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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

685 hedge funds and large institutions have $5.04B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 313 reducing their positions, and 72 closing their positions.

Holders
685
Holders Change
-39
Holders Change %
-5.39%
% of All Funds
9.93%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.33%
New
46
Increased
193
Reduced
313
Closed
72
Calls
$3.92M
Puts
$1.11M
Net Calls
+$2.81M
Net Calls Change
-$1.23M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$528M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$206M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$38.1M
4
GAA
4
Global Assets Advisory
Florida
$38.2M
5
DWM
5
Dynasty Wealth Management
Florida
$33.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$840M
2
Invesco
2
Invesco
Georgia
$110M
3
BL
3
Balentine LLC
Georgia
$350K
4
TPI
4
Trust Point Inc
Wisconsin
$3.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$24.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$840M 12,744,933 -8,125,625 -39%
Bank of America
2
Bank of America
North Carolina
$528M 8,012,336 +2,425,851 +43%
DCC
3
Dow Chemical Company
Michigan
$263M 3,998,479 – –
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$206M 3,117,979 +1,164,836 +60%
APF
5
Alaska Permanent Fund
Alaska
$199M 3,027,451 +212,725 +8%
LPL Financial
6
LPL Financial
California
$168M 2,551,090 -412,707 -14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$165M 2,502,575 +233,328 +10%
Invesco
8
Invesco
Georgia
$110M 1,671,215 -7,287,775 -81%
Wells Fargo
9
Wells Fargo
California
$110M 1,669,225 -264,550 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$103M 1,562,444 +10,014 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$88.8M 1,348,141 -37,421 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$84.7M 1,286,521 -20,944 -2%
Ameriprise
13
Ameriprise
Minnesota
$82M 1,243,669 -69,606 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$76.8M 1,165,217 +89,493 +8%
UBS Group
15
UBS Group
Switzerland
$64.8M 984,450 -5,760 -0.6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$57.2M 868,707 -238,593 -22%
EH
17
Equitable Holdings
New York
$49.1M 745,761 +1,465 +0.2%
SAM
18
Securian Asset Management
Minnesota
$45.5M 690,000 – –
KAS
19
Kestra Advisory Services
Texas
$43.9M 665,728 +27,463 +4%
BCM
20
Brookstone Capital Management
Illinois
$42.9M 651,227 -32,864 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$41.7M 632,493 -67,041 -10%
GAA
22
Global Assets Advisory
Florida
$38.2M 2,499,503 +2,460,779 +6,355%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$38.1M 577,700 +577,700 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$35.2M 533,967 -6,155 -1%
HNB
25
Huntington National Bank
Ohio
– – – –
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