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Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 reducing their positions, and 78 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
801
Newman Dignan & Sheerar Inc
Rhode Island
FTUS
802
Flow Traders U.S.
New York
CWMGP
803
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
HIP
804
HUB Investment Partners
Texas
GSC
805
Ground Swell Capital
South Carolina
MWPCG
806
Measured Wealth Private Client Group
New Hampshire
HOWA
807
Heritage Oak Wealth Advisors
Florida
SW
808
Simplicity Wealth
New Jersey
SWM
809
SFG Wealth Management
Maryland
IWB
810
Innovative Wealth Building
Maryland
USCWA
811
U.S. Capital Wealth Advisors
Texas
WAM
812
WealthTrust Asset Management
Florida
LIM
813
Leavell Investment Management
Alabama
4WM
814
49 Wealth Management
Texas
MC
815
Moors & Cabot
Massachusetts
TFP
816
Traction Financial Partners
Wyoming
QCM
817
QRG Capital Management
Illinois
LA
818
Latitude Advisors
Florida
MWM
819
Modern Wealth Management
Kansas
HSWS
820
Higgins & Schmidt Wealth Strategies
Colorado
FPAS
821
Focus Partners Advisor Solutions
Missouri
CSIA
822
Conrad Siegel Investment Advisors
Pennsylvania
RIA
823
Richwood Investment Advisors
Ohio
SP
824
SWS Partners
Ohio
HFS
825
Heritage Financial Services
Massachusetts