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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 %
PCA
551
Prosperity Capital Advisors
Ohio
$241K +$5.89K +84 +3%
EFA
552
Evernest Financial Advisors
Indiana
$241K +$1.05K +15 +0.4%
CIC
553
Carnegie Investment Counsel
Ohio
$238K – – –
RMC
554
Ring Mountain Capital
California
$237K +$237K +3,391 New
FFA
555
Fragasso Financial Advisors
Pennsylvania
$237K -$12K -172 -5%
Wealthfront Advisers
556
Wealthfront Advisers
California
$237K +$31.4K +449 +15%
SWM
557
SFG Wealth Management
Maryland
$237K -$34.2K -489 -13%
PG
558
Prostatis Group
Maryland
$236K +$236K +3,370 New
KF
559
KKM Financial
Illinois
$236K -$13.4K -192 -5%
MWS
560
MFA Wealth Services
California
$235K +$235K +3,356 New
USCWA
561
U.S. Capital Wealth Advisors
Texas
$235K +$5.25K +75 +2%
LI
562
LVZ Inc
Michigan
$233K – – –
AP
563
Appleton Partners
Massachusetts
$232K -$3.5K -50 -1%
SJGA
564
Stephen J. Garry & Associates
New York
$232K +$70 +1 +0%
SFO
565
Stokes Family Office
Louisiana
$230K – – –
AWM
566
Apollon Wealth Management
South Carolina
$229K -$79.9K -1,142 -26%
GA
567
Goldstein Advisors
Wisconsin
$228K -$9.17K -131 -4%
WCP
568
Wealthcare Capital Partners
Pennsylvania
$228K +$228K +3,254 New
IPAM
569
Investment Partners Asset Management
New Jersey
$228K – – –
APWA
570
Atlas Private Wealth Advisors
New Jersey
$227K -$118K -1,688 -34%
NB
571
Northwest Bancshares
Pennsylvania
$227K -$4.06K -58 -2%
TIAA Trust, National Association
572
TIAA Trust, National Association
North Carolina
$227K – – –
DA
573
Detalus Advisors
Missouri
$226K -$20.5K -293 -8%
EP
574
Edgestream Partners
New Jersey
$226K +$226K +3,226 New
VC
575
Vicus Capital
Pennsylvania
$225K – – –
21 22
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