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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 %
WTA
726
Washington Trust Advisors
Massachusetts
$3.15K – – –
Q1WB
727
Quest 10 Wealth Builders
Virginia
$2.24K +$2.24K +32 New
MHR
728
Matthew Hamilton Rosenberg
$2.1K – – –
PGAM
729
Princeton Global Asset Management
New Jersey
$1.68K – – –
CWC
730
Carolinas Wealth Consulting
North Carolina
$1.34K – – –
SAM
731
Synergy Asset Management
Washington
$1.29K +$1.29K +18 New
WTC
732
WhitTier Trust Company
Nevada
$1.12K – – –
BBPWM
733
Blue Bell Private Wealth Management
Pennsylvania
$1.05K – – –
TRCT
734
Tower Research Capital (TRC)
New York
$770 -$1.16M -16,545 -100%
AWM
735
Atticus Wealth Management
Florida
$560 – – –
NS
736
NBC Securities
Alabama
$430 -$431K -6,008 -100%
OLVIG
737
Oliver Lagore Vanvalin Investment Group
Michigan
$397 -$728 -11 -65%
SHF
738
Safe Harbor Fiduciary
Florida
$140 – – –
OWP
739
ORG Wealth Partners
Texas
$29 -$30 – –
SC
740
Sykon Capital
New York
– -$23.5M -327,623 Closed
TI
741
Tidal Investments
Wisconsin
– -$8.79M -122,559 Closed
AC
742
Avestar Capital
New York
– -$5.83M -81,263 Closed
Prudential Financial
743
Prudential Financial
New Jersey
– -$4.98M -69,384 Closed
BAM
744
Belpointe Asset Management
Nevada
– -$4.32M -60,223 Closed
ECA
745
Elevation Capital Advisory
Oregon
– -$3.65M -50,950 Closed
Squarepoint
746
Squarepoint
New York
– -$3.21M -44,706 Closed
LCM
747
Lunt Capital Management
Utah
– -$2.13M -29,729 Closed
LA
748
Latitude Advisors
Florida
– -$2.06M -28,705 Closed
WA
749
WESPAC Advisors
California
– -$1.88M -26,198 Closed
BCM
750
Beck Capital Management
Texas
– -$1.7M -23,647 Closed
28 29
30
31 32