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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 %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$12.1M +$12.1M +173,438 New
HSBC Holdings
52
HSBC Holdings
United Kingdom
$11.9M -$5.84M -83,612 -33%
JWA
53
JFS Wealth Advisors
Pennsylvania
$11.7M -$183K -2,612 -2%
IAA
54
Independent Advisor Alliance
North Carolina
$11.6M +$11.6M +165,908 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$1.2M -17,190 -9%
PMAM
56
Picton Mahoney Asset Management
Ontario, Canada
$11.4M +$254K +3,626 +2%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$2.42M +34,641 +27%
AWS
58
Atria Wealth Solutions
New York
$10.9M -$1.71M -24,461 -14%
GM
59
GeoWealth Management
Illinois
$10.7M -$3.14M -44,826 -23%
BIA
60
Bell Investment Advisors
California
$10.7M -$97.6K -1,394 -0.9%
BBP
61
Banco BTG Pactual
Brazil
$10.1M -$836K -11,995 -8%
HighTower Advisors
62
HighTower Advisors
Illinois
$10.1M -$669K -9,552 -6%
SFS
63
Sowell Financial Services
Arkansas
$10M +$164K +2,344 +2%
NP
64
Nilsine Partners
Colorado
$9.59M +$766K +10,936 +9%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$9.53M +$7.34M +104,878 +335%
ORC
66
O'Rourke & Company
Massachusetts
$9.47M -$193K -2,756 -2%
MCM
67
MAI Capital Management
Ohio
$9.14M +$8.2M +117,163 +870%
Citadel Advisors
68
Citadel Advisors
Florida
$9.05M +$2.61M +37,261 +41%
DWMS
69
Dominguez Wealth Management Solutions
Virginia
$8.56M +$102K +1,453 +1%
FF
70
Fluent Financial
Texas
$8.27M -$512K -7,321 -6%
Corient Private Wealth
71
Corient Private Wealth
Florida
$8.12M -$213K -3,049 -3%
Mariner
72
Mariner
Kansas
$8.09M -$132K -1,890 -2%
EFG
73
Ethos Financial Group
Pennsylvania
$8.05M +$51.9K +741 +0.6%
Creative Planning
74
Creative Planning
Kansas
$7.8M -$24.6K -351 -0.3%
WC
75
Waterloo Capital
Texas
$7.8M +$441K +6,306 +6%
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