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Invesco S&P 500 Low Volatility ETF

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
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$556K
MWM
402
Modera Wealth Management
New Jersey
$554K -$11.6K -159 -2%
RFN
403
Redwood Financial Network
Ohio
$552K -$3.42K -47 -0.6%
LWM
404
Lakeridge Wealth Management
Ohio
$549K -$54.5K -748 -9%
BI
405
Ballast Inc
Kentucky
$547K -$13.8M -188,884 -96%
JPLA
406
Joseph P. Lucia & Associates
New York
$547K -$10.9K -150 -2%
BEI
407
Benjamin Edwards Inc
Missouri
$542K -$46.4K -637 -8%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$542K -$69.5K -955 -11%
GWANC
409
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K -$15.5K -213 -3%
DWM
410
Dakota Wealth Management
Florida
$532K +$165K +2,261 +45%
RIL
411
Rothschild Investment LLC
Illinois
$525K -$43.7K -600 -8%
ECAM
412
East Coast Asset Management
Massachusetts
$524K
Simplex Trading
413
Simplex Trading
Illinois
$523K -$1.16M -15,906 -69%
OWP
414
ORG Wealth Partners
Texas
$518K +$85.8K +1,171 +20%
WS
415
Wedbush Securities
California
$515K -$36.3K -499 -7%
VVP
416
Venture Visionary Partners
Ohio
$513K -$5.03K -69 -1%
HCA
417
Heck Capital Advisors
Wisconsin
$512K +$476K +6,538 +1,318%
SQA
418
Simon Quick Advisors
New Jersey
$512K +$2.48K +34 +0.5%
AL
419
Aspiriant LLC
California
$511K
GPA
420
Guerra Pan Advisors
New Jersey
$511K
GLLW
421
Graves Light Lenhart Wealth
Virginia
$509K -$42.7K -586 -8%
SP
422
Sequent Planning
Nebraska
$502K +$26.9K +369 +6%
CP
423
Creekside Partners
California
$498K
OW
424
Olistico Wealth
Oklahoma
$498K
TLA
425
Tanglewood Legacy Advisors
Texas
$496K