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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M

Top Buyers

1
AI
AdvisorShares Investments
Maryland
$54.5M
2
LPL Financial
LPL Financial
California
$310M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$190M
4
DWM
Dynasty Wealth Management
Florida
$38M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
LMIM
Lockheed Martin Investment Management
Maryland
$0
3
Bank of America
Bank of America
North Carolina
$502M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$251K
5
Morgan Stanley
Morgan Stanley
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$13.4M +$13.4M +183,521 New
BBP
52
Banco BTG Pactual
Brazil
$13.2M +$837K +11,500 +7%
GS
53
GTS Securities
New York
$12.6M +$9.02M +123,855 +252%
JWA
54
JFS Wealth Advisors
Pennsylvania
$12M -$84.6K -1,162 -0.7%
BIA
55
Bell Investment Advisors
California
$11.7M +$700K +9,609 +6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$11.6M -$100K -1,376 -0.9%
PA
57
PFG Advisors
Arizona
$11.5M +$838K +11,510 +8%
MML Investors Services
58
MML Investors Services
Massachusetts
$10.6M +$3.95M +54,224 +60%
SFS
59
Sowell Financial Services
Arkansas
$10.4M -$3.74M -51,348 -26%
MCM
60
MAI Capital Management
Ohio
$10.4M +$702K +9,639 +7%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$10.4M +$8.19M +112,440 +371%
HighTower Advisors
62
HighTower Advisors
Illinois
$10.2M +$606K +8,324 +6%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$10.2M – – –
DWMS
64
Dominguez Wealth Management Solutions
Virginia
$9.89M +$573K +7,866 +6%
ORC
65
O'Rourke & Company
Massachusetts
$9.86M +$23.6K +324 +0.2%
AWM
66
Atticus Wealth Management
Florida
$9.22M +$1.6M +21,925 +21%
NA
67
NewEdge Advisors
Louisiana
$9.08M -$6.62M -90,946 -42%
Creative Planning
68
Creative Planning
Kansas
$8.95M -$555K -7,624 -6%
Mariner
69
Mariner
Kansas
$8.86M +$343K +4,705 +4%
OWM
70
Opes Wealth Management
California
$8.53M +$429K +5,886 +5%
SFA
71
Sequoia Financial Advisors
Ohio
$8.37M -$4.14M -56,826 -33%
Truist Financial
72
Truist Financial
North Carolina
$8.18M +$199K +2,731 +2%
JGIA
73
Jackson Grant Investment Advisers
Connecticut
$7.72M +$38.4K +528 +0.5%
GWM
74
Geneos Wealth Management
Colorado
$7.71M -$7.34M -100,749 -49%
NP
75
Nilsine Partners
Colorado
$7.54M -$3.05M -41,943 -29%
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