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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 %
DBRC
601
D.B. Root & Company
Pennsylvania
$230K +$219 +3 +0.1%
AA
602
Apriem Advisors
California
$230K +$11.3K +155 +5%
First Trust Advisors
603
First Trust Advisors
Illinois
$230K +$230K +3,154 New
SPWM
604
Schrum Private Wealth Management
Florida
$229K -$27.5K -378 -11%
MFGM
605
Marshall Financial Group (Maryland)
Maryland
$229K -$52.4K -719 -19%
DA
606
Detalus Advisors
Missouri
$228K -$8.01K -110 -3%
WFA
607
Wellspring Financial Advisors
Ohio
$226K +$1.09K +15 +0.5%
BIG
608
Brooklyn Investment Group
New York
$224K +$218K +2,991 +3,287%
ST
609
Spinnaker Trust
Maine
$224K
BCP
610
Berkeley Capital Partners
Georgia
$223K -$135K -1,854 -38%
IAA
611
Independent Advisor Alliance
North Carolina
$223K +$223K +3,065 New
GI
612
Gradient Investments
Minnesota
$222K +$16K +220 +8%
WH
613
Whitcomb & Hess
Ohio
$220K -$15.5K -213 -7%
SC
614
Savant Capital
Illinois
$220K
SIG
615
Stonegate Investment Group
Alabama
$218K
BWP
616
Balboa Wealth Partners
Arizona
$218K
TB
617
Terril Brothers
Missouri
$218K +$218K +2,999 New
NA
618
Novus Advisors
South Carolina
$217K -$122K -1,677 -36%
FFB
619
First Financial Bankshares
Texas
$217K
LWM
620
Lodestone Wealth Management
Washington
$213K -$16.7K -229 -7%
CAL
621
Capital Analysts LLC
Pennsylvania
$212K +$2.18K +30 +1%
PA
622
Pineridge Advisors
Missouri
$210K -$2.69K -37 -1%
PCIA
623
Prime Capital Investment Advisors
Kansas
$210K -$101K -1,391 -33%
UWPG
624
Ullmann Wealth Partners Group
Florida
$209K
BCM
625
Beck Capital Management
Texas
$209K +$209K +2,870 New