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Invesco S&P 500 Low Volatility ETF

740 hedge funds and large institutions have $4.27B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 283 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less capital invested

Capital invested by funds: $4.6B → $4.27B (-$323M)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
740
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
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$13.4M
CAL
52
Capital Advisors Ltd
Ohio
$12.3M
BI
53
Ballast Inc
Kentucky
$12.1M
SC
54
Sykon Capital
New York
$11.9M
JWA
55
JFS Wealth Advisors
Pennsylvania
$11.7M
BIA
56
Bell Investment Advisors
California
$11.6M
PMAM
57
Picton Mahoney Asset Management
Ontario, Canada
$11.5M
DWMS
58
Dominguez Wealth Management Solutions
Virginia
$11.1M
NP
59
Nilsine Partners
Colorado
$10.9M
MCM
60
MAI Capital Management
Ohio
$10.4M
MGIA
61
Matthew Goff Investment Advisor
Texas
$10.2M
AWM
62
Atticus Wealth Management
Florida
$9.92M
NA
63
NewEdge Advisors
Louisiana
$9.92M
ORC
64
O'Rourke & Company
Massachusetts
$9.81M
HighTower Advisors
65
HighTower Advisors
Illinois
$9.69M
Jane Street
66
Jane Street
New York
$9.64M
Creative Planning
67
Creative Planning
Kansas
$9.43M
TCM
68
Traynor Capital Management
Pennsylvania
$9.28M
GWM
69
Geneos Wealth Management
Colorado
$8.67M
Mariner
70
Mariner
Kansas
$8.67M
OWM
71
Opes Wealth Management
California
$8.66M
JGIA
72
Jackson Grant Investment Advisers
Connecticut
$7.99M
Truist Financial
73
Truist Financial
North Carolina
$7.89M
AWE
74
Avidian Wealth Enterprises
Texas
$7.83M
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$7.44M