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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 %
ME
651
McIlrath & Eck
Washington
$61.8K – – –
FDW
652
Fourth Dimension Wealth
Ohio
$59.8K +$59.8K +854 New
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$59.5K – – –
PA
654
PSI Advisors
Florida
$59.2K +$140 +2 +0.2%
HI
655
Hoey Investments
Pennsylvania
$58.8K +$58.8K +840 New
FS
656
Financially Speaking
Colorado
$57.8K +$57.8K +826 New
GJIA
657
Glass Jacobson Investment Advisors
Maryland
$56.9K – – –
S
658
SignatureFD
Georgia
$55.6K -$33.9K -484 -38%
MRP
659
Measured Risk Portfolios
California
$53.6K +$53.6K +765 New
DAM
660
Delta Asset Management
Tennessee
$51.7K – – –
SC
661
Stephens Consulting
Michigan
$51.5K – – –
AWM
662
Avondale Wealth Management
Texas
$50.7K – – –
IWM
663
IMG Wealth Management
Florida
$50.6K +$50.6K +723 New
QCG
664
Quadrant Capital Group
Ohio
$49.9K – – –
RF
665
Roxbury Financial
New Jersey
$47.5K +$47.5K +634 New
HGERS
666
Householder Group Estate & Retirement Specialist
Arizona
$46K -$9.32M -133,576 -100%
CJ
667
Caitlin John
Michigan
$45.3K +$4.62K +66 +11%
WWM
668
Wagner Wealth Management
South Carolina
$44.7K +$700 +10 +2%
TFGT
669
TS Financial Group (TSFG)
Illinois
$44K – – –
SWM
670
Sugarloaf Wealth Management
Georgia
$42.7K – – –
LC
671
Luminist Capital
Michigan
$39.3K +$39.3K +562 New
FF
672
Friedenthal Financial
New Jersey
$38.3K – – –
SC
673
Solstein Capital
California
$36.7K – – –
HCA
674
Heck Capital Advisors
Wisconsin
$34.7K +$34.7K +496 New
FFA
675
Founders Financial Alliance
North Carolina
$33.5K +$140 +2 +0.4%
25 26
27
28 29