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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 %
CTC
626
Central Trust Company
Missouri
$105K
FCMT
627
Founders Capital Management (Texas)
Texas
$104K
CIR
628
Clear Investment Research
Georgia
$96.6K +$63 +1 +0.1%
AWM
629
Avior Wealth Management
Nebraska
$96.5K -$231K -3,929 -71%
AAP
630
Arax Advisory Partners
Colorado
$89.7K +$14.2K +227 +19%
PA
631
Pineridge Advisors
Missouri
$86.3K +$86.3K +1,377 New
SWC
632
Spectrum Wealth Counsel
Indiana
$84.6K +$84.6K +1,350 New
S
633
SignatureFD
Georgia
$79.6K +$125 +2 +0.2%
CP
634
Castleview Partners
Texas
$79.3K -$34.2K -546 -30%
RBC
635
Roble Belko & Company
Pennsylvania
$77K
ME
636
McIlrath & Eck
Washington
$76.7K -$5.01K -80 -6%
JFA
637
JNBA Financial Advisors
Minnesota
$74.1K
IFAM
638
Institutional & Family Asset Management
Colorado
$73.6K
GWS
639
Glassman Wealth Services
Virginia
$68.2K +$68.2K +1,088 New
PCA
640
Providence Capital Advisors
North Carolina
$63.2K
OC
641
Oakworth Capital
Alabama
$62.7K +$62.7K +1,000 New
PO
642
Private Ocean
California
$62.7K +$62.7K +1,000 New
EDRH
643
Edmond de Rothschild Holding
Switzerland
$61.9K
DIP
644
DT Investment Partners
Pennsylvania
$60.7K
HPC
645
HM Payson & Co
Maine
$60.1K
SIS
646
Sound Income Strategies
Florida
$60.1K +$48.6K +776 +424%
SMFG
647
Sumitomo Mitsui Financial Group
Japan
$53.5K -$12.7K -202 -19%
MSFP
648
Mark Sheptoff Financial Planning
Connecticut
$53.3K
PA
649
PSI Advisors
Florida
$52.3K +$11.2K +179 +27%
GJIA
650
Glass Jacobson Investment Advisors
Maryland
$50.9K