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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 %
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
$242K -$1.22M -18,485 -83%
FFB
527
First Financial Bankshares
Texas
$242K
MPW
528
MGO Private Wealth
California
$241K -$29K -440 -11%
PIAS
529
PCA Investment Advisory Services
Ohio
$239K -$5.4K -82 -2%
BCP
530
Berkeley Capital Partners
Georgia
$238K +$238K +3,613 New
EWA
531
EverSource Wealth Advisors
Alabama
$237K -$15.7K -246 -6%
RIA
532
Richwood Investment Advisors
Ohio
$235K
MCC
533
Money Concepts Capital
Florida
$235K -$8.56K -130 -4%
KF
534
KKM Financial
Illinois
$234K -$234K -3,559 -50%
LSAG
535
Lake Street Advisors Group
New Hampshire
$234K +$132 +2 +0.1%
EWA
536
Exencial Wealth Advisors
Oklahoma
$233K -$14.8K -225 -6%
MWAM
537
Manhattan West Asset Management
California
$233K +$2.24K +34 +1%
PCIA
538
Prime Capital Investment Advisors
Kansas
$232K -$121K -1,832 -34%
FPCP
539
Fort Point Capital Partners
California
$231K +$132 +2 +0.1%
SPWM
540
Schrum Private Wealth Management
Florida
$231K +$3.69K +56 +2%
HA
541
HFG Advisors
Ohio
$231K
D
542
Diversified
Delaware
$230K +$230K +3,485 New
NB
543
Northwest Bancshares
Pennsylvania
$228K -$2.96K -45 -1%
AIM
544
Anchor Investment Management
South Carolina
$228K
DFA
545
Davies Financial Advisors
California
$227K +$227K +3,449 New
AA
546
Apriem Advisors
California
$225K
JF
547
Joule Financial
Kentucky
$224K
CIC
548
Carnegie Investment Counsel
Ohio
$224K -$10.6K -161 -5%
TIAA Trust, National Association
549
TIAA Trust, National Association
North Carolina
$221K
DA
550
Detalus Advisors
Missouri
$220K -$58.6K -889 -21%