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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$62.9M
2
LPL Financial
LPL Financial
California
+$44.3M
3
Ameriprise
Ameriprise
Minnesota
+$35.6M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$31.2M
5
FEG
Financial Enhancement Group
Indiana
+$17.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$139M
2
Morgan Stanley
Morgan Stanley
New York
-$125M
3
MFG
Merit Financial Group
Georgia
-$88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$60.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
601
Carnegie Investment Counsel
Ohio
$236K +$2.07K +30 +0.9%
DBRC
602
D.B. Root & Company
Pennsylvania
$236K +$224 +3 +0.1%
LWM
603
Lodestone Wealth Management
Washington
$236K +$2.54K +34 +1%
SAM
604
Smartleaf Asset Management
Massachusetts
$233K +$18.9K +256 +9%
WFA
605
Wellspring Financial Advisors
Ohio
$231K -$508K -6,801 -69%
ST
606
Spinnaker Trust
Maine
$230K – – –
T
607
Transce3nd
Texas
$230K -$6.5K -87 -3%
TWM
608
TCFG Wealth Management
California
$229K +$149 +2 +0.1%
CWP
609
Cyndeo Wealth Partners
Florida
$226K +$971 +13 +0.4%
SC
610
Savant Capital
Illinois
$225K -$72.5K -971 -24%
AA
611
Apriem Advisors
California
$224K -$1.35K -18 -0.6%
SIG
612
Stonegate Investment Group
Alabama
$224K – – –
BWP
613
Balboa Wealth Partners
Arizona
$224K – – –
FFB
614
First Financial Bankshares
Texas
$223K – – –
AP
615
Appleton Partners
Massachusetts
$219K -$28.7K -385 -12%
PA
616
Pineridge Advisors
Missouri
$219K +$5.08K +68 +2%
WAM
617
WealthTrust Asset Management
Florida
$218K – – –
CI
618
CX Institutional
Indiana
$217K +$217K +2,902 New
CAL
619
Capital Analysts LLC
Pennsylvania
$215K +$6.79K +91 +3%
UWPG
620
Ullmann Wealth Partners Group
Florida
$215K – – –
LIM
621
Leavell Investment Management
Alabama
$213K +$213K +2,844 New
4WM
622
49 Wealth Management
Texas
$212K -$184K -2,465 -47%
GI
623
GAMMA Investing
California
$212K +$16.8K +225 +9%
GI
624
Gradient Investments
Minnesota
$211K -$89.4K -1,196 -30%
MC
625
Moors & Cabot
Massachusetts
$210K +$210K +2,812 New
23 24
25
26 27