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Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

1% more funds holding

Funds holding: 749754 (+5)

0% less capital invested

Capital invested by funds: $4.29B → $4.28B (-$883K)

0.91% less ownership

Funds ownership: 59.13%58.23% (-0.91%)

15% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 266

81% less call options, than puts

Call options by funds: $958K | Put options by funds: $4.95M

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
9.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.31%
New
85
Increased
225
Reduced
266
Closed
60
Calls
$958K
Puts
$4.95M
Net Calls
-$3.99M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
476
Apella Capital
Connecticut
$361K +$358K +4,837 New
HWA
477
HCR Wealth Advisors
California
$361K +$33.5K +452 +10%
SWM
478
Steinberganna Wealth Management
New York
$359K -$218K -2,943 -37%
GWP
479
Gen-Wealth Partners
Michigan
$357K
PA
480
Pinnacle Associates
New York
$355K +$3.33K +45 +0.9%
MWA
481
Medallion Wealth Advisors
Connecticut
$352K
GHA
482
Good Harbor Advisors
Massachusetts
$351K
MA
483
Mutual Advisors
Nebraska
$350K -$34.7K -469 -9%
AFG
484
Arkansas Financial Group
Arkansas
$348K
VCP
485
Verus Capital Partners
Arizona
$348K +$148 +2 +0%
PWA
486
Prairie Wealth Advisors
Nebraska
$348K
TA
487
TrueWealth Advisors
Alabama
$346K
VFS
488
Valpey Financial Services
New Hampshire
$346K -$17.3K -234 -5%
TF
489
TLWM Financial
Texas
$343K -$87.3K -1,178 -20%
JCM
490
Jacobi Capital Management
Pennsylvania
$342K +$8.15K +110 +2%
BW
491
Balance Wealth
Ohio
$340K +$21.2K +286 +7%
CWM
492
Castle Wealth Management
Florida
$339K -$5.19K -70 -1%
VWA
493
Visionary Wealth Advisors
Illinois
$337K -$93.6K -1,264 -22%
SC
494
Savant Capital
Illinois
$331K +$336K +4,531 New
APA
495
Astoria Portfolio Advisors
New York
$329K
BAM
496
Broyhill Asset Management
North Carolina
$329K
IC
497
IEQ Capital
California
$329K +$333K +4,498 New
TCIIS
498
TIAA-CREF Individual & Institutional Services
New York
$327K +$332K +4,476 New
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K -$37.4K -505 -10%
HBW
500
Hazlett, Burt & Watson
West Virginia
$323K -$81.6K -1,101 -20%