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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.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
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 %
NP
126
Nilsine Partners
Colorado
$3.88M -$2.02M -32,313 -34%
Cerity Partners
127
Cerity Partners
New York
$3.73M -$8.78M -140,118 -70%
KA
128
Klingman & Associates
New York
$3.72M -$188K -3,000 -5%
AFP
129
Ausdal Financial Partners
Iowa
$3.61M +$117K +1,860 +3%
GA
130
Geller Advisors
New York
$3.46M
CIAS
131
Capital Investment Advisory Services
North Carolina
$3.4M -$68.4K -1,091 -2%
AFG
132
Albion Financial Group
Utah
$3.32M +$3.32M +52,953 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$3.29M +$1.94M +31,031 +144%
JWCA
134
J.W. Cole Advisors
Florida
$3.26M -$56K -894 -2%
CAM
135
Creekmur Asset Management
Illinois
$3.14M +$3.14M +50,158 New
Citadel Advisors
136
Citadel Advisors
Florida
$3.12M -$7.5M -119,699 -71%
AWMS
137
Advocacy Wealth Management Services
Georgia
$3.11M -$89.2K -1,424 -3%
MIA
138
Milestone Investment Advisors
Wisconsin
$3.11M -$97.3K -1,553 -3%
JWWM
139
Johnson & White Wealth Management
Pennsylvania
$3.09M -$182K -2,898 -6%
OC
140
Oppenheimer & Co
New York
$3.07M +$277K +4,428 +10%
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
$3.06M -$420K -6,702 -12%
WWM
142
Western Wealth Management
Colorado
$3.06M +$80.8K +1,290 +3%
SWP
143
Stratos Wealth Partners
Ohio
$3.05M -$59.8K -955 -2%
FPW
144
Flagship Private Wealth
Massachusetts
$3.02M +$296K +4,731 +11%
TC
145
TAP Consulting
Missouri
$2.92M +$390K +6,222 +15%
PFA
146
Petra Financial Advisors
Colorado
$2.89M +$604K +9,635 +26%
FHA
147
First Horizon Advisors
Tennessee
$2.8M -$275K -4,388 -9%
ZIM
148
Zacks Investment Management
Illinois
$2.78M -$2.95K -47 -0.1%
NAM
149
NorthCrest Asset Manangement
Minnesota
$2.76M -$26.1K -416 -0.9%
GSC
150
G&S Capital
Colorado
$2.74M +$17.9K +286 +0.7%