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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
601
Smartleaf Asset Management
Massachusetts
$203K
RIA
602
Realta Investment Advisors
Delaware
$202K -$120K -1,717 -37%
CA
603
CoreCap Advisors
Michigan
$201K -$210 -3 -0.1%
UWPG
604
Ullmann Wealth Partners Group
Florida
$201K
PA
605
Pineridge Advisors
Missouri
$200K -$3.01K -43 -1%
CAL
606
Capital Analysts LLC
Pennsylvania
$195K +$11.7K +167 +6%
GI
607
GAMMA Investing
California
$182K
WP
608
WealthShield Partners
North Carolina
$175K +$1.61K +23 +0.9%
GTAM
609
Global Trust Asset Management
Florida
$169K -$44.1K -630 -21%
BTI
610
Blue Trust Inc
Georgia
$167K -$27.7K -396 -14%
PMFA
611
Plante Moran Financial Advisors
Michigan
$167K
DWM
612
Darwin Wealth Management
Florida
$161K -$239K -3,411 -60%
CAS
613
Coppell Advisory Solutions
Texas
$159K -$1.5M -21,417 -90%
AIC
614
Archer Investment Corporation
Indiana
$154K
GWS
615
Glassman Wealth Services
Virginia
$153K
PWM
616
Provident Wealth Management
Tennessee
$147K
CFO
617
CVA Family Office
Colorado
$147K +$630 +9 +0.4%
EWA
618
EverSource Wealth Advisors
Alabama
$141K +$20.9K +299 +17%
MSG
619
Main Street Group
Virginia
$138K -$4.13K -59 -3%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$135K
AssetMark Inc
621
AssetMark Inc
California
$133K +$37.9K +541 +40%
FRA
622
Front Row Advisors
California
$133K
NL
623
NVWM LLC
Pennsylvania
$131K
GEA
624
Glen Eagle Advisors
New Jersey
$129K -$2.45K -35 -2%
PWA
625
Provenance Wealth Advisors
Florida
$128K