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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
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
261
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 %
KWM
376
Kingsview Wealth Management
Oregon
$646K -$164K -2,253 -20%
Brown Advisory
377
Brown Advisory
Maryland
$643K +$364 +5 +0.1%
PAG
378
Private Advisory Group
Washington
$637K +$349K +4,786 +121%
TWC
379
TD Waterhouse Canada
Ontario, Canada
$635K -$46.9K -640 -7%
MSAM
380
Moloney Securities Asset Management
Missouri
$635K +$17.9K +246 +3%
SCA
381
Snowden Capital Advisors
New York
$633K +$179K +2,461 +40%
1C
382
111 Capital
France
$632K +$632K +8,684 New
BCI
383
Brinker Capital Investments
Pennsylvania
$628K -$655K -8,992 -51%
FCA
384
Fortis Capital Advisors
Kansas
$625K -$146K -2,003 -19%
SAM
385
Smartleaf Asset Management
Massachusetts
$619K +$391K +5,411 +171%
SWP
386
Summit Wealth Partners
Florida
$615K – – –
TAM
387
Townsend Asset Management
North Carolina
$603K +$1.89K +26 +0.3%
FA
388
Faithward Advisors
Pennsylvania
$590K +$437 +6 +0.1%
MCCP
389
Mission Creek Capital Partners
California
$588K +$11.7K +161 +2%
MWA
390
Merkkuri Wealth Advisors
New York
$583K +$2.91K +40 +0.5%
TL
391
Tradewinds LLC
North Carolina
$583K +$583K +8,009 New
Pathstone Holdings
392
Pathstone Holdings
New Jersey
$583K – – –
MAM
393
Mullooly Asset Management
New Jersey
$583K +$2.55K +35 +0.4%
AI
394
Atria Investments
North Carolina
$580K -$7.21K -99 -1%
PWM
395
Prosperity Wealth Management
California
$577K +$8.96K +123 +2%
PIA
396
Panoramic Investment Advisors
Colorado
$569K +$4.59K +63 +0.8%
CWM
397
Centurion Wealth Management
Virginia
$565K – – –
TSS
398
Two Sigma Securities
New York
$564K -$698K -9,592 -55%
X
399
Xponance
Pennsylvania
$562K +$562K +7,715 New
FWA
400
FSM Wealth Advisors
Ohio
$558K +$558K +7,649 New
14 15
16
17 18