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Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

1% more funds holding

Funds holding: 749754 (+5)

0% less capital invested

Capital invested by funds: $4.29B → $4.28B (-$883K)

0.91% less ownership

Funds ownership: 59.13%58.23% (-0.91%)

15% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 266

81% less call options, than puts

Call options by funds: $958K | Put options by funds: $4.95M

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
9.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.31%
New
85
Increased
225
Reduced
266
Closed
60
Calls
$958K
Puts
$4.95M
Net Calls
-$3.99M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$731K -$21.8K -294 -3%
TWM
352
TopTier Wealth Management
Wisconsin
$730K +$2.15K +29 +0.3%
UBS AM
353
UBS AM
Illinois
$724K +$730K +9,848 +17,586%
LFAS
354
Level Four Advisory Services
Texas
$724K -$4.74K -64 -0.6%
CPCM
355
Cardinal Point Capital Management
Ontario, Canada
$723K +$732K +9,880 New
WI
356
Westbourne Investments
Virginia
$722K -$1.85K -25 -0.3%
DC
357
Davenport & Co
Virginia
$715K -$9.04K -122 -1%
OAS
358
Optivise Advisory Services
Tennessee
$714K -$310K -4,184 -30%
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$709K +$140K +1,893 +24%
FCAS
360
First Command Advisory Services
Texas
$698K
SCA
361
Snowden Capital Advisors
New York
$695K +$54.7K +739 +8%
YIH
362
Y-Intercept (HK)
Hong Kong
$693K +$702K +9,474 New
AWM
363
Apex Wealth Management
New Hampshire
$693K +$491K +6,623 +232%
HP
364
Holistic Planning
Texas
$689K -$6.52K -88 -0.9%
BIG
365
Brookwood Investment Group
Arizona
$687K -$101K -1,367 -13%
DFA
366
DHJJ Financial Advisors
Illinois
$683K -$26.4K -356 -4%
SG
367
StoneX Group
New York
$680K -$4.52K -61 -0.7%
RDWM
368
Red Door Wealth Management
Tennessee
$673K
SF
369
Summit Financial
New Jersey
$672K -$558K -7,536 -45%
First Trust Advisors
370
First Trust Advisors
Illinois
$662K +$263K +3,547 +65%
TA
371
TKG Advisors
Indiana
$658K -$7.66M -103,422 -92%
Bank of New York Mellon
372
Bank of New York Mellon
New York
$635K -$63.2M -853,262 -99%
Wealthfront Advisers
373
Wealthfront Advisers
California
$632K +$304K +4,110 +91%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$631K -$22K -297 -3%
BFG
375
Broussard Financial Group
Louisiana
$628K +$44.8K +605 +8%