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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.72B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 242 reducing their positions, and 36 closing their positions.

Holders
706
Holders Change
+27
Holders Change %
+3.98%
% of All Funds
10.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
73
Increased
232
Reduced
242
Closed
36
Calls
$1.77M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$615M
2
Citigroup
2
Citigroup
New York
$32.2M
3
LPL Financial
3
LPL Financial
California
$211M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$589M
2
HNB
2
Huntington National Bank
Ohio
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.06M
4
LLWM
4
Life Line Wealth Management
California
$472K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$8.02M +$45.9K +640 +0.6%
AP
77
Advisors Preferred
Maryland
$7.96M -$910K -12,683 -10%
JGIA
78
Jackson Grant Investment Advisers
Connecticut
$7.66M +$37.4K +522 +0.5%
LHWM
79
Lake Hills Wealth Management
Texas
$7.61M -$347K -4,834 -4%
WC
80
Waterloo Capital
Texas
$7.54M +$5.62M +78,403 +294%
HIIFS
81
Harel Insurance Investments & Financial Services
Israel
$7.49M +$7M +97,590 +1,432%
HWM
82
HB Wealth Management
Georgia
$7.45M -$53.6K -747 -0.7%
Truist Financial
83
Truist Financial
North Carolina
$7.44M +$366K +5,099 +5%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.33M +$6.97M +97,147 +1,902%
OWM
85
Opes Wealth Management
California
$7.27M -$6.46K -90 -0.1%
AFTS
86
American Financial & Tax Strategies
New York
$7.03M -$140K -1,950 -2%
FPB
87
First PREMIER Bank
South Dakota
$6.62M -$170K -2,364 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$6.6M +$5.55M +77,403 +530%
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$6.41M -$151K -2,101 -2%
JWCA
90
J.W. Cole Advisors
Florida
$6.37M -$38.5K -537 -0.6%
EFS
91
Essex Financial Services
Connecticut
$6.34M -$384K -5,294 -6%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$6.33M -$151K -2,099 -2%
MML Investors Services
93
MML Investors Services
Massachusetts
$6.1M +$60K +837 +1%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$5.98M -$1.25M -17,394 -17%
GWM
95
Geneos Wealth Management
Colorado
$5.91M +$192K +2,673 +3%
AC
96
Avestar Capital
New York
$5.83M -$485K -6,761 -8%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$5.72M -$286K -3,987 -5%
CRC
98
Curi RMB Capital
Illinois
$5.56M – – –
TF
99
Trek Financial
Arizona
$5.48M +$2.76M +38,420 +101%
SI
100
Stephens Inc
Arkansas
$5.33M -$174K -2,428 -3%
2 3
4
5 6