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Invesco S&P 500 Low Volatility ETF

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
501
Appleton Partners
Massachusetts
$256K -$20.2K -310 -7%
Envestnet Portfolio Solutions
502
Envestnet Portfolio Solutions
Illinois
$256K +$16.9K +260 +7%
AI
503
Atria Investments
North Carolina
$255K +$255K +3,926 New
CIBC World Market
504
CIBC World Market
Ontario, Canada
$251K -$324 -5 -0.1%
WBWA
505
William B. Walkup & Associates
South Carolina
$249K +$249K +3,841 New
MIM
506
Moseley Investment Management
Florida
$248K -$3.25K -50 -1%
B
507
Bailard
California
$245K -$19.2K -295 -7%
FWP
508
Falcon Wealth Planning
California
$245K -$40.5K -624 -14%
MCC
509
Money Concepts Capital
Florida
$243K +$11.6K +178 +5%
TWP
510
Tyche Wealth Partners
Texas
$242K
CWP
511
Cyndeo Wealth Partners
Florida
$241K +$650 +10 +0.3%
PCA
512
Prosperity Capital Advisors
Ohio
$240K -$29.5K -454 -11%
HI
513
Harbour Investments
Wisconsin
$240K -$107K -1,643 -31%
ESB
514
Essex Savings Bank
Connecticut
$240K -$26.4K -406 -10%
MPW
515
MGO Private Wealth
California
$237K +$130 +2 +0.1%
STA
516
Smith Thornton Advisors
Alabama
$235K +$235K +3,612 New
BCP
517
Berkeley Capital Partners
Georgia
$234K -$714 -11 -0.3%
CFG
518
Carr Financial Group
Massachusetts
$234K +$234K +3,598 New
IA
519
IFP Advisors
Florida
$233K -$44.7K -688 -16%
RIA
520
Richwood Investment Advisors
Ohio
$232K
KF
521
KKM Financial
Illinois
$231K
LSAG
522
Lake Street Advisors Group
New Hampshire
$231K +$130 +2 +0.1%
MWAM
523
Manhattan West Asset Management
California
$230K
DA
524
Detalus Advisors
Missouri
$229K +$11.8K +181 +5%
SPWM
525
Schrum Private Wealth Management
Florida
$229K +$844 +13 +0.4%