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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
KWM
501
KW Wealth Management
California
$311K
ZF
502
Zhang Financial
Michigan
$311K
BFA
503
Beacon Financial Advisory
Ohio
$307K
Susquehanna International Group
504
Susquehanna International Group
Pennsylvania
$306K
Empower Advisory Group
505
Empower Advisory Group
Colorado
$301K
NB
506
NBT Bank
New York
$301K
TIAA Trust, National Association
507
TIAA Trust, National Association
North Carolina
$300K
CPA
508
Capital Performance Advisors
California
$299K
SOS
509
Silver Oak Securities
Tennessee
$294K
CIBC World Market
510
CIBC World Market
Ontario, Canada
$292K
BEI
511
Benjamin Edwards Inc
Missouri
$291K
EWP
512
Equity Wealth Partners
Missouri
$291K
BFO
513
Boston Family Office
Massachusetts
$290K
FWWM
514
Fiscal Wisdom Wealth Management
Connecticut
$290K
OCM
515
One Capital Management
California
$288K
FTC
516
Farmers Trust Company
Ohio
$287K
CIC
517
Carnegie Investment Counsel
Ohio
$277K
CWA
518
Clearview Wealth Advisors
Oregon
$276K
TWM
519
TCFG Wealth Management
California
$275K
OFO
520
OneAscent Family Office
Alabama
$275K
BH
521
Burk Holdings
Oklahoma
$274K
TWP
522
Tyche Wealth Partners
Texas
$273K
CFG
523
Carr Financial Group
Massachusetts
$273K
B
524
Bailard
California
$271K
GGS
525
Galvin Gaustad & Stein
Arizona
$270K