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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$615M
2
Citigroup
Citigroup
New York
$32.2M
3
LPL Financial
LPL Financial
California
$211M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
5
CCMG
Clark Capital Management Group
Pennsylvania
$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$589M
2
HNB
Huntington National Bank
Ohio
$0
3
Goldman Sachs
Goldman Sachs
New York
$1.06M
4
LLWM
Life Line Wealth Management
California
$472K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
601
Glassman Wealth Services
Virginia
$156K -$574 -8 -0.4%
PWM
602
Provident Wealth Management
Tennessee
$151K – – –
CFO
603
CVA Family Office
Colorado
$150K +$646 +9 +0.4%
MSG
604
Main Street Group
Virginia
$146K -$259K -3,616 -64%
AF
605
Advisornet Financial
Minnesota
$141K +$26K +363 +23%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$138K – – –
FRA
607
Front Row Advisors
California
$136K – – –
NL
608
NVWM LLC
Pennsylvania
$134K – – –
GEA
609
Glen Eagle Advisors
New Jersey
$134K +$430 +6 +0.3%
PWA
610
Provenance Wealth Advisors
Florida
$131K -$15.6K -217 -11%
DI
611
DAGCO Inc
Ohio
$129K – – –
APW
612
Atlantic Private Wealth
North Carolina
$127K – – –
ST
613
Smithfield Trust
Pennsylvania
$127K – – –
EWA
614
EverSource Wealth Advisors
Alabama
$123K – – –
SL
615
Salomon & Ludwin
Virginia
$122K – – –
VNA
616
Valley National Advisers
Pennsylvania
$121K – – –
AT
617
Avalon Trust
New Mexico
$121K -$46.6K -650 -28%
CTC
618
Central Trust Company
Missouri
$120K – – –
FCMT
619
Founders Capital Management (Texas)
Texas
$114K – – –
CIR
620
Clear Investment Research
Georgia
$112K +$287 +4 +0.3%
BA
621
Bristlecone Advisors
Washington
$110K +$110K +1,529 New
VWM
622
Venturi Wealth Management
Texas
$108K – – –
SOS
623
Silver Oak Securities
Tennessee
$105K +$105K +1,470 New
AssetMark Inc
624
AssetMark Inc
California
$97.8K +$40.5K +564 +71%
S
625
SignatureFD
Georgia
$91.7K +$72 +1 +0.1%
23 24
25
26 27