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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 %
SWA
551
Stratos Wealth Advisors
Ohio
$220K -$302K -4,585 -58%
LI
552
LVZ Inc
Michigan
$219K
CBC
553
Coombe, Bender & Co
New York
$218K -$1.25K -19 -0.6%
BWP
554
Balboa Wealth Partners
Arizona
$217K -$17.7K -268 -8%
SFO
555
Stokes Family Office
Louisiana
$216K
EFA
556
Evernest Financial Advisors
Indiana
$216K -$212K -3,330 -50%
BFPW
557
BOK Financial Private Wealth
Colorado
$215K +$49.9K +757 +30%
IPAM
558
Investment Partners Asset Management
New Jersey
$214K -$59.3K -900 -22%
MG
559
Mather Group
Illinois
$213K
VC
560
Vicus Capital
Pennsylvania
$211K
WCF
561
West Coast Financial
California
$210K +$210K +3,182 New
PFP
562
Pinnacle Financial Partners
Tennessee
$209K +$209K +3,173 New
SLC
563
Second Line Capital
Louisiana
$209K -$44.1K -669 -17%
SW
564
Simplicity Wealth
New Jersey
$208K +$208K +3,161 New
WAM
565
WealthTrust Asset Management
Florida
$208K +$208K +3,154 New
DBRC
566
D.B. Root & Company
Pennsylvania
$207K -$3.16K -48 -2%
EP
567
Eudaimonia Partners
Tennessee
$206K -$186K -2,827 -47%
IDA
568
Intelligence Driven Advisers
California
$206K -$62.7K -952 -23%
AWA
569
Alta Wealth Advisors
Massachusetts
$206K -$44.3K -672 -18%
WH
570
Whitcomb & Hess
Ohio
$206K +$206K +3,120 New
4WM
571
49 Wealth Management
Texas
$204K -$28.8K -440 -12%
KFS
572
Kaizen Financial Strategies
California
$201K -$46.1K -700 -19%
SAM
573
Smartleaf Asset Management
Massachusetts
$190K -$14.7K -224 -7%
AT
574
Avalon Trust
New Mexico
$180K
WP
575
WealthShield Partners
North Carolina
$178K -$12.3K -186 -6%