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Invesco S&P 500 Low Volatility ETF

740 hedge funds and large institutions have $4.27B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 283 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less capital invested

Capital invested by funds: $4.6B → $4.27B (-$323M)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
Neuberger Berman Group
576
Neuberger Berman Group
New York
$230K
SAW
577
Signal Advisors Wealth
Michigan
$230K
HSA
578
HBK Sorce Advisory
Pennsylvania
$230K
WCP
579
Wealthcare Capital Partners
Pennsylvania
$228K
HC
580
Hurley Capital
New York
$228K
NB
581
Northwest Bancshares
Pennsylvania
$227K
DT
582
Diversified Trust
Tennessee
$227K
JJBC
583
James J. Burns & Company
New York
$226K
SPWM
584
Schrum Private Wealth Management
Florida
$225K
DBRC
585
D.B. Root & Company
Pennsylvania
$223K
PFBT
586
Parkside Financial Bank & Trust
Missouri
$223K
BAM
587
Belpointe Asset Management
Nevada
$223K
CWA
588
Clearview Wealth Advisors
Oregon
$222K
WH
589
Whitcomb & Hess
Ohio
$221K
DA
590
Detalus Advisors
Missouri
$221K
OFS
591
Opus Financial Solutions
Illinois
$219K
ST
592
Spinnaker Trust
Maine
$218K
CSP
593
Cary Street Partners
Virginia
$215K
RMC
594
Ring Mountain Capital
California
$215K
WFAG
595
Worth Financial Advisory Group
North Carolina
$215K
AA
596
Apriem Advisors
California
$214K
BWP
597
Balboa Wealth Partners
Arizona
$214K
FFB
598
First Financial Bankshares
Texas
$213K
GI
599
GAMMA Investing
California
$209K
AWM
600
Apex Wealth Management
New Hampshire
$209K