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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 %
EA
326
Efficient Advisors
Ohio
$839K +$839K +11,524 New
EB
327
Eastern Bank
Massachusetts
$838K +$4.44K +61 +0.5%
WT
328
Whittier Trust
California
$830K – – –
CCA
329
Clearwater Capital Advisors
Illinois
$827K – – –
DFA
330
DHJJ Financial Advisors
Illinois
$817K -$18.4K -253 -2%
CAM
331
Clark Asset Management
New Hampshire
$816K – – –
ADL
332
Asset Dedication LLC
California
$813K – – –
LFAS
333
Level Four Advisory Services
Texas
$810K -$11.4K -156 -1%
AFO
334
Arrowroot Family Office
California
$810K +$810K +11,128 New
SF
335
Synovus Financial
Georgia
$805K -$10.1K -139 -1%
FCAS
336
First Command Advisory Services
Texas
$800K -$45.5K -625 -5%
CFG
337
Citizens Financial Group
Rhode Island
$797K -$29.3K -402 -4%
GFWA
338
Grey Fox Wealth Advisors
Delaware
$794K +$2.48K +34 +0.3%
BRWA
339
B. Riley Wealth Advisors
Florida
$793K +$793K +10,890 New
VAM
340
Verity Asset Management
North Carolina
$792K +$792K +10,878 New
WI
341
Westbourne Investments
Virginia
$789K +$16.4K +225 +2%
HCM
342
Hicks Capital Management
Ohio
$781K +$291 +4 +0%
BFC
343
Bedel Financial Consulting
Indiana
$778K +$146 +2 +0%
HIS
344
Harvest Investment Services
Illinois
$771K +$2.11K +29 +0.3%
ACM
345
Allred Capital Management
Texas
$770K +$64.5K +886 +9%
WC
346
Waterloo Capital
Texas
$770K -$6.51M -89,338 -89%
SM
347
Sensible Money
Arizona
$761K – – –
SSWM
348
Smith Salley Wealth Management
North Carolina
$755K +$874 +12 +0.1%
LMKC
349
L.M. Kohn & Company
Ohio
$754K +$754K +10,361 New
SOS
350
Silver Oak Securities
Tennessee
$754K -$169K -2,327 -18%
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14
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