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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
376
Barclays
United Kingdom
$561K
TCOV
377
Trust Company of Vermont
Vermont
$561K
MWM
378
Modera Wealth Management
New Jersey
$559K
SP
379
Sequent Planning
Nebraska
$558K
SWM
380
Segment Wealth Management
Texas
$555K
VWM
381
Vigilare Wealth Management
Arizona
$550K
MGIA
382
Moneta Group Investment Advisors
Missouri
$549K
WWM
383
Woodside Wealth Management
Massachusetts
$549K
HCMT
384
Highland Capital Management (Tennessee)
Tennessee
$546K
WS
385
Wedbush Securities
California
$543K
GWANC
386
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K
ECAM
387
East Coast Asset Management
Massachusetts
$528K
JPLA
388
Joseph P. Lucia & Associates
New York
$527K
HF
389
HRT Financial
New York
$526K
VWA
390
Visionary Wealth Advisors
Illinois
$523K
RFN
391
Redwood Financial Network
Ohio
$523K
CI
392
CX Institutional
Indiana
$523K
MG
393
Mather Group
Illinois
$520K
SWP
394
Summit Wealth Partners
Florida
$520K
SQA
395
Simon Quick Advisors
New Jersey
$519K
CCM
396
Coldstream Capital Management
Washington
$518K
VVP
397
Venture Visionary Partners
Ohio
$518K
RIL
398
Rothschild Investment LLC
Illinois
$518K
AL
399
Aspiriant LLC
California
$515K
GPA
400
Guerra Pan Advisors
New Jersey
$515K