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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
$121M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
Citigroup
New York
$1.11M
4
SC
Sykon Capital
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
576
Winebrenner Capital Management
Kentucky
$224K +$224K +3,196 New
HSA
577
HBK Sorce Advisory
Pennsylvania
$223K – – –
OFG
578
Opulen Financial Group
Virginia
$223K +$223K +3,192 New
WCF
579
West Coast Financial
California
$223K – – –
PFP
580
Pinnacle Financial Partners
Tennessee
$222K – – –
PCIA
581
Prime Capital Investment Advisors
Kansas
$222K +$222K +3,168 New
CWM
582
Congress Wealth Management
Massachusetts
$221K +$25K +357 +13%
T
583
Transce3nd
Texas
$221K +$221K +3,162 New
DBRC
584
D.B. Root & Company
Pennsylvania
$221K +$210 +3 +0.1%
WH
585
Whitcomb & Hess
Ohio
$219K +$4.76K +68 +2%
LWM
586
Lodestone Wealth Management
Washington
$218K -$19.3K -275 -8%
FTC
587
Farmers Trust Company
Ohio
$217K +$217K +3,100 New
ST
588
Spinnaker Trust
Maine
$215K – – –
TWM
589
TCFG Wealth Management
California
$214K +$140 +2 +0.1%
CHP
590
Cable Hill Partners
Oregon
$212K – – –
GFG
591
Grantvest Financial Group
New Jersey
$212K +$212K +3,035 New
AA
592
Apriem Advisors
California
$211K -$21K -300 -9%
CWP
593
Cyndeo Wealth Partners
Florida
$211K -$50K -714 -19%
BWP
594
Balboa Wealth Partners
Arizona
$210K -$21K -300 -9%
SIG
595
Stonegate Investment Group
Alabama
$210K – – –
IA
596
Integrity Alliance
Iowa
$209K +$209K +2,982 New
FFB
597
First Financial Bankshares
Texas
$209K – – –
QCM
598
QRG Capital Management
Illinois
$207K +$9.52K +136 +5%
AFG
599
Atomi Financial Group
New York
$205K – – –
WAM
600
WealthTrust Asset Management
Florida
$205K -$7.77K -111 -4%
22 23
24
25 26