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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
$572M
2
LPL Financial
LPL Financial
California
$268M
3
Ameriprise
Ameriprise
Minnesota
$119M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$43.3M
5
FEG
Financial Enhancement Group
Indiana
$17.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$194M
2
Morgan Stanley
Morgan Stanley
New York
$495M
3
MFG
Merit Financial Group
Georgia
$41.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
51
Summit Global Investments
Utah
$14.8M +$14.8M +197,712 New
BI
52
Ballast Inc
Kentucky
$14.7M +$124K +1,664 +0.9%
SFS
53
Sowell Financial Services
Arkansas
$14.5M +$3.85M +51,486 +36%
CAL
54
Capital Advisors Ltd
Ohio
$14.1M -$190K -2,544 -1%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$13.7M +$1.08M +14,490 +8%
MW
56
Marks Wealth
Maryland
$13.5M +$12.9M +172,639 +2,108%
SFA
57
Sequoia Financial Advisors
Ohio
$12.8M -$3.62M -48,495 -22%
BBP
58
Banco BTG Pactual
Brazil
$12.7M +$1.78M +23,876 +16%
JWA
59
JFS Wealth Advisors
Pennsylvania
$12.4M -$80.8K -1,081 -0.6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$6.95K -93 -0.1%
Corient Private Wealth
61
Corient Private Wealth
Florida
$12M +$3.33M +44,529 +38%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$11.7M +$4.27M +57,882 +57%
Two Sigma Investments
63
Two Sigma Investments
New York
$11.7M +$11.7M +156,500 New
FIA
64
Foundations Investment Advisors
Arizona
$11.5M +$9.05M +121,135 +373%
BIA
65
Bell Investment Advisors
California
$11.3M -$42.5K -569 -0.4%
GM
66
GeoWealth Management
Illinois
$11.3M -$118K -1,579 -1%
PA
67
PFG Advisors
Arizona
$10.9M +$7.19M +96,276 +192%
NP
68
Nilsine Partners
Colorado
$10.9M +$638K +8,537 +6%
RSWM
69
Robertson Stephens Wealth Management
California
$10.8M +$10.5M +139,960 +3,299%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$10.5M +$10.5M +140,000 New
PFA
71
Petra Financial Advisors
Colorado
$10.3M +$5.28M +70,679 +106%
ORC
72
O'Rourke & Company
Massachusetts
$10.1M -$18.5K -247 -0.2%
MCM
73
MAI Capital Management
Ohio
$9.99M +$228K +3,047 +2%
HighTower Advisors
74
HighTower Advisors
Illinois
$9.84M -$889K -11,900 -8%
Creative Planning
75
Creative Planning
Kansas
$9.75M +$1.42M +19,064 +17%
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