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Invesco S&P 500 Low Volatility ETF

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
9.87%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TP
201
Tranquility Partners
Tennessee
$1.43M -$76.4K -1,177 -5%
FCAS
202
First Command Advisory Services
Texas
$1.42M -$136K -2,090 -9%
LIWM
203
Long Island Wealth Management
New York
$1.42M +$6.89K +106 +0.5%
TWP
204
Tempus Wealth Planning
California
$1.38M -$47.2K -726 -3%
VWA
205
Visionary Wealth Advisors
Illinois
$1.38M -$1.88K -29 -0.1%
RJT
206
Raymond James Trust
Florida
$1.35M +$43.6K +671 +3%
JIC
207
Johnson Investment Counsel
Ohio
$1.35M -$75.3K -1,160 -5%
BFM
208
Boston Financial Management
Massachusetts
$1.34M
Millennium Management
209
Millennium Management
New York
$1.3M -$1.44M -22,176 -53%
SAG
210
SageView Advisory Group
California
$1.29M +$1.29M +19,880 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.29M -$96.6K -1,488 -7%
IWC
212
Integrated Wealth Concepts
Massachusetts
$1.29M +$31.7K +488 +3%
SSWM
213
Smith Salley Wealth Management
North Carolina
$1.26M +$269K +4,136 +27%
IWM
214
IHT Wealth Management
Illinois
$1.26M -$163K -2,502 -11%
SPI
215
Santori & Peters Inc
Pennsylvania
$1.25M +$3.51K +54 +0.3%
EWM
216
Empirical Wealth Management
Washington
$1.24M +$48K +739 +4%
MWM
217
MGB Wealth Management
Texas
$1.23M -$53.1K -801 -4%
HA
218
Harfst & Associates
Wyoming
$1.23M -$25.3K -390 -2%
SHFA
219
SC&H Financial Advisors
Maryland
$1.21M -$101K -1,557 -8%
BPA
220
Beacon Pointe Advisors
California
$1.21M -$70.3K -1,082 -6%
WANY
221
Wealthspire Advisors (New York)
New York
$1.2M -$556K -8,560 -32%
MFG
222
Midwest Financial Group
Kansas
$1.19M -$13.9K -214 -1%
CIA
223
Concurrent Investment Advisors
Florida
$1.19M +$129K +1,985 +12%
WCM
224
Winthrop Capital Management
Indiana
$1.18M -$34K -524 -3%
TWM
225
Trueblood Wealth Management
Ohio
$1.18M -$22.6K -348 -2%