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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
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
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$9.42K
CWP
702
Concord Wealth Partners
Virginia
$9.04K
CTA
703
Colonial Trust Advisors
South Carolina
$8.89K
HIA
704
Harbor Investment Advisory
Maryland
$7.79K
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$7.5K
DPW
706
DiNuzzo Private Wealth
Pennsylvania
$7.35K
BWL
707
Bogart Wealth LLC
Virginia
$5.58K
KFI
708
Key Financial Inc
Pennsylvania
$4.67K
NC
709
North Capital
Utah
$4.56K
TSMHT
710
Thurston Springer Miller Herd & Titak
Indiana
$4.41K
SRCM
711
Signature Resources Capital Management
California
$4.4K
VWM
712
Vermillion Wealth Management
Minnesota
$4.29K
HWP
713
Highline Wealth Partners
California
$3.53K
PGAM
714
Princeton Global Asset Management
New Jersey
$1.76K
TRCT
715
Tower Research Capital (TRC)
New York
$1.47K
CA
716
Clearstead Advisors
Ohio
$1.34K
GA
717
Guerra Advisors
Florida
$1.1K
MHR
718
Matthew Hamilton Rosenberg
$220
KFPC
719
KERR FINANCIAL PLANNING Corp
California
$216
DJSG
720
D.J. St. Germain
Massachusetts
$32
AI
721
AdvisorShares Investments
Maryland
VAS
722
Vestmark Advisory Solutions
Massachusetts
PFM
723
Potomac Fund Management
Florida
Wellington Management Group
724
Wellington Management Group
Massachusetts
GS
725
GTS Securities
New York