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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 %
PWM
701
Peterson Wealth Management
Nevada
-$2.26M -36,145 Closed
RL
702
Retireful LLC
Michigan
-$603K -33,776 Closed
MCM
703
Manchester Capital Management
Vermont
-$2.01M -32,000 Closed
IC
704
IEQ Capital
California
-$1.66M -26,461 Closed
SAG
705
SageView Advisory Group
California
-$1.51M -23,791 Closed
AWA
706
Arete Wealth Advisors
Illinois
-$1.14M -18,165 Closed
AI
707
Atria Investments
North Carolina
-$1.03M -16,470 Closed
KA
708
Kovack Advisors
Florida
-$996K -15,894 Closed
KIG
709
Kowal Investment Group
Wisconsin
-$876K -13,986 Closed
AIA
710
Alera Investment Advisors
Illinois
-$746K -11,900 Closed
FDP
711
Financiere des Professionnels
Quebec, Canada
-$689K -11,000 Closed
SFS
712
Security Financial Services
Indiana
-$640K -10,219 Closed
GFL
713
Granite FO LLC
New Hampshire
-$493K -7,870 Closed
TFP
714
Traction Financial Partners
Wyoming
-$458K -7,316 Closed
OP
715
ORG Partners
Indiana
-$456K -7,272 Closed
SFA
716
Sequoia Financial Advisors
Ohio
-$441K -7,042 Closed
BAM
717
Belpointe Asset Management
Nevada
-$414K -6,615 Closed
TFA
718
Teamwork Financial Advisors
Texas
-$411K -6,567 Closed
WI
719
WBI Investments
New Jersey
-$377K -6,016 Closed
LMKC
720
L.M. Kohn & Company
Ohio
-$304K -4,844 Closed
GHA
721
GW Henssler & Associates
Georgia
-$303K -4,828 Closed
FGA
722
Fortis Group Advisors
New Jersey
-$294K -4,709 Closed
WDL
723
Well Done LLC
Michigan
-$295K -4,707 Closed
GM
724
GeoWealth Management
Illinois
-$289K -4,620 Closed
LSA
725
Lansing Street Advisors
Pennsylvania
-$285K -4,553 Closed