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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

679 hedge funds and large institutions have $4.16B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 183 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
9.88%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
49
Increased
183
Reduced
291
Closed
45
Calls
$1.16M
Puts
$494K
Net Calls
+$662K
Net Calls Change
-$2.15M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$304M
2
LLWM
Life Line Wealth Management
California
$24.6M
3
Goldman Sachs
Goldman Sachs
New York
$27M
4
GS
GTS Securities
New York
$19.7M
5
FF
Fluent Financial
Texas
$8.35M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$0
2
Morgan Stanley
Morgan Stanley
New York
$605M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.4M
4
Bank of America
Bank of America
North Carolina
$476M
5
GAA
Global Assets Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
176
Nikulski Financial
Iowa
$1.78M -$137K -2,117 -7%
WC
177
Waterloo Capital
Texas
$1.73M -$9.15M -140,805 -84%
LWP
178
Laurel Wealth Planning
Minnesota
$1.7M -$16.6K -255 -1%
ST
179
Spinnaker Trust
Maine
$1.7M -$7.05M -108,543 -81%
TWM
180
Trinity Wealth Management
Pennsylvania
$1.69M -$12.3K -190 -0.7%
SWM
181
Silverlake Wealth Management
Vermont
$1.68M +$1.68M +25,851 New
AF
182
Allworth Financial
California
$1.67M -$57.1K -857 -3%
CW
183
CreativeOne Wealth
Kansas
$1.66M +$89.1K +1,371 +6%
MWM
184
MorganRosel Wealth Management
Colorado
$1.58M -$54.7K -842 -3%
ONST
185
Old North State Trust
North Carolina
$1.58M – – –
FTS
186
Fifth Third Securities
Ohio
$1.57M +$21.8K +336 +1%
AA
187
Advisory Alpha
Michigan
$1.55M -$22.5K -347 -1%
GWWM
188
Great Waters Wealth Management
Minnesota
$1.55M -$52.9K -814 -3%
DADC
189
D.A. Davidson & Co
Montana
$1.54M +$37.8K +582 +3%
HP
190
Holistic Planning
Texas
$1.54M -$37.7K -573 -2%
ATPW
191
Ashton Thomas Private Wealth
Arizona
$1.53M +$33.4K +515 +2%
NWM
192
Northcape Wealth Management
New York
$1.53M -$74.4K -1,145 -5%
AWA
193
Amplius Wealth Advisors
Pennsylvania
$1.53M -$116K -1,780 -7%
CHAM
194
Clear Harbor Asset Management
Connecticut
$1.52M +$53.1K +817 +4%
PWM
195
Perigon Wealth Management
California
$1.52M +$3.64K +56 +0.2%
TPW
196
Transatlantique Private Wealth
New York
$1.49M +$70.9K +1,091 +5%
ASN
197
Advisory Services Network
Georgia
$1.49M -$111K -1,709 -7%
William Blair & Company
198
William Blair & Company
Illinois
$1.47M +$60.8K +936 +4%
Comerica Bank
199
Comerica Bank
Texas
$1.47M -$34.8K -536 -2%
SW
200
SteelPeak Wealth
California
$1.45M +$34.2K +527 +2%
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