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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
651
Westside Investment Management
California
$18.4K
WT
652
Whittier Trust
California
$16.8K
CTA
653
Colonial Trust Advisors
South Carolina
$15.9K +$15.9K +242 New
FSWA
654
Financial Synergies Wealth Advisors
Texas
$15.4K
Russell Investments Group
655
Russell Investments Group
United Kingdom
$15.1K +$15.1K +229 New
GCM
656
Gables Capital Management
Florida
$13.6K +$13.6K +206 New
FFL
657
Financial Freedom LLC
Ohio
$13.4K +$66 +1 +0.5%
BLC
658
Brown, Lisle/Cummings
Rhode Island
$13.4K
RFG
659
RFP Financial Group
Georgia
$13.4K
OSAM
660
O'Shaughnessy Asset Management
Connecticut
$13.2K -$149K -2,261 -92%
NP
661
NorthRock Partners
Minnesota
$13.2K -$10.5K -160 -44%
BWL
662
Bogart Wealth LLC
Virginia
$13.2K +$11.4K +173 +641%
CA
663
Continuum Advisory
Idaho
$11.7K +$11.7K +180 New
NIC
664
Northwest Investment Counselors
Oregon
$10.7K +$10.7K +162 New
CIA
665
Cape Investment Advisory
Georgia
$10.6K
CA
666
Crewe Advisors
Utah
$9.82K +$9.82K +149 New
CCC
667
Chelsea Counsel Company
California
$9.68K +$9.68K +147 New
MA
668
MCF Advisors
Kentucky
$9.22K
OIA
669
Optimum Investment Advisors
Illinois
$8.21K +$66 +1 +0.8%
CJ
670
Caitlin John
Michigan
$7.57K +$197 +3 +3%
HIA
671
Harbor Investment Advisory
Maryland
$6.98K
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$6.59K
KFI
673
Key Financial Inc
Pennsylvania
$4.22K
BSB
674
Bangor Savings Bank
Maine
$3.82K
SRCM
675
Signature Resources Capital Management
California
$3.68K