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Invesco S&P 500 Low Volatility ETF

749 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 222 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.14% more ownership

Funds ownership: 58%59.13% (+1.1%)

7% less capital invested

Capital invested by funds: $4.6B → $4.29B (-$314M)

22% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 283

Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
RMC
601
Ring Mountain Capital
California
$215K
WFAG
602
Worth Financial Advisory Group
North Carolina
$215K
AA
603
Apriem Advisors
California
$214K
BWP
604
Balboa Wealth Partners
Arizona
$214K
FFB
605
First Financial Bankshares
Texas
$213K
GI
606
GAMMA Investing
California
$209K
AWM
607
Apex Wealth Management
New Hampshire
$209K
CAL
608
Capital Analysts LLC
Pennsylvania
$208K
WCM
609
Winebrenner Capital Management
Kentucky
$208K
MFP
610
Meridian Financial Partners
Virginia
$205K
AP
611
Appleton Partners
Massachusetts
$204K
IAA
612
Independent Advisor Alliance
North Carolina
$204K
LWM
613
Lodestone Wealth Management
Washington
$204K
SIAG
614
Safeguard Investment Advisory Group
California
$203K
LFG
615
Larson Financial Group
Missouri
$202K
RIA
616
Richwood Investment Advisors
Ohio
$202K
BF
617
BOK Financial
Oklahoma
$179K
RIA
618
Realta Investment Advisors
Delaware
$173K
DT
619
DV Trading
Illinois
$171K
BTI
620
Blue Trust Inc
Georgia
$171K
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$169K
SWM
622
Spire Wealth Management
Virginia
$168K
Russell Investments Group
623
Russell Investments Group
United Kingdom
$164K
AIC
624
Archer Investment Corporation
Indiana
$157K
BFPW
625
BOK Financial Private Wealth
Colorado
$156K