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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 %
RA
426
RFG Advisory
Alabama
$494K -$254K -3,488 -34%
CTC
427
Central Trust Company
Missouri
$493K -$253K -3,470 -34%
HI
428
Harbour Investments
Wisconsin
$493K +$12.6K +173 +3%
OIA
429
OneDigital Investment Advisors
Kansas
$488K -$46.7K -642 -9%
RA
430
Rockingstone Advisors
Massachusetts
$487K -$65.2K -895 -12%
SWP
431
Sagespring Wealth Partners
Tennessee
$484K +$484K +6,652 New
LLWM
432
Life Line Wealth Management
California
$484K +$2.4K +33 +0.5%
BFG
433
Berger Financial Group
Minnesota
$481K -$60.4K -830 -11%
OWM
434
OneAscent Wealth Management
Alabama
$481K +$9.11K +125 +2%
CAG
435
Compass Advisory Group
New York
$479K +$2.33K +32 +0.5%
FCM
436
Family Capital Management
Michigan
$477K
HIM
437
Hanlon Investment Management
New Jersey
$476K +$476K +6,534 New
HAP
438
Harbor Asset Planning
Massachusetts
$473K +$473K +6,494 New
LCGC
439
Legacy Capital Group California
California
$472K +$472K +6,487 New
CG
440
CFO4Life Group
Texas
$469K +$510 +7 +0.1%
NFA
441
Northwest Financial Advisors
Virginia
$465K -$5.17K -71 -1%
TPI
442
Trust Point Inc
Wisconsin
$464K -$31.2K -428 -6%
RIA
443
Regal Investment Advisors
Michigan
$464K -$15.7K -215 -3%
BCG
444
Bravias Capital Group
New Jersey
$463K +$59.6K +818 +15%
SWM
445
Segment Wealth Management
Texas
$462K +$655 +9 +0.1%
PFT
446
Providence First Trust
Arizona
$453K
WB
447
WesBanco Bank
West Virginia
$453K
AF
448
Apollon Financial
South Carolina
$452K +$583 +8 +0.1%
ACM
449
AlphaStar Capital Management
North Carolina
$448K
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
$448K +$448K +6,156 New