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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 %
MWM
501
Merriman Wealth Management
Washington
$276K +$12.5K +190 +5%
PCA
502
Prosperity Capital Advisors
Ohio
$274K -$5.43M -82,389 -95%
BCI
503
Brinker Capital Investments
Pennsylvania
$274K -$3.1K -47 -1%
OPS
504
Orion Portfolio Solutions
Nebraska
$274K -$3.1K -47 -1%
FFA
505
Fragasso Financial Advisors
Pennsylvania
$273K +$1.52K +23 +0.6%
APA
506
Astoria Portfolio Advisors
New York
$271K -$7.28K -116 -3%
IP
507
Intellectus Partners
California
$271K -$49K -744 -15%
BFO
508
Boston Family Office
Massachusetts
$271K +$527 +8 +0.2%
IGWM
509
ICA Group Wealth Management
Colorado
$269K -$28K -425 -9%
HSA
510
HBK Sorce Advisory
Pennsylvania
$269K +$45.1K +685 +20%
B
511
Bailard
California
$268K
EWM
512
EPG Wealth Management
Georgia
$266K +$922 +14 +0.3%
NDSI
513
Newman Dignan & Sheerar Inc
Rhode Island
$265K
FCH
514
Freestone Capital Holdings
Washington
$263K -$6.79K -103 -3%
GGS
515
Galvin Gaustad & Stein
Arizona
$262K
WWM
516
WJ Wealth Management
Arizona
$260K -$43.5K -660 -14%
ESB
517
Essex Savings Bank
Connecticut
$257K
EC
518
Estate Counselors
Wisconsin
$257K
CIBC World Market
519
CIBC World Market
Ontario, Canada
$255K -$82.4K -1,252 -24%
MIM
520
Moseley Investment Management
Florida
$255K -$9.29K -141 -4%
WIA
521
World Investment Advisors
California
$254K -$72.9K -1,106 -22%
TWP
522
Tyche Wealth Partners
Texas
$245K
G
523
GenTrust
Florida
$244K -$34.6K -525 -12%
CWP
524
Cyndeo Wealth Partners
Florida
$243K -$654K -9,923 -73%
SJGA
525
Stephen J. Garry & Associates
New York
$242K +$132 +2 +0.1%