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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 %
AL
551
ACAS LLC
California
$241K -$25.1K -400 -9%
SLC
552
Second Line Capital
Louisiana
$241K +$241K +3,842 New
GI
553
Gradient Investments
Minnesota
$239K -$121K -1,930 -34%
AWA
554
Alta Wealth Advisors
Massachusetts
$238K -$287K -4,577 -55%
EWA
555
Exencial Wealth Advisors
Oklahoma
$236K +$236K +3,763 New
KFS
556
Kaizen Financial Strategies
California
$235K
PMFA
557
Plante Moran Financial Advisors
Michigan
$235K
TCM
558
Tufton Capital Management
Maryland
$234K -$25.6K -408 -10%
MGIA
559
Moneta Group Investment Advisors
Missouri
$234K
TWP
560
Tyche Wealth Partners
Texas
$233K +$233K +3,720 New
PIAS
561
PCA Investment Advisory Services
Ohio
$232K -$51.4K -821 -18%
MCC
562
Money Concepts Capital
Florida
$231K
ARC
563
Advisor Resource Council
Texas
$231K -$63.9K -1,020 -22%
SJGA
564
Stephen J. Garry & Associates
New York
$230K +$230K +3,675 New
FFB
565
First Financial Bankshares
Texas
$230K +$230K +3,667 New
SMC
566
Smith, Moore & Co
Missouri
$229K -$9.52K -152 -4%
RIA
567
Richwood Investment Advisors
Ohio
$224K -$7.83K -125 -3%
BWP
568
Balboa Wealth Partners
Arizona
$224K +$3.45K +55 +2%
4WM
569
49 Wealth Management
Texas
$223K +$223K +3,563 New
CIC
570
Carnegie Investment Counsel
Ohio
$223K +$223K +3,561 New
LSAG
571
Lake Street Advisors Group
New Hampshire
$222K +$222K +3,545 New
SS
572
Simplicity Solutions
Minnesota
$221K -$1.82K -29 -0.8%
FPCP
573
Fort Point Capital Partners
California
$220K +$125 +2 +0.1%
NB
574
Northwest Bancshares
Pennsylvania
$220K -$50.8K -811 -19%
MWAM
575
Manhattan West Asset Management
California
$219K