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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 %
GT
601
Glenmede Trust
Pennsylvania
$170K -$106K -1,697 -38%
CAL
602
Capital Analysts LLC
Pennsylvania
$160K +$1.13K +18 +0.7%
CHA
603
Carmichael Hill & Associates
Maryland
$158K +$689 +11 +0.4%
BFPW
604
BOK Financial Private Wealth
Colorado
$157K
ODG
605
O'Dell Group
Ohio
$157K +$157K +2,508 New
PWMG
606
Provence Wealth Management Group
California
$157K
GWANC
607
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$154K
AIC
609
Archer Investment Corporation
Indiana
$142K
NL
610
NVWM LLC
Pennsylvania
$141K -$486K -7,758 -78%
SC
611
Solstein Capital
California
$136K -$8.21K -131 -6%
PWM
612
Provident Wealth Management
Tennessee
$132K
CFO
613
CVA Family Office
Colorado
$129K +$129K +2,056 New
PWA
614
Provenance Wealth Advisors
Florida
$128K +$87.2K +1,392 +214%
MAWCM
615
Mine & Arao Wealth Creation & Management
California
$122K
FPFS
616
First Personal Financial Services
North Carolina
$121K
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$121K
FRA
618
Front Row Advisors
California
$119K
BBPWM
619
Blue Bell Private Wealth Management
Pennsylvania
$117K +$116K +1,850 +12,333%
GEA
620
Glen Eagle Advisors
New Jersey
$116K +$501 +8 +0.4%
APW
621
Atlantic Private Wealth
North Carolina
$111K
ST
622
Smithfield Trust
Pennsylvania
$111K
RIM
623
Rockbridge Investment Management
New York
$108K +$108K +1,720 New
VNA
624
Valley National Advisers
Pennsylvania
$106K
AF
625
Advisornet Financial
Minnesota
$106K -$108K -1,726 -51%