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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

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

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$54.5M
2
LPL Financial
LPL Financial
California
+$48.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
4
DWM
Dynasty Wealth Management
Florida
+$33M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$70.3M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$42M
5
Morgan Stanley
Morgan Stanley
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
426
Tanglewood Legacy Advisors
Texas
$496K – – –
RA
427
RFG Advisory
Alabama
$494K -$254K -3,488 -34%
CTC
428
Central Trust Company
Missouri
$493K -$253K -3,470 -34%
HI
429
Harbour Investments
Wisconsin
$493K +$12.6K +173 +3%
OIA
430
OneDigital Investment Advisors
Kansas
$488K -$46.7K -642 -9%
RA
431
Rockingstone Advisors
Massachusetts
$487K -$65.2K -895 -12%
SWP
432
Sagespring Wealth Partners
Tennessee
$484K +$484K +6,652 New
LLWM
433
Life Line Wealth Management
California
$484K +$2.4K +33 +0.5%
BFG
434
Berger Financial Group
Minnesota
$481K -$60.4K -830 -11%
OWM
435
OneAscent Wealth Management
Alabama
$481K +$9.11K +125 +2%
CAG
436
Compass Advisory Group
New York
$479K +$2.33K +32 +0.5%
FCM
437
Family Capital Management
Michigan
$477K – – –
HIM
438
Hanlon Investment Management
New Jersey
$476K +$476K +6,534 New
HAP
439
Harbor Asset Planning
Massachusetts
$473K +$473K +6,494 New
LCGC
440
Legacy Capital Group California
California
$472K +$472K +6,487 New
CG
441
CFO4Life Group
Texas
$469K +$510 +7 +0.1%
NFA
442
Northwest Financial Advisors
Virginia
$465K -$5.17K -71 -1%
TPI
443
Trust Point Inc
Wisconsin
$464K -$31.2K -428 -6%
RIA
444
Regal Investment Advisors
Michigan
$464K -$15.7K -215 -3%
BCG
445
Bravias Capital Group
New Jersey
$463K +$59.6K +818 +15%
SWM
446
Segment Wealth Management
Texas
$462K +$655 +9 +0.1%
PFT
447
Providence First Trust
Arizona
$453K – – –
WB
448
WesBanco Bank
West Virginia
$453K – – –
AF
449
Apollon Financial
South Carolina
$452K +$583 +8 +0.1%
ACM
450
AlphaStar Capital Management
North Carolina
$448K – – –
16 17
18
19 20