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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 %
GFG
776
Greystone Financial Group
Michigan
– -$1.1M -14,777 Closed
FTA
777
Financial & Tax Architects
Missouri
– -$1.06M -14,153 Closed
LCM
778
Lunt Capital Management
Utah
– -$1.05M -13,987 Closed
SIM
779
Synergy Investment Management
Florida
– -$734K -9,827 Closed
CAS
780
Coppell Advisory Solutions
Texas
– -$875K -9,236 Closed
ECA
781
Elevation Capital Advisory
Oregon
– -$622K -8,321 Closed
QC
782
Quadrature Capital
United Kingdom
– -$504K -6,747 Closed
RAG
783
RIA Advisory Group
Iowa
– -$489K -6,550 Closed
FA
784
Flagstar Advisors
New York
– -$456K -6,098 Closed
FAM
785
Flaharty Asset Management
Florida
– -$442K -5,920 Closed
BOSSRA
786
B.O.S.S. Retirement Advisors
Utah
– -$435K -5,816 Closed
KCM
787
Kendall Capital Management
Maryland
– -$427K -5,720 Closed
WA
788
Win Advisors
Florida
– -$416K -5,566 Closed
NCFG
789
New Century Financial Group
New Jersey
– -$395K -5,290 Closed
GPWM
790
Grant Private Wealth Management
California
– -$331K -4,428 Closed
IC
791
IEQ Capital
California
– -$326K -4,367 Closed
EWM
792
EPG Wealth Management
Georgia
– -$308K -4,119 Closed
MCCA
793
Mill Creek Capital Advisors
Pennsylvania
– -$301K -4,034 Closed
NDSI
794
Newman Dignan & Sheerar Inc
Rhode Island
– -$301K -4,028 Closed
FTUS
795
Flow Traders U.S.
New York
– -$286K -3,822 Closed
CWMGP
796
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$284K -3,803 Closed
HIP
797
HUB Investment Partners
Texas
– -$282K -3,779 Closed
GSC
798
Ground Swell Capital
South Carolina
– -$280K -3,746 Closed
MWPCG
799
Measured Wealth Private Client Group
New Hampshire
– -$280K -3,746 Closed
HOWA
800
Heritage Oak Wealth Advisors
Florida
– -$264K -3,532 Closed
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