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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Genworth Financial
Virginia
$34.6M
DWM
27
Dynasty Wealth Management
Florida
$33.6M
NC
28
NewSquare Capital
Pennsylvania
$33.4M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$31.3M
CC
30
Cartenna Capital
Connecticut
$29.4M
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$28.1M
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27M
KAS
33
Kestra Advisory Services
Texas
$26.3M
BM
34
Berman McAleer
Maryland
$26M
PMAM
35
Picton Mahoney Asset Management
Ontario, Canada
$24.2M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$24M
JP Morgan Chase
37
JP Morgan Chase
New York
$23.9M
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$22.5M
HFS
39
Hantz Financial Services
Michigan
$22.3M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$20.9M
HAFG
41
Hansen & Associates Financial Group
California
$20.5M
SEI Investments
42
SEI Investments
Pennsylvania
$19.8M
Stifel Financial
43
Stifel Financial
Missouri
$19.6M
FNBT
44
FineMark National Bank & Trust
Florida
$19.1M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$18.9M
Goldman Sachs
46
Goldman Sachs
New York
$18.3M
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$18.2M
PFS
48
Prospera Financial Services
Texas
$17.2M
CIAS
49
Capital Investment Advisory Services
North Carolina
$17.1M
Lido Advisors
50
Lido Advisors
California
$17M