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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$277K
CFG
552
Carr Financial Group
Massachusetts
$277K
CIC
553
Carnegie Investment Counsel
Ohio
$275K
Empower Advisory Group
554
Empower Advisory Group
Colorado
$273K
OFO
555
OneAscent Family Office
Alabama
$272K
LWM
556
Lionshead Wealth Management
New York
$271K
RBFC
557
Roman Butler Fullerton & Co
Missouri
$271K
TWP
558
Tyche Wealth Partners
Texas
$271K
B
559
Bailard
California
$269K
GGS
560
Galvin Gaustad & Stein
Arizona
$267K
TWM
561
TCFG Wealth Management
California
$267K
BWA
562
BlueChip Wealth Advisors
Georgia
$266K
FCM
563
Fogel Capital Management
Florida
$266K
FCH
564
Freestone Capital Holdings
Washington
$265K
FWP
565
Falcon Wealth Planning
California
$265K
STA
566
Smith Thornton Advisors
Alabama
$263K
FFG
567
Fiduciary Financial Group
California
$262K
GWM
568
Gibbs Wealth Management
Georgia
$260K
CF
569
Centaurus Financial
California
$258K
APW
570
Atlantic Private Wealth
North Carolina
$258K
IP
571
Intellectus Partners
California
$258K
FPCP
572
Fort Point Capital Partners
California
$256K
AWM
573
Apollon Wealth Management
South Carolina
$255K
MIM
574
Merrion Investment Management
New Jersey
$255K
MWAM
575
Manhattan West Asset Management
California
$255K