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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.

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
1
Bank of America
North Carolina
$615M
2
Citigroup
2
Citigroup
New York
$32.2M
3
LPL Financial
3
LPL Financial
California
$211M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$589M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.06M
3
LLWM
3
Life Line Wealth Management
California
$472K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.24M
5
GS
5
GTS Securities
New York
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$615M 8,574,971 +1,252,258 +17%
Morgan Stanley
2
Morgan Stanley
New York
$589M 8,209,690 -1,100,024 -12%
APF
3
Alaska Permanent Fund
Alaska
$322M 4,493,281 -1,935 -0%
LPL Financial
4
LPL Financial
California
$211M 2,936,084 +410,392 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$173M 2,409,593 -19,464 -0.8%
Wells Fargo
6
Wells Fargo
California
$125M 1,745,569 +113,121 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$120M 1,667,492 +328,802 +25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$105M 1,469,937 -48,002 -3%
Invesco
9
Invesco
Georgia
$104M 1,453,289 -92,595 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$93.6M 1,305,491 +53,635 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$91.4M 1,273,685 +36,008 +3%
Ameriprise
12
Ameriprise
Minnesota
$80.1M 1,115,599 +11,754 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$74.3M 1,036,520 +92,023 +10%
UBS Group
14
UBS Group
Switzerland
$62.6M 873,031 -89,395 -9%
SAM
15
Securian Asset Management
Minnesota
$49.5M 690,000 – –
KAS
16
Kestra Advisory Services
Texas
$48.6M 677,812 -2,055 -0.3%
EH
17
Equitable Holdings
New York
$47.8M 665,965 -12,804 -2%
BCM
18
Brookstone Capital Management
Illinois
$45M 627,650 -2,441 -0.4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$41M 570,909 +22,373 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$40.3M 561,191 -32,644 -5%
DWM
21
Dynasty Wealth Management
Florida
$39.8M 554,817 +7,709 +1%
NC
22
NewSquare Capital
Pennsylvania
$34.1M 475,857 +1,061 +0.2%
GF
23
Genworth Financial
Virginia
$33.3M 463,712 +2,875 +0.6%
Citigroup
24
Citigroup
New York
$32.2M 449,469 +421,042 +1,481%
ACM
25
Armbruster Capital Management
New York
$29.2M 407,586 -25,621 -6%
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