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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
301
Eastern Bank
Massachusetts
$845K
AFO
302
Arrowroot Family Office
California
$845K
JGC
303
J. Goldman & Co
New York
$841K
WAS
304
WESPAC Advisors SoCal
California
$837K
CCA
305
Clearwater Capital Advisors
Illinois
$834K
PAS
306
Park Avenue Securities
New York
$833K
WT
307
Whittier Trust
California
$832K
BIG
308
Brookwood Investment Group
Arizona
$831K
GFWA
309
Grey Fox Wealth Advisors
Delaware
$829K
CAM
310
Clark Asset Management
New Hampshire
$823K
ADL
311
Asset Dedication LLC
California
$821K
RCA
312
Runnymede Capital Advisors
Ohio
$821K
DFA
313
DHJJ Financial Advisors
Illinois
$806K
WANY
314
Wealthspire Advisors (New York)
New York
$805K
CFG
315
Citizens Financial Group
Rhode Island
$800K
SF
316
Synovus Financial
Georgia
$799K
CCM
317
Cutler Capital Management
Massachusetts
$795K
WA
318
Whipplewood Advisors
Colorado
$790K
AWA
319
Amplius Wealth Advisors
Pennsylvania
$789K
HCM
320
Hicks Capital Management
Ohio
$788K
LPT
321
Legacy Private Trust
Wisconsin
$786K
HP
322
Holistic Planning
Texas
$786K
BFC
323
Bedel Financial Consulting
Indiana
$785K
V
324
ViaWealth
Kansas
$774K
SM
325
Sensible Money
Arizona
$768K