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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 %
IAN
101
Integrated Advisors Network
Texas
$5.25M -$544K -7,589 -9%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$5.24M -$123K -1,719 -2%
GT
103
Glenmede Trust
Pennsylvania
$5.23M – – –
UB
104
UMB Bank
Missouri
$5.19M -$618K -8,610 -11%
Prudential Financial
105
Prudential Financial
New Jersey
$4.98M +$2.76M +38,519 +125%
SIA
106
Sovereign Investment Advisors
Arizona
$4.9M -$675K -9,417 -12%
PCFFS
107
Pacific Center for Financial Services
California
$4.83M -$22.1K -308 -0.5%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$4.81M +$2.15M +30,101 +81%
BEI
109
Benjamin Edwards Inc
Missouri
$4.76M +$4.76M +66,312 New
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$4.7M +$4.7M +55,301 New
BMCM
111
Burns Matteson Capital Management
New York
$4.6M -$559K -7,795 -11%
PFA
112
Petra Financial Advisors
Colorado
$4.53M +$843K +11,757 +23%
PI
113
PFG Investments
New York
$4.48M +$143K +1,997 +3%
CAM
114
Cozad Asset Management
Illinois
$4.45M -$89.2K -1,244 -2%
BAM
115
Belpointe Asset Management
Nevada
$4.32M +$4.32M +60,223 New
KA
116
Klingman & Associates
New York
$4.19M – – –
SPIA
117
Steward Partners Investment Advisory
New York
$4.16M -$9.18K -128 -0.2%
PS
118
Principal Securities
Iowa
$4.11M +$3.79M +52,880 +1,198%
TFA
119
Transamerica Financial Advisors
Florida
$4.09M -$3.14M -43,707 -43%
PWMG
120
Pinnacle Wealth Management Group
Michigan
$4.06M +$4.06M +56,564 New
SW
121
Signify Wealth
Missouri
$4M +$580K +8,079 +17%
GA
122
Geller Advisors
New York
$3.96M – – –
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.95M +$3.95M +55,018 New
FFN
124
Focus Financial Network
Minnesota
$3.94M -$183K -2,551 -4%
EIP
125
Ellis Investment Partners
Pennsylvania
$3.89M -$50.4K -703 -1%
3 4
5
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