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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
+$120M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$38.9M
3
PAG
Private Advisor Group
New Jersey
+$23.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.1M
5
SFA
Sequoia Financial Advisors
Ohio
+$15.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$123M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$65.9M
3
Citigroup
Citigroup
New York
-$30.4M
4
SC
Sykon Capital
New York
-$23.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
501
Kestra Private Wealth Services
Texas
$301K +$95.5K +1,364 +47%
APA
502
Astoria Portfolio Advisors
New York
$300K – – –
CFGSD
503
Compass Financial Group (South Dakota)
South Dakota
$298K +$1.19K +17 +0.4%
CWA
504
Clearview Wealth Advisors
Oregon
$297K -$9.87K -141 -3%
RSWM
505
Robertson Stephens Wealth Management
California
$297K +$420 +6 +0.1%
ZF
506
Zhang Financial
Michigan
$296K – – –
SOS
507
Silver Oak Securities
Tennessee
$294K +$191K +2,736 +186%
BFA
508
Beacon Financial Advisory
Ohio
$291K -$6.16K -88 -2%
EWM
509
EPG Wealth Management
Georgia
$287K -$264K -3,774 -48%
MCCA
510
Mill Creek Capital Advisors
Pennsylvania
$282K -$80.6K -1,152 -22%
NDSI
511
Newman Dignan & Sheerar Inc
Rhode Island
$282K – – –
GI
512
Gradient Investments
Minnesota
$282K -$1.54K -22 -0.5%
NB
513
NBT Bank
New York
$281K – – –
PW
514
Peninsula Wealth
California
$280K – – –
SC
515
Savant Capital
Illinois
$279K +$74.9K +1,070 +37%
GGS
516
Galvin Gaustad & Stein
Arizona
$279K – – –
PAG
517
Private Advisory Group
Washington
$277K -$281K -4,017 -50%
WFAG
518
Worth Financial Advisory Group
North Carolina
$276K -$18K -257 -6%
WA
519
Wambolt & Associates
Colorado
$273K -$30.4K -434 -10%
HI
520
Harbour Investments
Wisconsin
$273K +$210 +3 +0.1%
MIM
521
Moseley Investment Management
Florida
$271K +$4.9K +70 +2%
Empower Advisory Group
522
Empower Advisory Group
Colorado
$267K +$267K +3,809 New
CFG
523
Carr Financial Group
Massachusetts
$266K +$70 +1 +0%
CIBC World Market
524
CIBC World Market
Ontario, Canada
$265K +$280 +4 +0.1%
HIP
525
HUB Investment Partners
Texas
$265K +$265K +3,779 New
19 20
21
22 23