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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 %
CCFM
151
Clear Creek Financial Management
Washington
$2.7M +$29.3K +408 +1%
PA
152
Parallel Advisors
California
$2.7M -$109K -1,521 -4%
JWBC
153
John W. Brooker & Co
California
$2.69M -$81.3K -1,134 -3%
SF
154
Schaeffer Financial
Maryland
$2.67M +$4.59K +64 +0.2%
OAS
155
Optivise Advisory Services
Tennessee
$2.67M +$1.96M +27,284 +276%
TA
156
TruWealth Advisors
Louisiana
$2.62M +$436K +6,073 +20%
FAIM
157
Financial Advocates Investment Management
Washington
$2.61M -$3.62M -48,762 -58%
HNWAG
158
High Net Worth Advisory Group
Florida
$2.56M -$50.1K -698 -2%
LOIM
159
Liberty One Investment Management
Illinois
$2.52M -$12.9K -180 -0.5%
IA
160
IFG Advisory
Georgia
$2.52M +$473K +6,593 +23%
PEA
161
Park Edge Advisors
Ohio
$2.4M +$1.8M +25,099 +299%
WCM
162
WealthBridge Capital Management
Ohio
$2.38M +$61.3K +855 +3%
EWA
163
EP Wealth Advisors
California
$2.38M +$9.11K +127 +0.4%
AP
164
Adero Partners
California
$2.37M -$87.4K -1,219 -4%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$2.34M -$26K -362 -1%
PAS
166
Park Avenue Securities
New York
$2.33M +$98.5K +1,374 +4%
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$2.32M +$64.5K +900 +3%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$2.26M -$6.81K -95 -0.3%
WWM
169
WT Wealth Management
Arizona
$2.24M -$101K -1,375 -4%
AWM
170
AE Wealth Management
Kansas
$2.24M -$40.5K -564 -2%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$2.24M -$19.9M -277,905 -90%
NRI
172
NFP Retirement Inc
California
$2.23M -$12.9K -180 -0.6%
WCM
173
Weaver Capital Management
Georgia
$2.22M -$16.1K -225 -0.7%
IRC
174
Investors Research Corp
Georgia
$2.22M -$2.01K -28 -0.1%
VCA
175
Verdence Capital Advisors
Maryland
$2.22M +$73.2K +1,020 +3%
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