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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$62.9M
2
LPL Financial
LPL Financial
California
+$44.3M
3
Ameriprise
Ameriprise
Minnesota
+$35.6M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$31.2M
5
FEG
Financial Enhancement Group
Indiana
+$17.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$139M
2
Morgan Stanley
Morgan Stanley
New York
-$125M
3
MFG
Merit Financial Group
Georgia
-$88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$60.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
376
US Bancorp
Minnesota
$632K +$158K +2,113 +33%
SWP
377
Summit Wealth Partners
Florida
$631K – – –
HCMT
378
Highland Capital Management (Tennessee)
Tennessee
$628K -$84.7K -1,134 -12%
GSEP
379
Golden State Equity Partners
California
$624K -$71.6K -958 -10%
TCOO
380
Trust Company of Oklahoma
Oklahoma
$624K -$20.6K -276 -3%
ECA
381
Elevation Capital Advisory
Oregon
$622K +$622K +8,321 New
Barclays
382
Barclays
United Kingdom
$620K -$277K -3,710 -31%
LWM
383
Lakeridge Wealth Management
Ohio
$619K -$115K -1,535 -16%
TAM
384
Townsend Asset Management
North Carolina
$617K +$1.64K +22 +0.3%
TA
385
TKG Advisors
Indiana
$610K -$30.9K -413 -5%
SF
386
Summit Financial
New Jersey
$606K +$183K +2,450 +43%
FA
387
Faithward Advisors
Pennsylvania
$604K +$448 +6 +0.1%
BEI
388
Benjamin Edwards Inc
Missouri
$604K -$841K -11,251 -58%
AI
389
Atria Investments
North Carolina
$602K +$336K +4,498 +126%
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$598K – – –
MWA
391
Merkkuri Wealth Advisors
New York
$595K +$2.47K +33 +0.4%
MAM
392
Mullooly Asset Management
New Jersey
$595K +$595K +7,965 New
MCCP
393
Mission Creek Capital Partners
California
$592K – – –
D.E. Shaw & Co
394
D.E. Shaw & Co
New York
$591K -$2.33M -31,135 -80%
PWM
395
Prosperity Wealth Management
California
$583K -$9.27K -124 -2%
RIL
396
Rothschild Investment LLC
Illinois
$583K – – –
BF
397
BOK Financial
Oklahoma
$583K – – –
OCM
398
One Capital Management
California
$583K +$232K +3,107 +66%
MWM
399
Modera Wealth Management
New Jersey
$580K – – –
PIA
400
Panoramic Investment Advisors
Colorado
$579K +$2.09K +28 +0.4%
14 15
16
17 18