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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

754 hedge funds and large institutions have $4.46B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
10.11%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
84
Increased
262
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 %
MIM
301
MTM Investment Management
South Carolina
$924K -$63K -865 -6%
RRA
302
Round Rock Advisors
Connecticut
$923K -$26.9K -370 -3%
BAM
303
Belpointe Asset Management
Nevada
$922K -$431K -5,914 -32%
VA
304
VestGen Advisors
Illinois
$921K +$638K +8,762 +225%
SMA
305
Sage Mountain Advisors
Georgia
$920K – – –
WAS
306
WESPAC Advisors SoCal
California
$919K +$673K +9,243 +273%
GAM
307
Gotham Asset Management
New York
$918K +$918K +12,610 New
LC
308
Landaas & Company
Wisconsin
$918K +$1.53K +21 +0.2%
SF
309
Symphony Financial
Texas
$917K +$917K +12,602 New
LPT
310
Legacy Private Trust
Wisconsin
$917K -$5.46K -75 -0.6%
MA
311
MONECO Advisors
Connecticut
$917K -$15.6K -214 -2%
AWM
312
Axxcess Wealth Management
California
$911K +$413K +5,673 +83%
KWA
313
Kingswood Wealth Advisors
California
$896K -$10.6K -146 -1%
CL
314
Choreo LLC
Illinois
$892K +$59.2K +813 +7%
AIA
315
Allied Investment Advisors
Montana
$888K – – –
HP
316
Holistic Planning
Texas
$882K -$6.19K -85 -0.7%
STA
317
Summit Trail Advisors
New York
$881K – – –
JSW
318
Journey Strategic Wealth
New Jersey
$871K +$125K +1,713 +17%
BSTWA
319
Blake Schutter Theil Wealth Advisors
Ohio
$871K – – –
WP
320
WealthShield Partners
North Carolina
$867K +$706K +9,693 +437%
MFG
321
Magnus Financial Group
New York
$866K +$34.1K +468 +4%
KeyBank National Association
322
KeyBank National Association
Ohio
$850K – – –
WFM
323
Wolff Financial Management
Michigan
$847K +$3.21K +44 +0.4%
RCA
324
Runnymede Capital Advisors
Ohio
$843K -$2.96M -40,616 -78%
Citadel Advisors
325
Citadel Advisors
Florida
$843K -$2.12M -29,058 -72%
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