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Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.62%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$7.3M -$966K -15,414 -12%
CS
77
Credit Suisse
Switzerland
$7.18M +$6.86M +109,512 +2,190%
SKK
78
Shepherd Kaplan Krochuk
Massachusetts
$7.14M -$671K -10,716 -9%
CTWM
79
Cherry Tree Wealth Management
Minnesota
$7.1M -$400K -6,376 -5%
DWMS
80
Dominguez Wealth Management Solutions
Virginia
$7.06M -$135K -2,151 -2%
Creative Planning
81
Creative Planning
Kansas
$7.02M +$724K +11,558 +11%
HIIFS
82
Harel Insurance Investments & Financial Services
Israel
$7.01M +$250K +4,000 +4%
HWM
83
HB Wealth Management
Georgia
$6.92M -$72.4K -1,155 -1%
WMSA
84
Weiss Multi-Strategy Advisers
New York
$6.86M +$6.86M +109,500 New
BMCM
85
Burns Matteson Capital Management
New York
$6.73M -$450K -7,186 -6%
GWM
86
Geneos Wealth Management
Colorado
$6.7M -$436K -6,954 -6%
HP
87
Hyperion Partners
Pennsylvania
$6.67M +$2.57K +41 +0%
SI
88
Stephens Inc
Arkansas
$6.64M -$3.04M -48,517 -31%
EFG
89
Ethos Financial Group
Pennsylvania
$6.61M +$6.61M +105,509 New
Truist Financial
90
Truist Financial
North Carolina
$6.51M -$785K -12,521 -11%
WC
91
Waterloo Capital
Texas
$6.5M +$3.91M +62,432 +151%
AFTS
92
American Financial & Tax Strategies
New York
$6.45M +$6.45M +103,016 New
Wellington Management Group
93
Wellington Management Group
Massachusetts
$6.38M +$6.38M +101,817 New
AP
94
Advisors Preferred
Maryland
$6.33M +$4.93M +77,923 +350%
FPB
95
First PREMIER Bank
South Dakota
$6.31M -$592K -9,443 -9%
VWM
96
Vigilare Wealth Management
Arizona
$6.08M +$4.96M +79,107 +443%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$5.89M -$110K -1,755 -2%
EFS
98
Essex Financial Services
Connecticut
$5.85M -$7.27K -116 -0.1%
SFWC
99
Strategic Family Wealth Counselors
New Jersey
$5.8M +$51.6K +824 +0.9%
JGIA
100
Jackson Grant Investment Advisers
Connecticut
$5.8M +$6.77K +108 +0.1%