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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 %
BLC
676
Brown, Lisle/Cummings
Rhode Island
$14.6K – – –
NIC
677
Northwest Investment Counselors
Oregon
$11.6K +$11.6K +162 New
CIA
678
Cape Investment Advisory
Georgia
$11.5K – – –
OP
679
ORG Partners
Indiana
$11.1K -$72.1K -975 -87%
CA
680
Crewe Advisors
Utah
$10.7K – – –
CCC
681
Chelsea Counsel Company
California
$10.5K – – –
MA
682
MCF Advisors
Kentucky
$10K – – –
CA
683
Continuum Advisory
Idaho
$9.53K -$3.57K -49 -27%
OIA
684
Optimum Investment Advisors
Illinois
$9.02K +$72 +1 +0.8%
HIA
685
Harbor Investment Advisory
Maryland
$7.6K – – –
PB
686
Pinnacle Bancorp
Nebraska
$7.32K +$7.32K +102 New
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$7.17K – – –
ABWM
688
Alpine Bank Wealth Management
Colorado
$7.03K +$7.03K +98 New
GSEP
689
Golden State Equity Partners
California
$5.95K -$778K -10,844 -99%
BWL
690
Bogart Wealth LLC
Virginia
$5.45K +$3.51K +49 +181%
KFI
691
Key Financial Inc
Pennsylvania
$4.59K – – –
SRCM
692
Signature Resources Capital Management
California
$4.28K +$71 +1 +2%
BSB
693
Bangor Savings Bank
Maine
$4.16K – – –
SS
694
Sunbelt Securities
Texas
$3.8K – – –
WTA
695
Washington Trust Advisors
Massachusetts
$3.23K +$3.23K +45 New
NRG
696
Nemes Rush Group
Michigan
$2.22K – – –
MHR
697
Matthew Hamilton Rosenberg
$2.15K -$1.58K -22 -42%
PGAM
698
Princeton Global Asset Management
New Jersey
$1.72K – – –
VF
699
VitalStone Financial
Texas
$1.58K – – –
CWC
700
Carolinas Wealth Consulting
North Carolina
$1.36K +$68 +1 +5%
26 27
28
29 30