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Invesco S&P 500 Low Volatility ETF

730 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 281 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 ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 281

Holders
730
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
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
Balance Wealth
Ohio
$312K
BWP
502
BSW Wealth Partners
Colorado
$311K
VA
503
Valmark Advisers
Ohio
$311K
SWM
504
SeaCrest Wealth Management
New York
$310K
CFGSD
505
Compass Financial Group (South Dakota)
South Dakota
$310K
Point72 Asset Management
506
Point72 Asset Management
Connecticut
$309K
CFS
507
CRA Financial Services
New Jersey
$307K
CIBC World Market
508
CIBC World Market
Ontario, Canada
$305K
IWP
509
Innova Wealth Partners
Pennsylvania
$304K
SOS
510
Silver Oak Securities
Tennessee
$303K
BFA
511
Beacon Financial Advisory
Ohio
$303K
KWM
512
KW Wealth Management
California
$302K
ZF
513
Zhang Financial
Michigan
$302K
SAM
514
Smartleaf Asset Management
Massachusetts
$301K
ALA
515
Atlas Legacy Advisors
California
$301K
AWM
516
Axxcess Wealth Management
California
$301K
Financial Engines Advisors
517
Financial Engines Advisors
California
$296K
NB
518
NBT Bank
New York
$293K
IP
519
Intellectus Partners
California
$289K
OP
520
ORG Partners
Indiana
$284K
HIS
521
Harvest Investment Services
Illinois
$280K
PSF
522
Pacific Sun Financial
California
$280K
CAG
523
Csenge Advisory Group
Florida
$273K
RWM
524
Ritholtz Wealth Management
New York
$272K
CIC
525
Carnegie Investment Counsel
Ohio
$270K