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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
BWM
701
Bernard Wealth Management
Michigan
$15K
1L
702
10Elms LLP
Oklahoma
$14.9K
OC
703
Optima Capital
Oregon
$14.8K
GCM
704
Gables Capital Management
Florida
$14.7K
BLC
705
Brown, Lisle/Cummings
Rhode Island
$14.5K
UFPG
706
United Financial Planning Group
New York
$14.3K
FW
707
Fairway Wealth
Ohio
$14.1K
SMFG
708
Sumitomo Mitsui Financial Group
Japan
$14K
WPA
709
Wealth Preservation Advisors
Tennessee
$13.2K
NSIM
710
North Star Investment Management
Illinois
$12.1K
CIA
711
Cape Investment Advisory
Georgia
$11.5K
CA
712
Crewe Advisors
Utah
$10.6K
CCC
713
Chelsea Counsel Company
California
$10.5K
MA
714
MCF Advisors
Kentucky
$10K
GFA
715
Godfrey Financial Associates
New York
$9.36K
CWP
716
Concord Wealth Partners
Virginia
$8.79K
CTA
717
Colonial Trust Advisors
South Carolina
$8.64K
AUB
718
Atlantic Union Bankshares
Virginia
$8.5K
HIA
719
Harbor Investment Advisory
Maryland
$7.57K
RA
720
Ransom Advisory
Rhode Island
$7.5K
LWMI
721
Legacy Wealth Management (Idaho)
Idaho
$7.29K
DPW
722
DiNuzzo Private Wealth
Pennsylvania
$7.14K
GAMC
723
Garner Asset Management Corp
Texas
$7.14K
CPG
724
Cornerstone Planning Group
New Jersey
$6.84K
WETS
725
Wealth Enhancement Trust Services
South Dakota
$5.64K