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Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
251
Laraway Financial Advisors
Minnesota
$1.29M
KCPT
252
Kingstone Capital Partners Texas
Texas
$1.28M
TA
253
TPG Advisors
Illinois
$1.28M
HA
254
Harfst & Associates
Wyoming
$1.27M
CWMGO
255
Capstone Wealth Management Group (Oregon)
Oregon
$1.27M
CFD
256
Creative Financial Designs
Indiana
$1.26M
PFA
257
Pinnacle Family Advisors
Missouri
$1.23M
FPW
258
Flagship Private Wealth
Massachusetts
$1.21M
TWM
259
Trueblood Wealth Management
Ohio
$1.2M
FLA
260
Financial Life Advisors
Texas
$1.17M
CWM
261
Cornerstone Wealth Management
Missouri
$1.15M
CCAL
262
City Center Advisors LLC
Michigan
$1.15M
SHFA
263
SC&H Financial Advisors
Maryland
$1.13M
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$1.12M
IWM
265
IHT Wealth Management
Illinois
$1.11M
SCM
266
Sollinda Capital Management
Florida
$1.11M
HAS
267
HBW Advisory Services
California
$1.11M
GWMR
268
GC Wealth Management RIA
Massachusetts
$1.1M
OBWG
269
Onyx Bridge Wealth Group
New York
$1.1M
VT
270
Vise Technologies
New York
$1.09M
PIA
271
Perennial Investment Advisors
California
$1.09M
PWP
272
Principle Wealth Partners
Connecticut
$1.08M
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$1.07M
BWM
274
Brown Wealth Management
Illinois
$1.07M
SC
275
SouthState Corp
Florida
$1.05M