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Invesco S&P 500 Low Volatility ETF

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
251
Harfst & Associates
Wyoming
$1.27M -$49.9K -685 -4%
CWMGO
252
Capstone Wealth Management Group (Oregon)
Oregon
$1.27M -$40.7K -559 -3%
CFD
253
Creative Financial Designs
Indiana
$1.26M +$316K +4,343 +34%
PFA
254
Pinnacle Family Advisors
Missouri
$1.23M +$1.23M +16,997 New
FPW
255
Flagship Private Wealth
Massachusetts
$1.21M +$58.5K +803 +5%
TWM
256
Trueblood Wealth Management
Ohio
$1.2M -$17.7K -243 -1%
FLA
257
Financial Life Advisors
Texas
$1.17M +$371K +5,096 +46%
CWM
258
Cornerstone Wealth Management
Missouri
$1.15M +$5.24K +72 +0.5%
CCAL
259
City Center Advisors LLC
Michigan
$1.15M +$127K +1,748 +12%
SHFA
260
SC&H Financial Advisors
Maryland
$1.13M -$6.19K -85 -0.5%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$57.6K +791 +5%
IWM
262
IHT Wealth Management
Illinois
$1.11M +$71.2K +978 +7%
SCM
263
Sollinda Capital Management
Florida
$1.11M +$1.11M +15,228 New
HAS
264
HBW Advisory Services
California
$1.11M +$2.99K +41 +0.3%
GWMR
265
GC Wealth Management RIA
Massachusetts
$1.1M +$1.1M +15,155 New
OBWG
266
Onyx Bridge Wealth Group
New York
$1.1M +$3.64K +50 +0.3%
VT
267
Vise Technologies
New York
$1.09M +$1.09M +15,034 New
PIA
268
Perennial Investment Advisors
California
$1.09M +$5.03K +69 +0.5%
PWP
269
Principle Wealth Partners
Connecticut
$1.08M +$73 +1 +0%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$1.07M -$26.5K -364 -2%
BWM
271
Brown Wealth Management
Illinois
$1.07M -$12.4K -170 -1%
SC
272
SouthState Corp
Florida
$1.05M -$273K -3,750 -21%
LPAM
273
Lodestar Private Asset Management
California
$1.04M +$947 +13 +0.1%
SPC
274
Sigma Planning Corp
Michigan
$1.04M +$88.1K +1,210 +9%
VWS
275
Virtus Wealth Solutions
New Jersey
$1.03M -$194K -2,665 -16%