 New
CSP
483
Cary Street Partners
Virginia
$322K +$322K +4,605 New
DP
484
Divergent Planning
Maryland
$322K – – –
IA
485
IAM Advisory
Pennsylvania
$320K -$4.27K -61 -1%
HC
486
Headland Capital
South Carolina
$318K +$318K +4,536 New
MWPCG
487
Measured Wealth Private Client Group
New Hampshire
$317K -$3.29K -47 -1%
Northern Trust
488
Northern Trust
Illinois
$317K -$86.7K -1,238 -21%
BAM
489
Broyhill Asset Management
North Carolina
$315K +$315K +4,500 New
MFGM
490
Marshall Financial Group (Maryland)
Maryland
$314K -$10.3K -147 -3%
MWM
491
Merriman Wealth Management
Washington
$313K -$30.1K -430 -9%
ALA
492
Atlas Legacy Advisors
California
$312K +$312K +4,457 New
CCC
493
Compass Capital Corp
Massachusetts
$311K +$311K +4,380 New
BWP
494
BSW Wealth Partners
Colorado
$308K +$85.6K +1,223 +39%
Financial Engines Advisors
495
Financial Engines Advisors
California
$307K +$307K +4,385 New
PWA
496
Prairie Wealth Advisors
Nebraska
$305K +$3.5K +50 +1%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$304K -$127K -1,814 -29%
GS
498
GWN Securities
Florida
$302K +$302K +4,283 New
HS
499
Horan Securities
United States
$302K +$1.05K +15 +0.3%
CFS
500
CRA Financial Services
New Jersey
$301K +$280 +4 +0.1%
18 19
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