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Invesco S&P 500 Low Volatility ETF

730 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 281 reducing their positions, and 67 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 ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 281

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
576
Diversified Trust
Tennessee
$227K
JJBC
577
James J. Burns & Company
New York
$226K
SPWM
578
Schrum Private Wealth Management
Florida
$225K
DBRC
579
D.B. Root & Company
Pennsylvania
$223K
PFBT
580
Parkside Financial Bank & Trust
Missouri
$223K
BAM
581
Belpointe Asset Management
Nevada
$223K
CWA
582
Clearview Wealth Advisors
Oregon
$222K
WH
583
Whitcomb & Hess
Ohio
$221K
DA
584
Detalus Advisors
Missouri
$221K
OFS
585
Opus Financial Solutions
Illinois
$219K
ST
586
Spinnaker Trust
Maine
$218K
CSP
587
Cary Street Partners
Virginia
$215K
RMC
588
Ring Mountain Capital
California
$215K
WFAG
589
Worth Financial Advisory Group
North Carolina
$215K
AA
590
Apriem Advisors
California
$214K
BWP
591
Balboa Wealth Partners
Arizona
$214K
FFB
592
First Financial Bankshares
Texas
$213K
GI
593
GAMMA Investing
California
$209K
AWM
594
Apex Wealth Management
New Hampshire
$209K
CAL
595
Capital Analysts LLC
Pennsylvania
$208K
WCM
596
Winebrenner Capital Management
Kentucky
$208K
MFP
597
Meridian Financial Partners
Virginia
$205K
AP
598
Appleton Partners
Massachusetts
$204K
IAA
599
Independent Advisor Alliance
North Carolina
$204K
LWM
600
Lodestone Wealth Management
Washington
$204K