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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$54.5M
2
LPL Financial
LPL Financial
California
+$48.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
4
DWM
Dynasty Wealth Management
Florida
+$33M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$70.3M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$42M
5
Morgan Stanley
Morgan Stanley
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRA
301
Round Rock Advisors
Connecticut
$923K -$26.9K -370 -3%
BAM
302
Belpointe Asset Management
Nevada
$922K -$431K -5,914 -32%
VA
303
VestGen Advisors
Illinois
$921K +$638K +8,762 +225%
SMA
304
Sage Mountain Advisors
Georgia
$920K – – –
WAS
305
WESPAC Advisors SoCal
California
$919K +$673K +9,243 +273%
GAM
306
Gotham Asset Management
New York
$918K +$918K +12,610 New
LC
307
Landaas & Company
Wisconsin
$918K +$1.53K +21 +0.2%
SF
308
Symphony Financial
Texas
$917K +$917K +12,602 New
LPT
309
Legacy Private Trust
Wisconsin
$917K -$5.46K -75 -0.6%
MA
310
MONECO Advisors
Connecticut
$917K -$15.6K -214 -2%
AWM
311
Axxcess Wealth Management
California
$911K +$413K +5,673 +83%
KWA
312
Kingswood Wealth Advisors
California
$896K -$10.6K -146 -1%
CL
313
Choreo LLC
Illinois
$892K +$59.2K +813 +7%
AIA
314
Allied Investment Advisors
Montana
$888K – – –
HP
315
Holistic Planning
Texas
$882K -$6.19K -85 -0.7%
STA
316
Summit Trail Advisors
New York
$881K – – –
JSW
317
Journey Strategic Wealth
New Jersey
$871K +$125K +1,713 +17%
BSTWA
318
Blake Schutter Theil Wealth Advisors
Ohio
$871K – – –
WP
319
WealthShield Partners
North Carolina
$867K +$706K +9,693 +437%
MFG
320
Magnus Financial Group
New York
$866K +$34.1K +468 +4%
KeyBank National Association
321
KeyBank National Association
Ohio
$850K – – –
WFM
322
Wolff Financial Management
Michigan
$847K +$3.21K +44 +0.4%
RCA
323
Runnymede Capital Advisors
Ohio
$843K -$2.96M -40,616 -78%
Citadel Advisors
324
Citadel Advisors
Florida
$843K -$2.12M -29,058 -72%
EA
325
Efficient Advisors
Ohio
$839K +$839K +11,524 New
11 12
13
14 15