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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 %
Balyasny Asset Management
451
Balyasny Asset Management
Illinois
$448K +$448K +6,156 New
NS
452
NBC Securities
Alabama
$448K +$218 +3 +0%
KW
453
KWB Wealth
California
$445K +$43.1K +577 +11%
MG
454
Mather Group
Illinois
$445K -$17.3K -237 -4%
IA
455
Integrity Alliance
Iowa
$444K -$630K -8,647 -59%
HFO
456
Heritage Family Offices
Arizona
$444K – – –
TF
457
TLWM Financial
Texas
$443K +$4.88K +67 +1%
BFO
458
Biltmore Family Office
North Carolina
$439K +$29.1K +400 +7%
GCA
459
Gradient Capital Advisors
California
$434K – – –
RBC
460
Romano Brothers & Co
Illinois
$433K +$7.28K +100 +2%
PTC
461
Private Trust Company
Ohio
$433K -$10.1K -139 -2%
WIA
462
Wetzel Investment Advisors
Indiana
$433K -$36.2K -497 -8%
DAS
463
Dynamic Advisor Solutions
Arizona
$430K +$44.3K +608 +11%
BBHC
464
Brown Brothers Harriman & Co
New York
$427K – – –
WA
465
WBH Advisory
Maryland
$427K – – –
GVAG
466
Great Valley Advisor Group
Delaware
$427K -$15.2K -208 -3%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$423K +$292K +4,005 +222%
JGC
468
J. Goldman & Co
New York
$423K +$423K +5,809 New
WMA
469
Wealth Management Associates
New Jersey
$421K +$22.6K +310 +6%
BMWM
470
Brown Miller Wealth Management
Virginia
$420K +$420K +5,770 New
HIA
471
HTG Investment Advisors
Connecticut
$417K – – –
MGIA
472
Moneta Group Investment Advisors
Missouri
$413K – – –
BMCM
473
Bryn Mawr Capital Management
Pennsylvania
$405K +$204K +2,801 +101%
TCOO
474
Trust Company of Oklahoma
Oklahoma
$402K -$206K -2,831 -34%
HBW
475
Hazlett, Burt & Watson
West Virginia
$401K +$656 +9 +0.2%
17 18
19
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