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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 %
HA
576
HFG Advisors
Ohio
$219K
AL
577
Aspiriant LLC
California
$217K
SPWM
578
Schrum Private Wealth Management
Florida
$216K -$3.32K -53 -2%
AIM
579
Anchor Investment Management
South Carolina
$216K
IP
580
Ignite Planners
California
$216K -$345K -5,456 -62%
AA
581
Apriem Advisors
California
$214K -$12.5K -200 -6%
SGI
582
Summit Global Investments
Utah
$214K +$214K +3,415 New
MG
583
Mather Group
Illinois
$213K +$213K +3,406 New
JF
584
Joule Financial
Kentucky
$213K
HSA
585
HBK Sorce Advisory
Pennsylvania
$213K +$213K +3,397 New
SFG
586
StrategIQ Financial Group
Indiana
$211K -$18.8K -300 -8%
TIAA Trust, National Association
587
TIAA Trust, National Association
North Carolina
$210K -$3.13K -50 -1%
SB
588
Strategic Blueprint
Georgia
$210K -$34.3K -548 -14%
ES
589
ETF Store
Kansas
$209K +$209K +3,335 New
CBC
590
Coombe, Bender & Co
New York
$209K +$209K +3,333 New
GA
591
Gateway Advisory
New Jersey
$209K -$25.4K -406 -11%
LI
592
LVZ Inc
Michigan
$208K -$32.3K -515 -13%
CWMGP
593
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$207K -$18.7K -298 -8%
SFO
594
Stokes Family Office
Louisiana
$206K +$206K +3,281 New
VC
595
Vicus Capital
Pennsylvania
$201K +$201K +3,208 New
DBRC
596
D.B. Root & Company
Pennsylvania
$200K -$45.2K -722 -18%
SAM
597
Smartleaf Asset Management
Massachusetts
$198K +$198K +3,124 New
TFGT
598
TS Financial Group (TSFG)
Illinois
$196K +$5.94K +95 +3%
WP
599
WealthShield Partners
North Carolina
$181K -$50.5K -806 -22%
AT
600
Avalon Trust
New Mexico
$171K -$18.8K -300 -10%