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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 %
B
526
Bailard
California
$264K – – –
OFO
527
OneAscent Family Office
Alabama
$262K +$262K +3,736 New
CIA
528
Capital Investment Advisors
Georgia
$262K +$262K +3,742 New
MCC
529
Money Concepts Capital
Florida
$262K – – –
TWP
530
Tyche Wealth Partners
Texas
$260K – – –
ESB
531
Essex Savings Bank
Connecticut
$259K – – –
BWA
532
BlueChip Wealth Advisors
Georgia
$256K -$44.5K -635 -15%
CF
533
Centaurus Financial
California
$255K -$83.5K -1,190 -25%
FWP
534
Falcon Wealth Planning
California
$255K – – –
HC
535
Hurley Capital
New York
$255K +$255K +3,635 New
BFO
536
Boston Family Office
Massachusetts
$254K +$280 +4 +0.1%
STA
537
Smith Thornton Advisors
Alabama
$253K – – –
TVAMP
538
Tennessee Valley Asset Management Partners
Tennessee
$251K -$120K -1,721 -32%
FCH
539
Freestone Capital Holdings
Washington
$251K -$28.8K -412 -10%
AI
540
Atria Investments
North Carolina
$249K -$935K -13,355 -79%
RBFC
541
Roman Butler Fullerton & Co
Missouri
$249K -$202K -2,797 -45%
LSAG
542
Lake Street Advisors Group
New Hampshire
$249K +$70 +1 +0%
IP
543
Intellectus Partners
California
$247K +$280 +4 +0.1%
SPWM
544
Schrum Private Wealth Management
Florida
$247K -$239K -3,414 -49%
FPCP
545
Fort Point Capital Partners
California
$246K +$70 +1 +0%
MIM
546
Merrion Investment Management
New Jersey
$245K -$245K -3,500 -50%
MWAM
547
Manhattan West Asset Management
California
$245K – – –
HA
548
HFG Advisors
Ohio
$245K – – –
FFG
549
Fiduciary Financial Group
California
$244K -$74.7K -1,093 -23%
AIM
550
Anchor Investment Management
South Carolina
$242K – – –
20 21
22
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