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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
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 %
WANY
351
Wealthspire Advisors (New York)
New York
$747K -$128K -1,755 -15%
PAS
352
Park Avenue Securities
New York
$742K -$80.2K -1,101 -10%
BKA
353
Brick & Kyle Associates
Pennsylvania
$740K +$2.57K +35 +0.3%
WIA
354
World Investment Advisors
California
$739K -$1.76M -24,221 -70%
IAIM
355
International Assets Investment Management
Florida
$739K +$198K +2,715 +37%
CAI
356
Capital Advisors Inc
Oklahoma
$737K – – –
BCWM
357
Bartlett & Co Wealth Management
Ohio
$737K – – –
WA
358
Whipplewood Advisors
Colorado
$736K -$756K -10,388 -51%
TA
359
TFG Advisers
Michigan
$735K -$437 -6 -0.1%
V
360
ViaWealth
Kansas
$732K -$89.3K -1,227 -11%
YC
361
Yarbrough Capital
Tennessee
$728K – – –
OAS
362
Optivise Advisory Services
Tennessee
$726K +$16K +220 +2%
AWM
363
Apex Wealth Management
New Hampshire
$724K +$724K +9,938 New
US Bancorp
364
US Bancorp
Minnesota
$717K +$101K +1,385 +16%
BFA
365
Beaumont Financial Advisors
Massachusetts
$709K -$134K -1,842 -16%
IFPG
366
Intrepid Financial Planning Group
Indiana
$685K – – –
SP
367
Symmetry Partners
Connecticut
$681K +$163K +2,242 +32%
GL
368
Graypoint LLC
New York
$672K -$13.3K -183 -2%
RDWM
369
Red Door Wealth Management
Tennessee
$670K – – –
Barclays
370
Barclays
United Kingdom
$659K +$54.6K +750 +9%
TA
371
TKG Advisors
Indiana
$653K +$57.8K +794 +10%
GSEP
372
Golden State Equity Partners
California
$652K +$43.8K +601 +7%
RW
373
Rede Wealth
Virginia
$652K -$7.28K -100 -1%
WWM
374
Woodside Wealth Management
Massachusetts
$652K – – –
SG
375
StoneX Group
New York
$650K +$91.8K +1,261 +16%
13 14
15
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