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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 %
CP
626
Castleview Partners
Texas
$90.8K – – –
RBC
627
Roble Belko & Company
Pennsylvania
$88K – – –
AAP
628
Arax Advisory Partners
Colorado
$88K +$143 +2 +0.2%
TSMHT
629
Thurston Springer Miller Herd & Titak
Indiana
$87K +$34.2K +477 +65%
JFA
630
JNBA Financial Advisors
Minnesota
$84.8K – – –
WSFS
631
Wilmington Savings Fund Society
Delaware
$77.1K +$77.1K +1,075 New
UCB
632
United Community Bank
South Carolina
$73.2K – – –
PCA
633
Providence Capital Advisors
North Carolina
$72.3K – – –
CHA
634
Carmichael Hill & Associates
Maryland
$71.4K +$72 +1 +0.1%
EDRH
635
Edmond de Rothschild Holding
Switzerland
$70.9K – – –
HPC
636
HM Payson & Co
Maine
$68.8K – – –
DIP
637
DT Investment Partners
Pennsylvania
$68.5K – – –
T
638
Tidemark
California
$64.1K +$28.8K +401 +82%
ME
639
McIlrath & Eck
Washington
$63.3K +$287 +4 +0.5%
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$61K – – –
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$61K +$61K +850 New
PA
642
PSI Advisors
Florida
$60.5K +$215 +3 +0.4%
GJIA
643
Glass Jacobson Investment Advisors
Maryland
$58.3K – – –
SIS
644
Sound Income Strategies
Florida
$53.1K +$143 +2 +0.3%
DAM
645
Delta Asset Management
Tennessee
$53K – – –
SC
646
Stephens Consulting
Michigan
$52.8K – – –
AWM
647
Avondale Wealth Management
Texas
$51.9K – – –
QCG
648
Quadrant Capital Group
Ohio
$51.1K – – –
UIA
649
Ulland Investment Advisors
Minnesota
$50K +$50K +700 New
FPFS
650
First Personal Financial Services
North Carolina
$48.4K -$90.4K -1,260 -65%
24 25
26
27 28