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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$572M
2
LPL Financial
LPL Financial
California
$268M
3
Ameriprise
Ameriprise
Minnesota
$119M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$43.3M
5
FEG
Financial Enhancement Group
Indiana
$17.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$194M
2
Morgan Stanley
Morgan Stanley
New York
$495M
3
MFG
Merit Financial Group
Georgia
$41.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
351
Sensible Money
Arizona
$781K – – –
BFC
352
Bedel Financial Consulting
Indiana
$774K +$218 +3 +0%
SSWM
353
Smith Salley Wealth Management
North Carolina
$774K -$599K -8,019 -44%
RA
354
RFG Advisory
Alabama
$767K -$36.5K -488 -5%
JSW
355
Journey Strategic Wealth
New Jersey
$766K +$84.1K +1,126 +12%
CTC
356
Central Trust Company
Missouri
$766K – – –
CAI
357
Capital Advisors Inc
Oklahoma
$756K +$106K +1,412 +16%
BCWM
358
Bartlett & Co Wealth Management
Ohio
$756K – – –
TA
359
TFG Advisers
Michigan
$754K +$2.17K +29 +0.3%
YC
360
Yarbrough Capital
Tennessee
$747K – – –
BKA
361
Brick & Kyle Associates
Pennsylvania
$745K +$1.63K +22 +0.2%
SIM
362
Synergy Investment Management
Florida
$734K -$45.2K -605 -6%
OAS
363
Optivise Advisory Services
Tennessee
$729K +$149 +2 +0%
DC
364
Davenport & Co
Virginia
$728K +$361K +4,828 +98%
ACM
365
Allred Capital Management
Texas
$724K +$447 +6 +0.1%
GL
366
Graypoint LLC
New York
$703K -$8.07K -108 -1%
IFPG
367
Intrepid Financial Planning Group
Indiana
$703K -$53.9K -722 -7%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$695K +$5.68K +76 +0.8%
VCP
369
Verus Capital Partners
Arizona
$695K +$88.2K +1,181 +15%
RDWM
370
Red Door Wealth Management
Tennessee
$687K – – –
IA
371
IFP Advisors
Florida
$683K -$25.9K -347 -4%
RW
372
Rede Wealth
Virginia
$676K – – –
WWM
373
Woodside Wealth Management
Massachusetts
$669K +$669K +8,948 New
Brown Advisory
374
Brown Advisory
Maryland
$659K +$299 +4 +0%
MSAM
375
Moloney Securities Asset Management
Missouri
$633K -$107K -1,429 -14%
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