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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$62.9M
2
LPL Financial
LPL Financial
California
+$44.3M
3
Ameriprise
Ameriprise
Minnesota
+$35.6M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$31.2M
5
FEG
Financial Enhancement Group
Indiana
+$17.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$139M
2
Morgan Stanley
Morgan Stanley
New York
-$125M
3
MFG
Merit Financial Group
Georgia
-$88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$60.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEM
476
Strategic Equity Management
Arizona
$398K – – –
MPWS
477
McCarter Private Wealth Services
Massachusetts
$398K – – –
DAS
478
Dynamic Advisor Solutions
Arizona
$396K +$224 +3 +0.1%
NCFG
479
New Century Financial Group
New Jersey
$395K +$395K +5,290 New
CWP
480
Curated Wealth Partners
California
$391K -$108K -1,440 -22%
CSI
481
Cross Staff Investments
New York
$384K – – –
AG
482
Ascent Group
Virginia
$384K +$384K +5,133 New
Neuberger Berman Group
483
Neuberger Berman Group
New York
$381K -$41.1K -550 -10%
DWM
484
Dakota Wealth Management
Florida
$377K – – –
KW
485
KWB Wealth
California
$377K -$71.5K -1,021 -16%
HFA
486
High Falls Advisors
New York
$375K +$747 +10 +0.2%
LWL
487
Leo Wealth LLC
Texas
$374K – – –
IP
488
Investment Partners
Ohio
$372K +$1.05K +14 +0.3%
IA
489
IAM Advisory
Pennsylvania
$370K +$29.1K +390 +9%
MIC
490
Meridian Investment Counsel
California
$370K – – –
BCP
491
Berkeley Capital Partners
Georgia
$368K -$22.5K -301 -6%
MA
492
Mutual Advisors
Nebraska
$367K +$430 +6 +0.1%
TW
493
Transform Wealth
Colorado
$366K – – –
GWP
494
Gen-Wealth Partners
Michigan
$364K – – –
PFBT
495
Parkside Financial Bank & Trust
Missouri
$364K – – –
NPFS
496
Novak & Powell Financial Services
Florida
$362K -$44.8K -599 -11%
JCM
497
Jacobi Capital Management
Pennsylvania
$358K +$971 +13 +0.3%
QCM
498
Quantinno Capital Management
New York
$357K +$357K +4,772 New
TA
499
TrueWealth Advisors
Alabama
$356K – – –
CWM
500
Castle Wealth Management
Florida
$351K – – –
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