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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.

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

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$605M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$476M
5
GAA
5
Global Assets Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$605M 9,309,714 -3,435,219 -27%
Bank of America
2
Bank of America
North Carolina
$476M 7,322,713 -689,623 -9%
APF
3
Alaska Permanent Fund
Alaska
$304M 4,495,216 +1,467,765 +48%
LPL Financial
4
LPL Financial
California
$164M 2,525,692 -25,398 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$158M 2,429,057 -73,518 -3%
Wells Fargo
6
Wells Fargo
California
$106M 1,632,448 -36,777 -2%
Invesco
7
Invesco
Georgia
$100M 1,545,884 -125,331 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$98.6M 1,517,939 -44,505 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$86.9M 1,338,690 -9,451 -0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$81.3M 1,251,856 +86,639 +7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$80.4M 1,237,677 -48,844 -4%
Ameriprise
12
Ameriprise
Minnesota
$71.7M 1,103,845 -139,824 -11%
UBS Group
13
UBS Group
Switzerland
$62.5M 962,426 -22,024 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$61.3M 944,497 +75,790 +9%
SAM
15
Securian Asset Management
Minnesota
$44.8M 690,000 – –
KAS
16
Kestra Advisory Services
Texas
$44.2M 679,867 +14,139 +2%
EH
17
Equitable Holdings
New York
$44.1M 678,769 -66,992 -9%
BCM
18
Brookstone Capital Management
Illinois
$42.6M 630,091 -21,136 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$38.6M 593,835 -38,658 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$35.6M 548,536 +14,569 +3%
DWM
21
Dynasty Wealth Management
Florida
$35.5M 547,108 +41,165 +8%
HNB
22
Huntington National Bank
Ohio
– – – –
NC
23
NewSquare Capital
Pennsylvania
$30.8M 474,796 -1,864 -0.4%
GF
24
Genworth Financial
Virginia
$29.9M 460,837 +2,550 +0.6%
SEI Investments
25
SEI Investments
Pennsylvania
$29.3M 451,856 -37,894 -8%
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