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Invesco S&P 500 Low Volatility ETF

728 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 218 increasing their positions, 281 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 ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 281

Holders
728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
CA
726
Clearstead Advisors
Ohio
$1.31K
KFP
727
Kerr Financial Planning
California
$440
MHR
728
Matthew Hamilton Rosenberg
$214
SHF
729
Safe Harbor Fiduciary
Florida
$143
DJSG
730
D.J. St. Germain
Massachusetts
$32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
731
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
CC
732
Cartenna Capital
Connecticut
Adage Capital Partners
733
Adage Capital Partners
Massachusetts
LHWM
734
Lake Hills Wealth Management
Texas
DC
735
Diametric Capital
Massachusetts
AAS
736
Asset Allocation Strategies
Michigan
Walleye Capital
737
Walleye Capital
New York
BFM
738
Boothbay Fund Management
New York
PWM
739
Peterson Wealth Management
Nevada
VA
740
VestGen Advisors
Illinois
SFSG
741
Sound Financial Strategies Group
Mississippi
PCM
742
Prelude Capital Management
New York
CPRC
743
Consolidated Portfolio Review Corp
New York
SWP
744
Sagespring Wealth Partners
Tennessee
PFA
745
Pinnacle Family Advisors
Missouri
Simplex Trading
746
Simplex Trading
Illinois
BJL
747
Brighton Jones LLC
Washington
WAS
748
WESPAC Advisors SoCal
California
RCA
749
Runnymede Capital Advisors
Ohio
Kovitz Investment Group Partners
750
Kovitz Investment Group Partners
Illinois