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Invesco S&P 500 Low Volatility ETF

730 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 281 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 281

Holders
730
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
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
326
Pathstone Holdings
New Jersey
$766K
BFC
327
Bedel Financial Consulting
Indiana
$763K
GFWA
328
Grey Fox Wealth Advisors
Delaware
$759K
SWM
329
Segment Wealth Management
Texas
$758K
SB
330
Strategic Blueprint
Georgia
$756K
SP
331
Symmetry Partners
Connecticut
$756K
SM
332
Sensible Money
Arizona
$747K
SAI
333
Savvy Advisors Inc
New York
$745K
WANY
334
Wealthspire Advisors (New York)
New York
$744K
SSWM
335
Smith Salley Wealth Management
North Carolina
$743K
LPT
336
Legacy Private Trust
Wisconsin
$741K
BRWA
337
B. Riley Wealth Advisors
Florida
$738K
ACM
338
Allred Capital Management
Texas
$735K
SPC
339
Sigma Planning Corp
Michigan
$734K
AWA
340
Amplius Wealth Advisors
Pennsylvania
$727K
CAI
341
Capital Advisors Inc
Oklahoma
$723K
BCWM
342
Bartlett & Co Wealth Management
Ohio
$723K
PWM
343
Perigon Wealth Management
California
$722K
V
344
ViaWealth
Kansas
$719K
LFAS
345
Level Four Advisory Services
Texas
$712K
TWM
346
TopTier Wealth Management
Wisconsin
$711K
WI
347
Westbourne Investments
Virginia
$707K
DC
348
Davenport & Co
Virginia
$707K
SIM
349
Synergy Investment Management
Florida
$702K
DFA
350
DHJJ Financial Advisors
Illinois
$692K