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Invesco S&P 500 Low Volatility ETF

759 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 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:

2.42% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
759
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CAL
51
Capital Advisors Ltd
Ohio
$14.1M
Wellington Management Group
52
Wellington Management Group
Massachusetts
$13.4M
BBP
53
Banco BTG Pactual
Brazil
$13.2M
GS
54
GTS Securities
New York
$12.6M
JWA
55
JFS Wealth Advisors
Pennsylvania
$12M
BIA
56
Bell Investment Advisors
California
$11.7M
Corient Private Wealth
57
Corient Private Wealth
Florida
$11.6M
PA
58
PFG Advisors
Arizona
$11.5M
MML Investors Services
59
MML Investors Services
Massachusetts
$10.6M
SFS
60
Sowell Financial Services
Arkansas
$10.4M
MCM
61
MAI Capital Management
Ohio
$10.4M
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$10.4M
HighTower Advisors
63
HighTower Advisors
Illinois
$10.2M
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$10.2M
DWMS
65
Dominguez Wealth Management Solutions
Virginia
$9.89M
ORC
66
O'Rourke & Company
Massachusetts
$9.86M
AWM
67
Atticus Wealth Management
Florida
$9.22M
NA
68
NewEdge Advisors
Louisiana
$9.08M
Creative Planning
69
Creative Planning
Kansas
$8.95M
Mariner
70
Mariner
Kansas
$8.86M
OWM
71
Opes Wealth Management
California
$8.53M
SFA
72
Sequoia Financial Advisors
Ohio
$8.37M
Truist Financial
73
Truist Financial
North Carolina
$8.18M
JGIA
74
Jackson Grant Investment Advisers
Connecticut
$7.72M
GWM
75
Geneos Wealth Management
Colorado
$7.71M