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Invesco S&P 500 Low Volatility ETF

724 hedge funds and large institutions have $6.07B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 153 increasing their positions, 330 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+37
Holders Change %
+5.39%
% of All Funds
10.61%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
101
Increased
153
Reduced
330
Closed
54
Calls
$4.59M
Puts
$547K
Net Calls
+$4.04M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RI
201
Ridgewood Investments
New Jersey
$1.86M -$116K -1,859 -6%
WIC
202
Woodmont Investment Counsel
Tennessee
$1.84M -$32.2K -514 -2%
TA
203
TruWealth Advisors
Louisiana
$1.83M -$2.87M -45,835 -61%
LWP
204
Laurel Wealth Planning
Minnesota
$1.77M -$180K -2,867 -9%
PPWM
205
Paragon Private Wealth Management
Kentucky
$1.77M +$572K +9,121 +48%
CG
206
Corundum Group
Colorado
$1.76M -$558K -8,910 -24%
DAM
207
Derbend Asset Management
Georgia
$1.74M +$408K +6,507 +31%
TC
208
Trilogy Capital
California
$1.74M +$737K +11,766 +74%
TFS
209
Thoroughbred Financial Services
Tennessee
$1.71M +$1.19K +19 +0.1%
HP
210
Holistic Planning
Texas
$1.67M +$1.67M +26,717 New
ASN
211
Advisory Services Network
Georgia
$1.67M -$37K -590 -2%
AF
212
Allworth Financial
California
$1.67M -$17.7K -283 -1%
PI
213
PFG Investments
New York
$1.66M -$916K -14,626 -36%
IC
214
IEQ Capital
California
$1.66M +$169K +2,694 +11%
TPW
215
Transatlantique Private Wealth
New York
$1.63M -$2.62M -41,740 -62%
TWM
216
Trinity Wealth Management
Pennsylvania
$1.63M -$3.2K -51 -0.2%
NWM
217
Northcape Wealth Management
New York
$1.63M -$99.9K -1,594 -6%
DI
218
DFPG Investments
Utah
$1.61M -$22.7K -360 -1%
MWM
219
MorganRosel Wealth Management
Colorado
$1.6M -$223K -3,560 -12%
DADC
220
D.A. Davidson & Co
Montana
$1.58M +$3.95K +63 +0.2%
IWC
221
Integrated Wealth Concepts
Massachusetts
$1.56M +$78.4K +1,251 +5%
GWWM
222
Great Waters Wealth Management
Minnesota
$1.56M -$216K -3,421 -12%
AA
223
Advisory Alpha
Michigan
$1.54M -$149K -2,381 -9%
SAG
224
SageView Advisory Group
California
$1.51M -$1.17M -18,355 -44%
AAS
225
Ameritas Advisory Services
Nebraska
$1.51M -$1.93M -30,678 -56%