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Invesco S&P 500 Low Volatility ETF

749 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 222 increasing their positions, 283 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $2.6M

45% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 67

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more funds holding

Funds holding: 729749 (+20)

1.14% more ownership

Funds ownership: 58%59.13% (+1.1%)

7% less capital invested

Capital invested by funds: $4.6B → $4.29B (-$314M)

22% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 283

Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
9.11%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.29%
New
97
Increased
222
Reduced
283
Closed
67
Calls
$4.19M
Puts
$2.6M
Net Calls
+$1.59M
Net Calls Change
+$262K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$722K -$961K -13,361 -57%
V
352
ViaWealth
Kansas
$719K -$33.7K -468 -4%
LFAS
353
Level Four Advisory Services
Texas
$712K -$3.81K -53 -0.5%
TWM
354
TopTier Wealth Management
Wisconsin
$711K +$716K +9,951 New
WI
355
Westbourne Investments
Virginia
$707K -$40.3K -560 -5%
DC
356
Davenport & Co
Virginia
$707K -$193K -2,689 -21%
SIM
357
Synergy Investment Management
Florida
$702K +$23K +320 +3%
DFA
358
DHJJ Financial Advisors
Illinois
$692K -$91.9K -1,278 -12%
FCAS
359
First Command Advisory Services
Texas
$682K -$46.9K -652 -6%
HP
360
Holistic Planning
Texas
$679K -$85.4K -1,188 -11%
IWC
361
Integrated Wealth Concepts
Massachusetts
$673K -$656K -9,128 -49%
SG
362
StoneX Group
New York
$668K +$30.6K +425 +5%
GWMR
363
GC Wealth Management RIA
Massachusetts
$662K
RDWM
364
Red Door Wealth Management
Tennessee
$658K +$575 +8 +0.1%
VAM
365
Verity Asset Management
North Carolina
$653K +$36.1K +502 +6%
BFA
366
Beaumont Financial Advisors
Massachusetts
$645K -$35.3K -491 -5%
CI
367
CX Institutional
Indiana
$642K +$135K +1,876 +26%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$636K +$36K +500 +6%
JSW
369
Journey Strategic Wealth
New Jersey
$628K -$229K -3,182 -27%
BKA
370
Brick & Kyle Associates
Pennsylvania
$627K -$93.6K -1,302 -13%
SCA
371
Snowden Capital Advisors
New York
$626K +$51.6K +717 +9%
IFPG
372
Intrepid Financial Planning Group
Indiana
$625K -$2.52K -35 -0.4%
WIA
373
World Investment Advisors
California
$613K +$34.7K +482 +6%
IAIM
374
International Assets Investment Management
Florida
$613K -$113K -1,568 -15%
GSEP
375
Golden State Equity Partners
California
$611K +$7.77K +108 +1%