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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.88%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$99.3M
2
LLWM
Life Line Wealth Management
California
+$24.2M
3
Goldman Sachs
Goldman Sachs
New York
+$22.3M
4
GS
GTS Securities
New York
+$18.6M
5
FF
Fluent Financial
Texas
+$8.35M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$223M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$185M
4
Bank of America
Bank of America
North Carolina
-$44.8M
5
GAA
Global Assets Advisory
Florida
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
551
West Coast Financial
California
$207K – – –
KFS
552
Kaizen Financial Strategies
California
$207K – – –
PFP
553
Pinnacle Financial Partners
Tennessee
$206K – – –
HSA
554
HBK Sorce Advisory
Pennsylvania
$206K -$59.2K -911 -22%
DBRC
555
D.B. Root & Company
Pennsylvania
$204K +$195 +3 +0.1%
IDA
556
Intelligence Driven Advisers
California
$203K – – –
KPWS
557
Kestra Private Wealth Services
Texas
$202K -$203K -3,126 -50%
SAM
558
Smartleaf Asset Management
Massachusetts
$189K – – –
BTI
559
Blue Trust Inc
Georgia
$177K – – –
SP
560
SWS Partners
Ohio
$172K +$172K +2,650 New
GI
561
GAMMA Investing
California
$169K +$167K +2,578 +8,890%
CAL
562
Capital Analysts LLC
Pennsylvania
$168K +$845 +13 +0.5%
AT
563
Avalon Trust
New Mexico
$151K -$26K -400 -15%
AIC
564
Archer Investment Corporation
Indiana
$144K -$2.53K -39 -2%
PMFA
565
Plante Moran Financial Advisors
Michigan
$143K – – –
WP
566
WealthShield Partners
North Carolina
$143K -$32.6K -502 -19%
BNP Paribas Financial Markets
567
BNP Paribas Financial Markets
France
$142K -$1.86M -28,589 -93%
GWS
568
Glassman Wealth Services
Virginia
$142K +$520 +8 +0.4%
PA
569
Pineridge Advisors
Missouri
$141K +$37K +569 +36%
PWM
570
Provident Wealth Management
Tennessee
$137K – – –
CFO
571
CVA Family Office
Colorado
$135K +$714 +11 +0.5%
PWA
572
Provenance Wealth Advisors
Florida
$133K – – –
FPFS
573
First Personal Financial Services
North Carolina
$126K – – –
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$125K – – –
FRA
575
Front Row Advisors
California
$123K – – –
21 22
23
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