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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
10.11%
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
1
AdvisorShares Investments
Maryland
$54.5M
2
LPL Financial
2
LPL Financial
California
$310M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$190M
4
DWM
4
Dynasty Wealth Management
Florida
$38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$32.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$0
3
Bank of America
3
Bank of America
North Carolina
$502M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$251K
5
Morgan Stanley
5
Morgan Stanley
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
751
Clearstead Advisors
Ohio
$1.32K – – –
OLVIG
752
Oliver Lagore Vanvalin Investment Group
Michigan
$339 +$339 +5 New
MHR
753
Matthew Hamilton Rosenberg
$218 -$218 -3 -50%
SHF
754
Safe Harbor Fiduciary
Florida
$146 – – –
DJSG
755
D.J. St. Germain
Massachusetts
$32 – – –
APF
756
Alaska Permanent Fund
Alaska
– -$194M -2,664,644 Closed
LMIM
757
Lockheed Martin Investment Management
Maryland
– -$70.3M -941,500 Closed
FEG
758
Financial Enhancement Group
Indiana
– -$17.6M -244,232 Closed
SGI
759
Summit Global Investments
Utah
– -$14.8M -197,712 Closed
HSBC Holdings
760
HSBC Holdings
United Kingdom
– -$13.7M -185,271 Closed
MW
761
Marks Wealth
Maryland
– -$13.5M -180,830 Closed
EFG
762
Ethos Financial Group
Pennsylvania
– -$8.05M -114,955 Closed
NAG
763
Northstar Advisory Group
New Jersey
– -$7.15M -95,644 Closed
Renaissance Technologies
764
Renaissance Technologies
New York
– -$4.8M -64,300 Closed
RFA
765
Reyes Financial Architecture
California
– -$4.58M -61,297 Closed
FGA
766
Fortis Group Advisors
New Jersey
– -$4.29M -57,368 Closed
TI
767
Tidal Investments
Wisconsin
– -$3.71M -49,605 Closed
JWBC
768
John W. Brooker & Co
California
– -$2.77M -37,120 Closed
CP
769
Cumberland Partners
Ontario, Canada
– -$2.4M -32,175 Closed
TVAMP
770
Tennessee Valley Asset Management Partners
Tennessee
– -$2.22M -29,681 Closed
NWM
771
Napa Wealth Management
California
– -$2.14M -28,603 Closed
NCM
772
Novare Capital Management
North Carolina
– -$1.85M -24,817 Closed
PFG
773
PAX Financial Group
Texas
– -$1.73M -23,101 Closed
LAS
774
Lloyd Advisory Services
Georgia
– -$1.63M -21,831 Closed
TC
775
TownSquare Capital
Utah
– -$1.41M -18,893 Closed
29 30
31
32 33