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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.7B invested in Invesco S&P 500 Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 259 reducing their positions, and 48 closing their positions.

Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
9.81%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.31%
New
90
Increased
216
Reduced
259
Closed
48
Calls
$2.23M
Puts
$128M
Net Calls
-$125M
Net Calls Change
-$104M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$121M
2
Raymond James Financial
2
Raymond James Financial
Florida
$68.6M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$62M
4
PAG
4
Private Advisor Group
New Jersey
$47.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$91.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$477M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.1B
3
Citigroup
3
Citigroup
New York
$1.11M
4
SC
4
Sykon Capital
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.1B 15,720 -941 -6%
Morgan Stanley
2
Morgan Stanley
New York
$580M 8,288,466 +78,776 +1%
Bank of America
3
Bank of America
North Carolina
$477M 6,812,979 -1,761,992 -21%
APF
4
Alaska Permanent Fund
Alaska
$320M 4,566,374 +73,093 +2%
LPL Financial
5
LPL Financial
California
$209M 2,991,425 +55,341 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$152M 2,166,228 -243,365 -10%
Wells Fargo
7
Wells Fargo
California
$123M 1,758,749 +13,180 +0.8%
MFG
8
Merit Financial Group
Georgia
$121M 1,731,156 +1,716,566 +11,765%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$113M 1,620,687 -46,805 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$100M 1,430,565 -39,372 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$94.4M 1,348,811 +43,320 +3%
Invesco
12
Invesco
Georgia
$92.6M 1,322,443 -130,846 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$91.6M 1,309,196 +272,676 +26%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$87.6M 1,251,340 -22,345 -2%
Ameriprise
15
Ameriprise
Minnesota
$78.1M 1,115,734 +135 +0%
Raymond James Financial
16
Raymond James Financial
Florida
$68.6M 979,701 +979,701 New
LMIM
17
Lockheed Martin Investment Management
Maryland
$62M 885,200 +556,000 +169%
UBS Group
18
UBS Group
Switzerland
$59.4M 848,962 -24,069 -3%
SAM
19
Securian Asset Management
Minnesota
$48.3M 690,000 – –
KAS
20
Kestra Advisory Services
Texas
$47.5M 678,680 +868 +0.1%
PAG
21
Private Advisor Group
New Jersey
$47.1M 673,494 +332,413 +97%
EH
22
Equitable Holdings
New York
$45.7M 652,294 -13,671 -2%
BCM
23
Brookstone Capital Management
Illinois
$42.4M 605,607 -22,043 -4%
DWM
24
Dynasty Wealth Management
Florida
$35.5M 506,440 -48,377 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$34.8M 497,366 -63,825 -11%
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