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Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

1% more funds holding

Funds holding: 749754 (+5)

0% less capital invested

Capital invested by funds: $4.29B → $4.28B (-$883K)

0.91% less ownership

Funds ownership: 59.13%58.23% (-0.91%)

15% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 266

81% less call options, than puts

Call options by funds: $958K | Put options by funds: $4.95M

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
9.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.31%
New
85
Increased
225
Reduced
266
Closed
60
Calls
$958K
Puts
$4.95M
Net Calls
-$3.99M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
326
Compass Financial Group
Ohio
$791K -$382K -5,160 -32%
Pathstone Holdings
327
Pathstone Holdings
New Jersey
$787K +$1.85K +25 +0.2%
CL
328
Choreo LLC
Illinois
$786K -$35K -473 -4%
BFC
329
Bedel Financial Consulting
Indiana
$782K +$296 +4 +0%
EP
330
Edgestream Partners
New Jersey
$782K -$132K -1,785 -14%
SIM
331
Synergy Investment Management
Florida
$778K +$60K +810 +8%
AOWM
332
Asset One Wealth Management
Washington
$775K -$26.4K -356 -3%
RCA
333
Runnymede Capital Advisors
Ohio
$775K +$785K +10,592 New
SB
334
Strategic Blueprint
Georgia
$774K
GFWA
335
Grey Fox Wealth Advisors
Delaware
$772K -$5.11K -69 -0.6%
WTFG
336
Wood Tarver Financial Group
Idaho
$768K -$153K -2,062 -16%
SM
337
Sensible Money
Arizona
$765K
SPC
338
Sigma Planning Corp
Michigan
$764K +$13K +176 +2%
HCM
339
Hicks Capital Management
Ohio
$763K -$21.9K -296 -3%
WANY
340
Wealthspire Advisors (New York)
New York
$762K
LPT
341
Legacy Private Trust
Wisconsin
$758K
CWA
342
Continuum Wealth Advisors
New York
$756K -$137K -1,854 -15%
ACM
343
Allred Capital Management
Texas
$752K -$74 -1 -0%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$746K
AWA
345
Amplius Wealth Advisors
Pennsylvania
$744K
CFG
346
Citizens Financial Group
Rhode Island
$743K -$50.9K -687 -6%
PWM
347
Perigon Wealth Management
California
$741K +$1.48K +20 +0.2%
CAI
348
Capital Advisors Inc
Oklahoma
$740K
V
349
ViaWealth
Kansas
$737K +$222 +3 +0%
CPA
350
Cardiff Park Advisors
California
$733K +$743K +10,028 New