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Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.46B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 262 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
10.11%
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
262
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 %
FWA
401
FSM Wealth Advisors
Ohio
$558K +$558K +7,649 New
TCOV
402
Trust Company of Vermont
Vermont
$556K
MWM
403
Modera Wealth Management
New Jersey
$554K -$11.6K -159 -2%
RFN
404
Redwood Financial Network
Ohio
$552K -$3.42K -47 -0.6%
LWM
405
Lakeridge Wealth Management
Ohio
$549K -$54.5K -748 -9%
BI
406
Ballast Inc
Kentucky
$547K -$13.8M -188,884 -96%
JPLA
407
Joseph P. Lucia & Associates
New York
$547K -$10.9K -150 -2%
BEI
408
Benjamin Edwards Inc
Missouri
$542K -$46.4K -637 -8%
HCMT
409
Highland Capital Management (Tennessee)
Tennessee
$542K -$69.5K -955 -11%
GWANC
410
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K -$15.5K -213 -3%
DWM
411
Dakota Wealth Management
Florida
$532K +$165K +2,261 +45%
RIL
412
Rothschild Investment LLC
Illinois
$525K -$43.7K -600 -8%
ECAM
413
East Coast Asset Management
Massachusetts
$524K
Simplex Trading
414
Simplex Trading
Illinois
$523K -$1.16M -15,906 -69%
OWP
415
ORG Wealth Partners
Texas
$518K +$85.8K +1,171 +20%
WS
416
Wedbush Securities
California
$515K -$36.3K -499 -7%
VVP
417
Venture Visionary Partners
Ohio
$513K -$5.03K -69 -1%
HCA
418
Heck Capital Advisors
Wisconsin
$512K +$476K +6,538 +1,318%
SQA
419
Simon Quick Advisors
New Jersey
$512K +$2.48K +34 +0.5%
AL
420
Aspiriant LLC
California
$511K
GPA
421
Guerra Pan Advisors
New Jersey
$511K
GLLW
422
Graves Light Lenhart Wealth
Virginia
$509K -$42.7K -586 -8%
SP
423
Sequent Planning
Nebraska
$502K +$26.9K +369 +6%
CP
424
Creekside Partners
California
$498K
OW
425
Olistico Wealth
Oklahoma
$498K