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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 %
SW
801
Simplicity Wealth
New Jersey
– -$260K -3,482 Closed
SWM
802
SFG Wealth Management
Maryland
– -$248K -3,322 Closed
IWB
803
Innovative Wealth Building
Maryland
– -$247K -3,303 Closed
USCWA
804
U.S. Capital Wealth Advisors
Texas
– -$244K -3,260 Closed
WAM
805
WealthTrust Asset Management
Florida
– -$218K -2,923 Closed
LIM
806
Leavell Investment Management
Alabama
– -$213K -2,844 Closed
4WM
807
49 Wealth Management
Texas
– -$212K -2,834 Closed
MC
808
Moors & Cabot
Massachusetts
– -$210K -2,812 Closed
TFP
809
Traction Financial Partners
Wyoming
– -$206K -2,761 Closed
QCM
810
QRG Capital Management
Illinois
– -$206K -2,757 Closed
LA
811
Latitude Advisors
Florida
– -$205K -2,744 Closed
MWM
812
Modern Wealth Management
Kansas
– -$204K -2,735 Closed
HSWS
813
Higgins & Schmidt Wealth Strategies
Colorado
– -$204K -2,726 Closed
FPAS
814
Focus Partners Advisor Solutions
Missouri
– -$204K -2,724 Closed
CSIA
815
Conrad Siegel Investment Advisors
Pennsylvania
– -$203K -2,713 Closed
RIA
816
Richwood Investment Advisors
Ohio
– -$201K -2,694 Closed
SP
817
SWS Partners
Ohio
– -$201K -2,685 Closed
HFS
818
Heritage Financial Services
Massachusetts
– -$201K -2,684 Closed
JWM
819
JPL Wealth Management
Colorado
– -$200K -2,680 Closed
BA
820
Bristlecone Advisors
Washington
– -$114K -1,529 Closed
GJIA
821
Glass Jacobson Investment Advisors
Maryland
– -$56.9K -813 Closed
QCG
822
Quadrant Capital Group
Ohio
– -$53.3K -713 Closed
MAS
823
MPWM Advisory Solutions
Georgia
– -$26.2K -350 Closed
LRWM
824
Lord & Richards Wealth Management
Colorado
– -$22.4K -300 Closed
GAG
825
Goodman Advisory Group
Massachusetts
– -$22.4K -300 Closed
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