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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 %
JGIA
76
Jackson Grant Investment Advisers
Connecticut
$7.48M +$5.46K +78 +0.1%
Truist Financial
77
Truist Financial
North Carolina
$7.44M +$180K +2,570 +2%
HIIFS
78
Harel Insurance Investments & Financial Services
Israel
$7.38M +$70K +1,000 +1%
OWM
79
Opes Wealth Management
California
$7.28M +$188K +2,683 +3%
LHWM
80
Lake Hills Wealth Management
Texas
$7.28M -$148K -2,108 -2%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$7.1M +$2.39M +34,188 +51%
HWM
82
HB Wealth Management
Georgia
$7.09M -$180K -2,565 -2%
AFTS
83
American Financial & Tax Strategies
New York
$6.79M -$69.2K -989 -1%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$6.63M -$5.66M -80,808 -46%
FPB
85
First PREMIER Bank
South Dakota
$6.38M -$79.8K -1,140 -1%
SFWC
86
Strategic Family Wealth Counselors
New Jersey
$6.24M -$14.6K -209 -0.2%
GWM
87
Geneos Wealth Management
Colorado
$6.21M +$447K +6,385 +8%
MML Investors Services
88
MML Investors Services
Massachusetts
$6.06M +$109K +1,561 +2%
EFS
89
Essex Financial Services
Connecticut
$6.03M -$93.6K -1,337 -2%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$5.96M -$218K -3,113 -4%
JWCA
91
J.W. Cole Advisors
Florida
$5.95M -$261K -3,735 -4%
AF
92
Allworth Financial
California
$5.76M +$4.12M +58,167 +251%
FGA
93
Fortis Group Advisors
New Jersey
$5.75M -$3.77M -53,896 -40%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$5.51M -$78.8K -1,125 -1%
CTWM
95
Cherry Tree Wealth Management
Minnesota
$5.46M -$373K -5,330 -6%
AP
96
Advisors Preferred
Maryland
$5.44M -$2.29M -32,822 -30%
CRC
97
Curi RMB Capital
Illinois
$5.42M – – –
Baird Financial Group
98
Baird Financial Group
Wisconsin
$5.11M -$700 -10 -0%
GT
99
Glenmede Trust
Pennsylvania
$5.1M – – –
UB
100
UMB Bank
Missouri
$5.01M -$60.3K -862 -1%
2 3
4
5 6