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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
MFG
Merit Financial Group
Georgia
$121M
2
LMIM
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
Citigroup
New York
$1.11M
4
SC
Sykon Capital
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
626
Smithfield Trust
Pennsylvania
$125K – – –
APW
627
Atlantic Private Wealth
North Carolina
$124K – – –
VNA
628
Valley National Advisers
Pennsylvania
$119K – – –
FCMT
629
Founders Capital Management (Texas)
Texas
$111K – – –
Russell Investments Group
630
Russell Investments Group
United Kingdom
$111K +$78.3K +1,118 +240%
CIR
631
Clear Investment Research
Georgia
$110K – – –
BA
632
Bristlecone Advisors
Washington
$107K – – –
AT
633
Avalon Trust
New Mexico
$105K -$12.6K -180 -11%
SL
634
Salomon & Ludwin
Virginia
$97.4K -$21.4K -306 -18%
VWM
635
Venturi Wealth Management
Texas
$96.7K -$8.96K -128 -8%
CP
636
Castleview Partners
Texas
$88.3K – – –
AAP
637
Arax Advisory Partners
Colorado
$86.2K +$350 +5 +0.4%
RBC
638
Roble Belko & Company
Pennsylvania
$86K – – –
TSMHT
639
Thurston Springer Miller Herd & Titak
Indiana
$84.9K – – –
JFA
640
JNBA Financial Advisors
Minnesota
$82.7K – – –
WA
641
WPG Advisers
Maryland
$76.2K +$76.2K +1,088 New
UCB
642
United Community Bank
South Carolina
$71.4K – – –
AF
643
Advisornet Financial
Minnesota
$70.7K -$66.9K -956 -49%
ZB
644
Zions Bancorporation
Utah
$70K +$70K +1,000 New
EDRH
645
Edmond de Rothschild Holding
Switzerland
$69.2K – – –
T
646
Tidemark
California
$68.2K +$5.67K +81 +9%
Bank Julius Baer & Co
647
Bank Julius Baer & Co
Switzerland
$68.1K -$4.2M -54,419 -98%
HPC
648
HM Payson & Co
Maine
$67.1K – – –
MA
649
MCF Advisors
Kentucky
$64K +$54.2K +775 +554%
UIA
650
Ulland Investment Advisors
Minnesota
$63K +$14K +200 +29%
24 25
26
27 28