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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$54.5M
2
LPL Financial
2
LPL Financial
California
$310M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$190M
4
DWM
4
Dynasty Wealth Management
Florida
$38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$32.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$0
3
Bank of America
3
Bank of America
North Carolina
$502M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$251K
5
Morgan Stanley
5
Morgan Stanley
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGSD
526
Compass Financial Group (South Dakota)
South Dakota
$313K +$1.53K +21 +0.5%
ALA
527
Atlas Legacy Advisors
California
$313K -$9.1K -125 -3%
Northern Trust
528
Northern Trust
Illinois
$310K -$115K -1,586 -27%
CWM
529
Congress Wealth Management
Massachusetts
$310K -$10.6K -145 -3%
ZF
530
Zhang Financial
Michigan
$308K -$195K -2,678 -39%
BFA
531
Beacon Financial Advisory
Ohio
$304K +$583 +8 +0.2%
GS
532
GWN Securities
Florida
$300K -$1.49M -20,444 -83%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$297K -$218 -3 -0.1%
CPA
534
Capital Performance Advisors
California
$294K +$1.17K +16 +0.4%
CCM
535
Coldstream Capital Management
Washington
$293K +$293K +4,021 New
NB
536
NBT Bank
New York
$292K – – –
KIA
537
KCM Investment Advisors
California
$291K +$291K +3,996 New
Wealthfront Advisers
538
Wealthfront Advisers
California
$290K +$7.79K +107 +3%
BFO
539
Boston Family Office
Massachusetts
$287K +$364 +5 +0.1%
WFAG
540
Worth Financial Advisory Group
North Carolina
$287K – – –
WA
541
Wambolt & Associates
Colorado
$287K – – –
CWA
542
Clearview Wealth Advisors
Oregon
$284K -$874 -12 -0.3%
FTC
543
Farmers Trust Company
Ohio
$284K – – –
BCA
544
Bay Colony Advisors
Massachusetts
$283K +$283K +3,888 New
MIM
545
Moseley Investment Management
Florida
$282K – – –
CIBC World Market
546
CIBC World Market
Ontario, Canada
$282K +$5.39K +74 +2%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$277K -$77.7K -1,067 -22%
CFG
548
Carr Financial Group
Massachusetts
$277K +$73 +1 +0%
CIC
549
Carnegie Investment Counsel
Ohio
$275K +$25.1K +344 +10%
Empower Advisory Group
550
Empower Advisory Group
Colorado
$273K +$3.79K +52 +1%
20 21
22
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