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Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
G
526
GenTrust
Florida
$265K
ZF
527
Zhang Financial
Michigan
$265K
CFD
528
Creative Financial Designs
Indiana
$263K +$116K +1,854 +79%
RSWM
529
Robertson Stephens Wealth Management
California
$263K -$27.6K -440 -9%
CFGSD
530
Compass Financial Group (South Dakota)
South Dakota
$262K +$1.69K +27 +0.6%
TCOO
531
Trust Company of Oklahoma
Oklahoma
$262K -$173K -2,760 -40%
IPAM
532
Investment Partners Asset Management
New Jersey
$260K +$260K +4,153 New
GVAG
533
Great Valley Advisor Group
Delaware
$260K -$377 -6 -0.1%
FFA
534
Fragasso Financial Advisors
Pennsylvania
$259K -$191K -3,047 -42%
IDA
535
Intelligence Driven Advisers
California
$258K -$759K -12,028 -75%
ESB
536
Essex Savings Bank
Connecticut
$257K
BFO
537
Boston Family Office
Massachusetts
$257K +$257K +4,109 New
FCH
538
Freestone Capital Holdings
Washington
$257K +$1.32K +21 +0.5%
MPW
539
MGO Private Wealth
California
$256K -$16.7K -267 -6%
B
540
Bailard
California
$255K -$119K -1,892 -32%
EWM
541
EPG Wealth Management
Georgia
$253K +$2.26K +36 +0.9%
NDSI
542
Newman Dignan & Sheerar Inc
Rhode Island
$252K
BSW
543
Buckingham Strategic Wealth
Missouri
$251K +$26.5K +423 +12%
MIM
544
Moseley Investment Management
Florida
$251K -$32.7K -522 -12%
MWM
545
Merriman Wealth Management
Washington
$251K -$8.27K -132 -3%
KL
546
KWMG LLC
Kansas
$250K -$55.8K -890 -18%
GGS
547
Galvin Gaustad & Stein
Arizona
$250K
EWA
548
EverSource Wealth Advisors
Alabama
$248K +$92.7K +1,479 +60%
EC
549
Estate Counselors
Wisconsin
$244K +$244K +3,900 New
OIA
550
OneDigital Investment Advisors
Kansas
$242K -$20.1K -321 -8%