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Invesco S&P 500 Low Volatility ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OFO
551
OneAscent Family Office
Alabama
$272K
LWM
552
Lionshead Wealth Management
New York
$271K +$4.37K +60 +2%
RBFC
553
Roman Butler Fullerton & Co
Missouri
$271K +$885 +12 +0.3%
TWP
554
Tyche Wealth Partners
Texas
$271K
B
555
Bailard
California
$269K -$6.04K -83 -2%
GGS
556
Galvin Gaustad & Stein
Arizona
$267K
TWM
557
TCFG Wealth Management
California
$267K +$44.3K +609 +20%
BWA
558
BlueChip Wealth Advisors
Georgia
$266K
FCM
559
Fogel Capital Management
Florida
$266K +$266K +3,650 New
FCH
560
Freestone Capital Holdings
Washington
$265K +$4.37K +60 +2%
FWP
561
Falcon Wealth Planning
California
$265K
STA
562
Smith Thornton Advisors
Alabama
$263K
FFG
563
Fiduciary Financial Group
California
$262K
GWM
564
Gibbs Wealth Management
Georgia
$260K +$260K +3,572 New
CF
565
Centaurus Financial
California
$258K -$864K -11,887 -77%
APW
566
Atlantic Private Wealth
North Carolina
$258K +$218 +3 +0.1%
IP
567
Intellectus Partners
California
$258K +$364 +5 +0.1%
FPCP
568
Fort Point Capital Partners
California
$256K +$73 +1 +0%
AWM
569
Apollon Wealth Management
South Carolina
$255K +$16.5K +227 +7%
MIM
570
Merrion Investment Management
New Jersey
$255K
MWAM
571
Manhattan West Asset Management
California
$255K
HA
572
HFG Advisors
Ohio
$255K
RP
573
Regal Partners
Australia
$255K +$255K +3,500 New
ESB
574
Essex Savings Bank
Connecticut
$254K
T
575
Transce3nd
Texas
$253K +$29.3K +403 +13%