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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

754 hedge funds and large institutions have $4.46B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
10.11%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
84
Increased
262
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 %
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$753K +$326K +4,480 +76%
WANY
352
Wealthspire Advisors (New York)
New York
$747K -$128K -1,755 -15%
PAS
353
Park Avenue Securities
New York
$742K -$80.2K -1,101 -10%
BKA
354
Brick & Kyle Associates
Pennsylvania
$740K +$2.57K +35 +0.3%
WIA
355
World Investment Advisors
California
$739K -$1.76M -24,221 -70%
IAIM
356
International Assets Investment Management
Florida
$739K +$198K +2,715 +37%
CAI
357
Capital Advisors Inc
Oklahoma
$737K – – –
BCWM
358
Bartlett & Co Wealth Management
Ohio
$737K – – –
WA
359
Whipplewood Advisors
Colorado
$736K -$756K -10,388 -51%
TA
360
TFG Advisers
Michigan
$735K -$437 -6 -0.1%
V
361
ViaWealth
Kansas
$732K -$89.3K -1,227 -11%
YC
362
Yarbrough Capital
Tennessee
$728K – – –
OAS
363
Optivise Advisory Services
Tennessee
$726K +$16K +220 +2%
AWM
364
Apex Wealth Management
New Hampshire
$724K +$724K +9,938 New
US Bancorp
365
US Bancorp
Minnesota
$717K +$101K +1,385 +16%
BFA
366
Beaumont Financial Advisors
Massachusetts
$709K -$134K -1,842 -16%
IFPG
367
Intrepid Financial Planning Group
Indiana
$685K – – –
SP
368
Symmetry Partners
Connecticut
$681K +$163K +2,242 +32%
GL
369
Graypoint LLC
New York
$672K -$13.3K -183 -2%
RDWM
370
Red Door Wealth Management
Tennessee
$670K – – –
Barclays
371
Barclays
United Kingdom
$659K +$54.6K +750 +9%
TA
372
TKG Advisors
Indiana
$653K +$57.8K +794 +10%
GSEP
373
Golden State Equity Partners
California
$652K +$43.8K +601 +7%
RW
374
Rede Wealth
Virginia
$652K -$7.28K -100 -1%
WWM
375
Woodside Wealth Management
Massachusetts
$652K – – –
13 14
15
16 17