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Invesco S&P 500 Low Volatility ETF

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$3.85M +$1.18M +17,957 +44%
KA
127
Klingman & Associates
New York
$3.85M -$65.9K -1,000 -2%
GA
128
Geller Advisors
New York
$3.64M
Corient Private Wealth
129
Corient Private Wealth
Florida
$3.53M -$4.3M -65,268 -55%
AFP
130
Ausdal Financial Partners
Iowa
$3.5M -$292K -4,430 -8%
MIA
131
Milestone Investment Advisors
Wisconsin
$3.24M -$25.3K -384 -0.8%
SWP
132
Stratos Wealth Partners
Ohio
$3.22M +$12.3K +186 +0.4%
BA
133
Birinyi Associates
Connecticut
$3.22M +$3.22M +48,858 New
SC
134
Scotia Capital
Ontario, Canada
$3.2M +$963K +14,627 +43%
PFA
135
Petra Financial Advisors
Colorado
$3.16M +$122K +1,856 +4%
CAM
136
Creekmur Asset Management
Illinois
$3.09M -$219K -3,322 -7%
TPI
137
Trust Point Inc
Wisconsin
$3.06M -$149M -2,260,136 -98%
SW
138
Signify Wealth
Missouri
$3.05M +$362K +5,491 +13%
JWWM
139
Johnson & White Wealth Management
Pennsylvania
$2.98M -$262K -3,983 -8%
OC
140
Oppenheimer & Co
New York
$2.95M -$276K -4,190 -9%
GSC
141
G&S Capital
Colorado
$2.94M +$64.2K +975 +2%
AAS
142
Ameritas Advisory Services
Nebraska
$2.86M +$1.32M +20,676 +86%
Millennium Management
143
Millennium Management
New York
$2.78M +$2.3M +34,919 +479%
ES
144
Eagle Strategies
New York
$2.77M +$2.77M +42,007 New
WA
145
Waverly Advisors
Alabama
$2.71M +$381K +5,787 +16%
WWM
146
Western Wealth Management
Colorado
$2.7M -$514K -7,798 -16%
FHA
147
First Horizon Advisors
Tennessee
$2.69M -$257K -3,899 -9%
SPWG
148
Syntegra Private Wealth Group
Missouri
$2.62M -$84.8K -1,288 -3%
PA
149
Parallel Advisors
California
$2.61M +$223K +3,382 +9%
WWA
150
WCG Wealth Advisors
Nevada
$2.6M +$162K +2,459 +7%