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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.88%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$304M
2
LLWM
Life Line Wealth Management
California
$24.6M
3
Goldman Sachs
Goldman Sachs
New York
$27M
4
GS
GTS Securities
New York
$19.7M
5
FF
Fluent Financial
Texas
$8.35M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.4M
4
Bank of America
Bank of America
North Carolina
$476M
5
GAA
Global Assets Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWWM
126
Johnson & White Wealth Management
Pennsylvania
$2.92M -$16.5K -254 -0.6%
AAS
127
Ameritas Advisory Services
Nebraska
$2.92M +$25.1K +387 +0.9%
GSC
128
G&S Capital
Colorado
$2.87M -$83.7K -1,264 -3%
QC
129
Quadrature Capital
United Kingdom
$2.84M +$2.84M +43,735 New
SA
130
Sanctuary Advisors
Indiana
$2.8M +$2.8M +43,795 New
OC
131
Oppenheimer & Co
New York
$2.72M -$192K -2,963 -7%
WWM
132
Western Wealth Management
Colorado
$2.68M +$20.3K +313 +0.8%
MOS
133
MGO One Seven
Ohio
$2.67M +$188K +2,898 +8%
TWM
134
Tradition Wealth Management
Minnesota
$2.66M +$303K +4,661 +13%
SWMG
135
Sard Wealth Management Group
Georgia
$2.66M -$2.38M -36,670 -47%
WWA
136
WCG Wealth Advisors
Nevada
$2.65M +$93.5K +1,439 +4%
FHA
137
First Horizon Advisors
Tennessee
$2.63M -$17.5K -270 -0.7%
SPWG
138
Syntegra Private Wealth Group
Missouri
$2.57M -$4.48K -69 -0.2%
PA
139
Parallel Advisors
California
$2.54M -$29.2K -449 -1%
JWBC
140
John W. Brooker & Co
California
$2.51M -$44.3K -682 -2%
TF
141
Trek Financial
Arizona
$2.46M -$86.4K -1,330 -3%
CCFM
142
Clear Creek Financial Management
Washington
$2.42M +$237K +3,648 +11%
SF
143
Schaeffer Financial
Maryland
$2.41M +$4.61K +71 +0.2%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$2.41M +$2.03M +31,331 +539%
HNWAG
145
High Net Worth Advisory Group
Florida
$2.36M -$64.8K -998 -3%
LOIM
146
Liberty One Investment Management
Illinois
$2.29M -$1.04K -16 -0%
AP
147
Adero Partners
California
$2.23M -$93.5K -1,440 -4%
PA
148
PFG Advisors
Arizona
$2.16M -$90.7K -1,397 -4%
EWA
149
EP Wealth Advisors
California
$2.15M +$15.5K +238 +0.7%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$2.14M -$32.2K -496 -1%
4 5
6
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