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Invesco S&P 500 Low Volatility ETF

740 hedge funds and large institutions have $4.27B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 283 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less capital invested

Capital invested by funds: $4.6B → $4.27B (-$323M)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$33.5M
DWM
27
Dynasty Wealth Management
Florida
$30.3M
KAS
28
Kestra Advisory Services
Texas
$29.3M
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$28.3M
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$27M
BM
31
Berman McAleer
Maryland
$26M
PAG
32
Private Advisor Group
New Jersey
$25.9M
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.2M
Corient Private Wealth
34
Corient Private Wealth
Florida
$24.5M
EF
35
Empowered Funds
Pennsylvania
$22.9M
CIM
36
Cambria Investment Management
California
$22.6M
JP Morgan Chase
37
JP Morgan Chase
New York
$22.4M
PPA
38
Painted Porch Advisors
California
$22.1M
NC
39
NewSquare Capital
Pennsylvania
$22M
HFS
40
Hantz Financial Services
Michigan
$20.8M
Jones Financial Companies
41
Jones Financial Companies
Missouri
$20.6M
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$20.5M
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$19.7M
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$19.1M
Stifel Financial
45
Stifel Financial
Missouri
$18.8M
FNBT
46
FineMark National Bank & Trust
Florida
$18.7M
SEI Investments
47
SEI Investments
Pennsylvania
$18.6M
CIAS
48
Capital Investment Advisory Services
North Carolina
$17.5M
Lido Advisors
49
Lido Advisors
California
$17M
PFS
50
Prospera Financial Services
Texas
$16.3M