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Invesco S&P 500 Low Volatility ETF

762 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 249 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $4.73B → $4.51B (-$226M)

2.07% less ownership

Funds ownership: 60.87%58.8% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
351
Smith Salley Wealth Management
North Carolina
$755K
LMKC
352
L.M. Kohn & Company
Ohio
$754K
SOS
353
Silver Oak Securities
Tennessee
$754K
Kovitz Investment Group Partners
354
Kovitz Investment Group Partners
Illinois
$753K
WANY
355
Wealthspire Advisors (New York)
New York
$747K
PAS
356
Park Avenue Securities
New York
$742K
BKA
357
Brick & Kyle Associates
Pennsylvania
$740K
WIA
358
World Investment Advisors
California
$739K
IAIM
359
International Assets Investment Management
Florida
$739K
CAI
360
Capital Advisors Inc
Oklahoma
$737K
BCWM
361
Bartlett & Co Wealth Management
Ohio
$737K
WA
362
Whipplewood Advisors
Colorado
$736K
TA
363
TFG Advisers
Michigan
$735K
V
364
ViaWealth
Kansas
$732K
YC
365
Yarbrough Capital
Tennessee
$728K
OAS
366
Optivise Advisory Services
Tennessee
$726K
AWM
367
Apex Wealth Management
New Hampshire
$724K
US Bancorp
368
US Bancorp
Minnesota
$717K
BFA
369
Beaumont Financial Advisors
Massachusetts
$709K
IFPG
370
Intrepid Financial Planning Group
Indiana
$685K
SP
371
Symmetry Partners
Connecticut
$681K
GL
372
Graypoint LLC
New York
$672K
RDWM
373
Red Door Wealth Management
Tennessee
$670K
Barclays
374
Barclays
United Kingdom
$659K
TA
375
TKG Advisors
Indiana
$653K