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Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

1% more funds holding

Funds holding: 749754 (+5)

0% less capital invested

Capital invested by funds: $4.29B → $4.28B (-$883K)

0.91% less ownership

Funds ownership: 59.13%58.23% (-0.91%)

15% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 266

81% less call options, than puts

Call options by funds: $958K | Put options by funds: $4.95M

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
9.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.31%
New
85
Increased
225
Reduced
266
Closed
60
Calls
$958K
Puts
$4.95M
Net Calls
-$3.99M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Belpointe Asset Management
Nevada
$278K +$50.5K +682 +22%
X
527
Xponance
Pennsylvania
$276K +$29.8K +402 +12%
VA
528
Valmark Advisers
Ohio
$276K -$42.5K -573 -13%
SP
529
Sequent Planning
Nebraska
$276K -$45.8K -618 -14%
TWM
530
TCFG Wealth Management
California
$274K +$36.4K +491 +15%
TIA
531
TCFG Investment Advisors
California
$274K +$277K +3,744 New
RBFC
532
Roman Butler Fullerton & Co
Missouri
$274K +$741 +10 +0.3%
OFO
533
OneAscent Family Office
Alabama
$273K
TWP
534
Tyche Wealth Partners
Texas
$272K
WWM
535
Woodside Wealth Management
Massachusetts
$272K -$278K -3,750 -50%
CIC
536
Carnegie Investment Counsel
Ohio
$271K -$5.11K -69 -2%
SIAG
537
Safeguard Investment Advisory Group
California
$270K +$63.3K +855 +30%
CF
538
Centaurus Financial
California
$270K +$25.9K +349 +10%
OCM
539
One Capital Management
California
$270K
GGS
540
Galvin Gaustad & Stein
Arizona
$268K
FCM
541
Fogel Capital Management
Florida
$267K
FWP
542
Falcon Wealth Planning
California
$266K -$2.07K -28 -0.8%
CFG
543
Carr Financial Group
Massachusetts
$265K -$6.96K -94 -3%
STA
544
Smith Thornton Advisors
Alabama
$264K
SSWM
545
Smith Salley Wealth Management
North Carolina
$264K -$504K -6,799 -65%
FFG
546
Fiduciary Financial Group
California
$262K
EFA
547
Evernest Financial Advisors
Indiana
$260K +$1.41K +19 +0.5%
WCM
548
Winebrenner Capital Management
Kentucky
$260K +$47.8K +645 +22%
APW
549
Atlantic Private Wealth
North Carolina
$259K
KIA
550
KCM Investment Advisors
California
$259K