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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$89.8M
2
Citigroup
Citigroup
New York
+$30.2M
3
LPL Financial
LPL Financial
California
+$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.9M
2
HNB
Huntington National Bank
Ohio
-$33.9M
3
Goldman Sachs
Goldman Sachs
New York
-$28.7M
4
LLWM
Life Line Wealth Management
California
-$26.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
526
Tyche Wealth Partners
Texas
$267K – – –
ESB
527
Essex Savings Bank
Connecticut
$265K – – –
MPW
528
MGO Private Wealth
California
$262K – – –
FWP
529
Falcon Wealth Planning
California
$261K -$9.54K -133 -4%
BFO
530
Boston Family Office
Massachusetts
$260K -$35.4K -494 -12%
STA
531
Smith Thornton Advisors
Alabama
$259K – – –
SW
532
Simplicity Wealth
New Jersey
$258K -$230K -3,213 -47%
FFA
533
Fragasso Financial Advisors
Pennsylvania
$256K -$66.1K -921 -21%
KF
534
KKM Financial
Illinois
$255K – – –
LSAG
535
Lake Street Advisors Group
New Hampshire
$255K +$215 +3 +0.1%
DA
536
Detalus Advisors
Missouri
$253K +$215 +3 +0.1%
IP
537
Intellectus Partners
California
$253K +$287 +4 +0.1%
FPCP
538
Fort Point Capital Partners
California
$252K +$143 +2 +0.1%
MWAM
539
Manhattan West Asset Management
California
$251K -$2.44K -34 -1%
HA
540
HFG Advisors
Ohio
$251K – – –
Tudor Investment Corp
541
Tudor Investment Corp
Connecticut
$248K -$124K -1,734 -33%
AIM
542
Anchor Investment Management
South Carolina
$248K – – –
DFA
543
Davies Financial Advisors
California
$247K – – –
FEM
544
Fulcrum Equity Management
Texas
$247K +$247K +3,437 New
EFA
545
Evernest Financial Advisors
Indiana
$246K +$1.08K +15 +0.4%
JF
546
Joule Financial
Kentucky
$244K – – –
CIC
547
Carnegie Investment Counsel
Ohio
$244K – – –
LWM
548
Lodestone Wealth Management
Washington
$244K -$42.5K -593 -15%
GA
549
Goldstein Advisors
Wisconsin
$244K – – –
AP
550
Appleton Partners
Massachusetts
$242K -$40.9K -569 -14%
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22
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