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Invesco S&P 500 Low Volatility ETF

762 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 249 reducing their positions, and 77 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $4.73B → $4.51B (-$226M)

2.07% less ownership

Funds ownership: 60.87%58.8% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
762
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
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
51
Ballast Inc
Kentucky
$14.5M
CAL
52
Capital Advisors Ltd
Ohio
$14.1M
Wellington Management Group
53
Wellington Management Group
Massachusetts
$13.4M
BBP
54
Banco BTG Pactual
Brazil
$13.2M
GS
55
GTS Securities
New York
$12.6M
JWA
56
JFS Wealth Advisors
Pennsylvania
$12M
BIA
57
Bell Investment Advisors
California
$11.7M
Corient Private Wealth
58
Corient Private Wealth
Florida
$11.6M
PA
59
PFG Advisors
Arizona
$11.5M
MML Investors Services
60
MML Investors Services
Massachusetts
$10.6M
SFS
61
Sowell Financial Services
Arkansas
$10.4M
MCM
62
MAI Capital Management
Ohio
$10.4M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$10.4M
HighTower Advisors
64
HighTower Advisors
Illinois
$10.2M
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$10.2M
DWMS
66
Dominguez Wealth Management Solutions
Virginia
$9.89M
ORC
67
O'Rourke & Company
Massachusetts
$9.86M
AWM
68
Atticus Wealth Management
Florida
$9.22M
NA
69
NewEdge Advisors
Louisiana
$9.08M
Creative Planning
70
Creative Planning
Kansas
$8.95M
Mariner
71
Mariner
Kansas
$8.86M
OWM
72
Opes Wealth Management
California
$8.53M
SFA
73
Sequoia Financial Advisors
Ohio
$8.37M
Truist Financial
74
Truist Financial
North Carolina
$8.18M
JGIA
75
Jackson Grant Investment Advisers
Connecticut
$7.72M