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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$615M
2
Citigroup
Citigroup
New York
$32.2M
3
LPL Financial
LPL Financial
California
$211M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
5
CCMG
Clark Capital Management Group
Pennsylvania
$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$589M
2
HNB
Huntington National Bank
Ohio
$0
3
Goldman Sachs
Goldman Sachs
New York
$1.06M
4
LLWM
Life Line Wealth Management
California
$472K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Sanctuary Advisors
Indiana
$3.88M +$638K +8,623 +20%
AFP
127
Ausdal Financial Partners
Iowa
$3.7M +$15.6K +218 +0.4%
ECA
128
Elevation Capital Advisory
Oregon
$3.65M +$3.65M +50,950 New
GSC
129
G&S Capital
Colorado
$3.62M +$503K +7,012 +16%
SC
130
Scotia Capital
Ontario, Canada
$3.57M +$164K +2,283 +5%
WA
131
Waverly Advisors
Alabama
$3.54M -$545K -7,595 -13%
WOSD
132
WFA of San Diego
California
$3.48M -$92.8K -1,294 -3%
BA
133
Birinyi Associates
Connecticut
$3.47M +$143 +2 +0%
MIA
134
Milestone Investment Advisors
Wisconsin
$3.46M -$11.1K -155 -0.3%
SWP
135
Stratos Wealth Partners
Ohio
$3.38M +$122K +1,697 +4%
WWM
136
Western Wealth Management
Colorado
$3.35M +$384K +5,358 +13%
CAM
137
Creekmur Asset Management
Illinois
$3.29M +$12.7K +177 +0.4%
NCM
138
Northwest Capital Management
Oregon
$3.25M -$73.6K -1,026 -2%
JWWM
139
Johnson & White Wealth Management
Pennsylvania
$3.23M -$430 -6 -0%
Squarepoint
140
Squarepoint
New York
$3.21M -$5.3M -73,938 -62%
MOS
141
MGO One Seven
Ohio
$2.98M +$38.4K +536 +1%
FHA
142
First Horizon Advisors
Tennessee
$2.95M +$40.5K +564 +1%
SWMG
143
Sard Wealth Management Group
Georgia
$2.9M -$29.7K -414 -1%
WWA
144
WCG Wealth Advisors
Nevada
$2.9M -$24.5K -341 -0.8%
Cerity Partners
145
Cerity Partners
New York
$2.85M -$731K -10,187 -20%
OC
146
Oppenheimer & Co
New York
$2.83M -$168K -2,338 -6%
CG
147
Corundum Group
Colorado
$2.8M -$1.56M -21,790 -36%
GAA
148
Global Assets Advisory
Florida
$2.78M +$2.78M +38,662 New
SPWG
149
Syntegra Private Wealth Group
Missouri
$2.76M -$79.8K -1,112 -3%
TWM
150
Tradition Wealth Management
Minnesota
$2.75M -$193K -2,691 -7%
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