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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
676
O'Shaughnessy Asset Management
Connecticut
$32.1K +$210 +3 +0.7%
WSFS
677
Wilmington Savings Fund Society
Delaware
$31.5K -$43.8K -625 -58%
HWA
678
HHM Wealth Advisors
Tennessee
$31.1K – – –
LFG
679
Larson Financial Group
Missouri
$30.6K +$140 +2 +0.5%
FWA
680
Flagship Wealth Advisors
Massachusetts
$28.7K +$28.7K +410 New
AIP
681
Ameritas Investment Partners
Nebraska
$28.4K – – –
BC
682
Barrett & Company
Rhode Island
$28K – – –
CPG
683
Cornerstone Planning Group
New Jersey
$27.3K +$27.3K +378 New
TCM
684
TruNorth Capital Management
Michigan
$25.7K – – –
BBHC
685
Brown Brothers Harriman & Co
New York
$24.6K – – –
AWM
686
Avior Wealth Management
Nebraska
$24.5K -$4.1K -75 -14%
IWP
687
IAG Wealth Partners
Wisconsin
$24.5K -$15.4K -220 -39%
NFSG
688
Newbridge Financial Services Group
Florida
$23.1K +$23.1K +329 New
OAJ
689
Ogorek Anthony Joseph
New York
$22K +$136 +2 +0.6%
GK
690
Graney & King
New York
$20.3K +$20.3K +290 New
WIM
691
Westside Investment Management
California
$19.5K – – –
PB
692
Pinnacle Bancorp
Nebraska
$18.8K +$11.6K +166 +163%
CTA
693
Colonial Trust Advisors
South Carolina
$16.9K – – –
CFS
694
Compass Financial Services
Iowa
$16.7K +$16.7K +239 New
MTIC
695
Missouri Trust & Investment Company
Missouri
$16.7K – – –
TCM
696
Tradewinds Capital Management
Washington
$16.5K +$16.5K +235 New
SMFG
697
Sumitomo Mitsui Financial Group
Japan
$16K – – –
CPL
698
Capital & Planning LLC
Georgia
$15.2K +$15.2K +217 New
BWM
699
Bernard Wealth Management
Michigan
$14.7K +$14.7K +210 New
1L
700
10Elms LLP
Oklahoma
$14.6K +$14.6K +209 New
26 27
28
29 30