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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 %
HWA
676
HHM Wealth Advisors
Tennessee
$27.8K
AIP
677
Ameritas Investment Partners
Nebraska
$25.4K
BC
678
Barrett & Company
Rhode Island
$25.1K
MTIC
679
Missouri Trust & Investment Company
Missouri
$22.8K
NP
680
NorthRock Partners
Minnesota
$22.6K +$22.6K +360 New
Deutsche Bank
681
Deutsche Bank
Germany
$20.7K
OAJ
682
Ogorek Anthony Joseph
New York
$19K
WIM
683
Westside Investment Management
California
$17.5K
WT
684
Whittier Trust
California
$16K -$193K -3,079 -92%
FSWA
685
Financial Synergies Wealth Advisors
Texas
$15K
AC
686
AlphaCore Capital
California
$14.4K -$2.82K -45 -16%
BLC
687
Brown, Lisle/Cummings
Rhode Island
$12.7K
RFG
688
RFP Financial Group
Georgia
$12.7K
FFL
689
Financial Freedom LLC
Ohio
$12.7K +$125 +2 +1%
GTAM
690
Global Trust Asset Management
Florida
$12.6K +$6.26K +100 +99%
FGAM
691
Financial Gravity Asset Management
Texas
$12.2K +$12.2K +194 New
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$10.5K +167 New
CIA
693
Cape Investment Advisory
Georgia
$10.1K -$2.07K -33 -17%
LF
694
Lee Financial
Texas
$9.96K
MA
695
MCF Advisors
Kentucky
$8.77K
CSC
696
Caldwell Sutter Capital
California
$8.71K
CAS
697
Coppell Advisory Solutions
Texas
$8.7K -$3.69K -59 -30%
MSWM
698
McGlone Suttner Wealth Management
Wisconsin
$7.8K +$7.8K +125 New
OIA
699
Optimum Investment Advisors
Illinois
$7.76K +$63 +1 +0.8%
AWM
700
Atticus Wealth Management
Florida
$7.04K -$402K -6,401 -98%