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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$121M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$62M
3
PAG
3
Private Advisor Group
New Jersey
$47.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$91.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$15.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$3.41M +$113K +1,617 +3%
PEA
127
Park Edge Advisors
Ohio
$3.39M +$1.04M +14,921 +45%
BA
128
Birinyi Associates
Connecticut
$3.36M -$27.8K -397 -0.8%
MIA
129
Milestone Investment Advisors
Wisconsin
$3.3M -$78.5K -1,121 -2%
CAM
130
Creekmur Asset Management
Illinois
$3.22M +$11.7K +167 +0.4%
JWWM
131
Johnson & White Wealth Management
Pennsylvania
$3.21M +$70.3K +1,009 +2%
WA
132
Waverly Advisors
Alabama
$3.05M -$413K -5,895 -12%
EP
133
Essential Planning
New Hampshire
$2.94M +$2.94M +40,690 New
NCM
134
Northwest Capital Management
Oregon
$2.93M -$240K -3,435 -8%
CCFM
135
Clear Creek Financial Management
Washington
$2.92M +$283K +4,037 +11%
MOS
136
MGO One Seven
Ohio
$2.91M -$210 -3 -0%
FHA
137
First Horizon Advisors
Tennessee
$2.88M – – –
SWMG
138
Sard Wealth Management Group
Georgia
$2.87M +$40.4K +577 +1%
OC
139
Oppenheimer & Co
New York
$2.85M +$85.4K +1,220 +3%
GS
140
GTS Securities
New York
$2.82M -$9.78M -139,715 -78%
WWM
141
Western Wealth Management
Colorado
$2.8M -$464K -6,626 -14%
Capstone Investment Advisors
142
Capstone Investment Advisors
New York
$2.8M +$2.8M +40,002 New
WWA
143
WCG Wealth Advisors
Nevada
$2.76M -$71.3K -1,019 -3%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$2.73M +$2.73M +39,038 New
Cerity Partners
145
Cerity Partners
New York
$2.7M -$90.8K -1,297 -3%
TA
146
TruWealth Advisors
Louisiana
$2.64M +$85.3K +1,219 +3%
JWBC
147
John W. Brooker & Co
California
$2.62M -$8.05K -115 -0.3%
SPWG
148
Syntegra Private Wealth Group
Missouri
$2.61M -$84.6K -1,209 -3%
TWM
149
Tradition Wealth Management
Minnesota
$2.6M -$80.6K -1,152 -3%
SF
150
Schaeffer Financial
Maryland
$2.56M -$43.8K -625 -2%
4 5
6
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