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Invesco S&P 500 Low Volatility ETF

730 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 281 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 ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 281

Holders
730
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
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$12.2M
BI
52
Ballast Inc
Kentucky
$12.1M
SC
53
Sykon Capital
New York
$11.9M
JWA
54
JFS Wealth Advisors
Pennsylvania
$11.7M
BIA
55
Bell Investment Advisors
California
$11.6M
PMAM
56
Picton Mahoney Asset Management
Ontario, Canada
$11.5M
DWMS
57
Dominguez Wealth Management Solutions
Virginia
$11.1M
NP
58
Nilsine Partners
Colorado
$10.9M
MCM
59
MAI Capital Management
Ohio
$10.4M
MGIA
60
Matthew Goff Investment Advisor
Texas
$10.2M
AWM
61
Atticus Wealth Management
Florida
$9.92M
NA
62
NewEdge Advisors
Louisiana
$9.92M
ORC
63
O'Rourke & Company
Massachusetts
$9.81M
HighTower Advisors
64
HighTower Advisors
Illinois
$9.69M
Jane Street
65
Jane Street
New York
$9.64M
Creative Planning
66
Creative Planning
Kansas
$9.43M
TCM
67
Traynor Capital Management
Pennsylvania
$9.28M
GWM
68
Geneos Wealth Management
Colorado
$8.67M
Mariner
69
Mariner
Kansas
$8.67M
OWM
70
Opes Wealth Management
California
$8.66M
JGIA
71
Jackson Grant Investment Advisers
Connecticut
$7.99M
Truist Financial
72
Truist Financial
North Carolina
$7.89M
AWE
73
Avidian Wealth Enterprises
Texas
$7.83M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$7.44M
SFA
75
Sequoia Financial Advisors
Ohio
$7.36M