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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 %
GAA
151
Global Assets Advisory
Florida
$2.49M -$203K -2,908 -8%
LOIM
152
Liberty One Investment Management
Illinois
$2.49M +$29.1K +415 +1%
HNWAG
153
High Net Worth Advisory Group
Florida
$2.49M -$9.45K -135 -0.4%
PAS
154
Park Avenue Securities
New York
$2.46M +$186K +2,663 +8%
IA
155
IFG Advisory
Georgia
$2.39M -$65.9K -942 -3%
AC
156
Avant Capital
Louisiana
$2.39M +$2.39M +34,144 New
PCG
157
Prosperity Consulting Group
Maryland
$2.37M +$316K +4,509 +15%
GRP
158
Global Retirement Partners
California
$2.32M +$1.31M +18,783 +130%
AP
159
Adero Partners
California
$2.31M -$5.25K -75 -0.2%
EWA
160
EP Wealth Advisors
California
$2.31M -$10.3K -147 -0.4%
WCM
161
WealthBridge Capital Management
Ohio
$2.31M -$14.6K -209 -0.6%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$2.29M +$12.5K +178 +0.5%
WCM
163
Weaver Capital Management
Georgia
$2.28M +$110K +1,570 +5%
FIA
164
Foundations Investment Advisors
Arizona
$2.27M +$360K +5,144 +19%
AWM
165
AE Wealth Management
Kansas
$2.27M +$79.8K +1,140 +4%
PA
166
Parallel Advisors
California
$2.23M -$404K -5,769 -15%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$2.23M +$22.5K +322 +1%
IRC
168
Investors Research Corp
Georgia
$2.15M -$10.7K -153 -0.5%
NRI
169
NFP Retirement Inc
California
$2.13M -$43.8K -625 -2%
Daiwa Securities Group
170
Daiwa Securities Group
Japan
$2.13M -$139K -1,990 -6%
WWM
171
WT Wealth Management
Arizona
$2.12M -$24.7K -353 -1%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$2.12M +$928K +13,261 +78%
VCA
173
Verdence Capital Advisors
Maryland
$2.12M -$42.7K -610 -2%
P
174
&Partners
Tennessee
$2.12M -$36.7K -525 -2%
FAIM
175
Financial Advocates Investment Management
Washington
$2.1M -$366K -5,223 -15%
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