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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.88%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$304M
2
LLWM
2
Life Line Wealth Management
California
$24.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$27M
4
GS
4
GTS Securities
New York
$19.7M
5
FF
5
Fluent Financial
Texas
$8.35M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$605M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$476M
5
GAA
5
Global Assets Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
Transamerica Financial Advisors
Florida
$6.54M 100,695 – –
AFTS
77
American Financial & Tax Strategies
New York
$6.49M 99,945 -1,243 -1%
Truist Financial
78
Truist Financial
North Carolina
$6.41M 98,636 -45 -0%
EFS
79
Essex Financial Services
Connecticut
$6.3M 92,819 +2,776 +3%
FPB
80
First PREMIER Bank
South Dakota
$6.15M 94,613 -2,970 -3%
SFWC
81
Strategic Family Wealth Counselors
New Jersey
$5.94M 91,490 -848 -0.9%
CIAS
82
Capital Investment Advisory Services
North Carolina
$5.9M 90,825 +31,243 +52%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5.9M 90,793 -18,494 -17%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$5.87M 90,338 -2,125 -2%
JWCA
85
J.W. Cole Advisors
Florida
$5.8M 89,317 +1,925 +2%
AC
86
Avestar Capital
New York
$5.72M 88,024 +2,270 +3%
MML Investors Services
87
MML Investors Services
Massachusetts
$5.47M 84,210 -6,545 -7%
FAIM
88
Financial Advocates Investment Management
Washington
$5.45M 83,937 +2,346 +3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$5.44M 83,780 -2,255 -3%
SC
90
Sykon Capital
New York
$5.34M 82,272 -90,110 -52%
UB
91
UMB Bank
Missouri
$5.26M 81,012 -3,672 -4%
IAN
92
Integrated Advisors Network
Texas
$5.24M 80,745 -747 -0.9%
GWM
93
Geneos Wealth Management
Colorado
$5.18M 79,724 +1,583 +2%
XF
94
XML Financial
Maryland
$5.15M 79,246 +3,106 +4%
CRC
95
Curi RMB Capital
Illinois
$5.03M 77,450 -152 -0.2%
SI
96
Stephens Inc
Arkansas
$4.98M 76,715 -77 -0.1%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$4.96M 76,354 +837 +1%
SIA
98
Sovereign Investment Advisors
Arizona
$4.87M 77,764 -272 -0.3%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$4.85M 74,725 +3,649 +5%
GT
100
Glenmede Trust
Pennsylvania
$4.73M 72,880 +71,259 +4,396%
2 3
4
5 6