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Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 reducing their positions, and 78 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HS
526
Horan Securities
United States
$316K
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$316K
BWP
528
BSW Wealth Partners
Colorado
$316K
CFS
529
CRA Financial Services
New Jersey
$314K
CFGSD
530
Compass Financial Group (South Dakota)
South Dakota
$313K
ALA
531
Atlas Legacy Advisors
California
$313K
Northern Trust
532
Northern Trust
Illinois
$310K
CWM
533
Congress Wealth Management
Massachusetts
$310K
ZF
534
Zhang Financial
Michigan
$308K
BFA
535
Beacon Financial Advisory
Ohio
$304K
GS
536
GWN Securities
Florida
$300K
TIAA Trust, National Association
537
TIAA Trust, National Association
North Carolina
$297K
CPA
538
Capital Performance Advisors
California
$294K
CCM
539
Coldstream Capital Management
Washington
$293K
NB
540
NBT Bank
New York
$292K
KIA
541
KCM Investment Advisors
California
$291K
Wealthfront Advisers
542
Wealthfront Advisers
California
$290K
BFO
543
Boston Family Office
Massachusetts
$287K
WFAG
544
Worth Financial Advisory Group
North Carolina
$287K
WA
545
Wambolt & Associates
Colorado
$287K
CWA
546
Clearview Wealth Advisors
Oregon
$284K
FTC
547
Farmers Trust Company
Ohio
$284K
BCA
548
Bay Colony Advisors
Massachusetts
$283K
MIM
549
Moseley Investment Management
Florida
$282K
CIBC World Market
550
CIBC World Market
Ontario, Canada
$282K