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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 %
LMKC
751
L.M. Kohn & Company
Ohio
– -$1.52M -21,199 Closed
KAM
752
Kensington Asset Management
Texas
– -$1.28M -18,000 Closed
SG Americas Securities
753
SG Americas Securities
New York
– -$1.19M -16,561 Closed
ARC
754
Advisor Resource Council
Texas
– -$833K -11,614 Closed
EGM
755
Engineers Gate Manager
New York
– -$703K -9,807 Closed
CAM
756
Covenant Asset Management
New Jersey
– -$651K -9,082 Closed
DAM
757
Deltec Asset Management
New York
– -$574K -8,000 Closed
QT
758
Quantbot Technologies
New York
– -$570K -7,944 Closed
GFG
759
Goldstone Financial Group
Illinois
– -$568K -7,919 Closed
CFMC
760
Curbstone Financial Management Corp
New Hampshire
– -$400K -5,580 Closed
MWM
761
Mission Wealth Management
California
– -$371K -5,166 Closed
ES
762
ETF Store
Kansas
– -$349K -4,861 Closed
Optiver Holding
763
Optiver Holding
Netherlands
– -$344K -4,798 Closed
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
– -$330K -4,605 Closed
LA
765
Lane & Associates
New Jersey
– -$290K -4,049 Closed
EC
766
Estate Counselors
Wisconsin
– -$280K -3,900 Closed
MPW
767
MGO Private Wealth
California
– -$262K -3,653 Closed
SW
768
Simplicity Wealth
New Jersey
– -$258K -3,600 Closed
Tudor Investment Corp
769
Tudor Investment Corp
Connecticut
– -$248K -3,459 Closed
DFA
770
Davies Financial Advisors
California
– -$247K -3,449 Closed
FEM
771
Fulcrum Equity Management
Texas
– -$247K -3,437 Closed
JF
772
Joule Financial
Kentucky
– -$244K -3,404 Closed
G
773
GenTrust
Florida
– -$233K -3,250 Closed
IDA
774
Intelligence Driven Advisers
California
– -$225K -3,131 Closed
MCWS
775
McKinley Carter Wealth Services
West Virginia
– -$220K -3,064 Closed
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