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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 %
JWBC
151
John W. Brooker & Co
California
$2.59M -$75.4K -1,145 -3%
TF
152
Trek Financial
Arizona
$2.59M +$2.59M +39,280 New
CG
153
Corundum Group
Colorado
$2.56M +$711K +10,787 +38%
HIS
154
Harvest Investment Services
Illinois
$2.55M -$5.67K -86 -0.2%
WWM
155
WT Wealth Management
Arizona
$2.55M -$35.6K -541 -1%
MOS
156
MGO One Seven
Ohio
$2.51M +$192K +2,922 +8%
HNWAG
157
High Net Worth Advisory Group
Florida
$2.46M +$132K +2,002 +6%
AWA
158
Acorn Wealth Advisors
Michigan
$2.45M +$86.4K +1,311 +4%
SF
159
Schaeffer Financial
Maryland
$2.44M -$14.8K -224 -0.6%
BRWA
160
B. Riley Wealth Advisors
Florida
$2.43M +$182K +3,100 +8%
FTUS
161
Flow Traders U.S.
New York
$2.41M +$2.41M +36,634 New
TWM
162
Tradition Wealth Management
Minnesota
$2.39M +$13.7K +208 +0.6%
LNC
163
Lincoln National Corp
Pennsylvania
$2.37M -$41.8K -634 -2%
AP
164
Adero Partners
California
$2.36M -$188K -2,847 -7%
LOIM
165
Liberty One Investment Management
Illinois
$2.33M -$61.8K -938 -3%
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$2.33M +$3.29K +50 +0.1%
PA
167
PFG Advisors
Arizona
$2.28M -$92.9K -1,410 -4%
TC
168
TAP Consulting
Missouri
$2.26M -$809K -12,278 -26%
WCM
169
WealthBridge Capital Management
Ohio
$2.25M -$28.9K -438 -1%
CCFM
170
Clear Creek Financial Management
Washington
$2.22M +$1.65M +24,988 +289%
SSWM
171
Sheets Smith Wealth Management
North Carolina
$2.2M -$19.7K -299 -0.9%
EWA
172
EP Wealth Advisors
California
$2.16M -$89.9K -1,365 -4%
NRI
173
NFP Retirement Inc
California
$2.13M +$63.2K +960 +3%
JIP
174
Jaffetilchin Investment Partners
Florida
$2.11M -$165K -2,500 -7%
WCM
175
Weaver Capital Management
Georgia
$2.08M -$12.5K -189 -0.6%