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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 %
P
176
&Partners
Tennessee
$2.21M +$89.9K +1,253 +4%
LCM
177
Lunt Capital Management
Utah
$2.13M +$2.13M +29,729 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$2.12M +$694K +9,682 +49%
PCG
179
Prosperity Consulting Group
Maryland
$2.11M +$2.11M +29,362 New
RI
180
Ridgewood Investments
New Jersey
$2.06M -$83.4K -1,163 -4%
LA
181
Latitude Advisors
Florida
$2.06M +$2.06M +28,705 New
AWA
182
Acorn Wealth Advisors
Michigan
$2.05M -$3.73K -52 -0.2%
CAM
183
Cresset Asset Management
Illinois
$2.01M +$3.08K +43 +0.2%
WIC
184
Woodmont Investment Counsel
Tennessee
$2M -$73.3K -1,022 -4%
PPWM
185
Paragon Private Wealth Management
Kentucky
$1.99M +$11.6K +162 +0.6%
SWM
186
Silverlake Wealth Management
Vermont
$1.98M +$122K +1,696 +7%
XF
187
XML Financial
Maryland
$1.98M -$3.71M -51,705 -65%
FIA
188
Foundations Investment Advisors
Arizona
$1.96M +$1.96M +27,333 New
JIP
189
Jaffetilchin Investment Partners
Florida
$1.96M -$348K -4,847 -15%
TFS
190
Thoroughbred Financial Services
Tennessee
$1.93M -$113K -1,573 -6%
TWM
191
Trinity Wealth Management
Pennsylvania
$1.9M +$34.9K +487 +2%
NF
192
Nikulski Financial
Iowa
$1.89M -$71.4K -995 -4%
RWMG
193
Redwood Wealth Management Group
New Jersey
$1.89M -$176K -2,450 -9%
HH
194
Hilltop Holdings
Texas
$1.88M +$1.11M +15,466 +143%
WA
195
WESPAC Advisors
California
$1.88M +$1.88M +26,198 New
LWP
196
Laurel Wealth Planning
Minnesota
$1.86M -$17.6K -246 -0.9%
CW
197
CreativeOne Wealth
Kansas
$1.8M -$33.9K -472 -2%
CHAM
198
Clear Harbor Asset Management
Connecticut
$1.77M +$91.8K +1,280 +5%
MWM
199
MorganRosel Wealth Management
Colorado
$1.75M -$2.01K -28 -0.1%
ONST
200
Old North State Trust
North Carolina
$1.74M -$6.67K -93 -0.4%
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