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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
PIMG
301
Patriot Investment Management Group
Tennessee
$930K
NEI
302
Northwest & Ethical Investments
Ontario, Canada
$928K
MIM
303
MTM Investment Management
South Carolina
$924K
RRA
304
Round Rock Advisors
Connecticut
$923K
BAM
305
Belpointe Asset Management
Nevada
$922K
VA
306
VestGen Advisors
Illinois
$921K
SMA
307
Sage Mountain Advisors
Georgia
$920K
WAS
308
WESPAC Advisors SoCal
California
$919K
GAM
309
Gotham Asset Management
New York
$918K
LC
310
Landaas & Company
Wisconsin
$918K
SF
311
Symphony Financial
Texas
$917K
LPT
312
Legacy Private Trust
Wisconsin
$917K
MA
313
MONECO Advisors
Connecticut
$917K
AWM
314
Axxcess Wealth Management
California
$911K
KWA
315
Kingswood Wealth Advisors
California
$896K
CL
316
Choreo LLC
Illinois
$892K
AIA
317
Allied Investment Advisors
Montana
$888K
HP
318
Holistic Planning
Texas
$882K
STA
319
Summit Trail Advisors
New York
$881K
JSW
320
Journey Strategic Wealth
New Jersey
$871K
BSTWA
321
Blake Schutter Theil Wealth Advisors
Ohio
$871K
WP
322
WealthShield Partners
North Carolina
$867K
MFG
323
Magnus Financial Group
New York
$866K
KeyBank National Association
324
KeyBank National Association
Ohio
$850K
WFM
325
Wolff Financial Management
Michigan
$847K