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Invesco S&P 500 Low Volatility ETF

723 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 237 increasing their positions, 279 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 764723 (-41)

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 279

34% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 70

Holders
723
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
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
326
Legacy Private Trust
Wisconsin
$786K
HP
327
Holistic Planning
Texas
$786K
BFC
328
Bedel Financial Consulting
Indiana
$785K
V
329
ViaWealth
Kansas
$774K
SM
330
Sensible Money
Arizona
$768K
SSWM
331
Smith Salley Wealth Management
North Carolina
$767K
BRWA
332
B. Riley Wealth Advisors
Florida
$766K
SF
333
Summit Financial
New Jersey
$765K
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$756K
ACM
335
Allred Capital Management
Texas
$755K
FCAS
336
First Command Advisory Services
Texas
$750K
IAIM
337
International Assets Investment Management
Florida
$744K
CAI
338
Capital Advisors Inc
Oklahoma
$744K
BCWM
339
Bartlett & Co Wealth Management
Ohio
$744K
SPC
340
Sigma Planning Corp
Michigan
$741K
BKA
341
Brick & Kyle Associates
Pennsylvania
$741K
WI
342
Westbourne Investments
Virginia
$739K
LFAS
343
Level Four Advisory Services
Texas
$736K
CPA
344
Cardiff Park Advisors
California
$736K
YC
345
Yarbrough Capital
Tennessee
$735K
US Bancorp
346
US Bancorp
Minnesota
$725K
AWM
347
Apex Wealth Management
New Hampshire
$718K
OAS
348
Optivise Advisory Services
Tennessee
$717K
SP
349
Symmetry Partners
Connecticut
$703K
BFA
350
Beaumont Financial Advisors
Massachusetts
$700K