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Invesco S&P 500 Low Volatility ETF

730 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, 220 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: 220 | Existing positions reduced: 281

Holders
730
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
Citigroup
76
Citigroup
New York
$7.28M
HWM
77
HB Wealth Management
Georgia
$7.2M
FPB
78
First PREMIER Bank
South Dakota
$6.81M
FFG
79
Fortune Financial Group
Florida
$6.67M
SFWC
80
Strategic Family Wealth Counselors
New Jersey
$6.24M
AF
81
Allworth Financial
California
$6.11M
AFTS
82
American Financial & Tax Strategies
New York
$5.98M
BBP
83
Banco BTG Pactual
Brazil
$5.96M
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$5.89M
PAS
85
Park Avenue Securities
New York
$5.76M
MML Investors Services
86
MML Investors Services
Massachusetts
$5.76M
PFA
87
Petra Financial Advisors
Colorado
$5.71M
EFS
88
Essex Financial Services
Connecticut
$5.66M
CRC
89
Curi RMB Capital
Illinois
$5.53M
TA
90
TKG Advisors
Indiana
$5.2M
GT
91
Glenmede Trust
Pennsylvania
$5.18M
SW
92
SteelPeak Wealth
California
$5M
VFS
93
Valpey Financial Services
New Hampshire
$4.96M
AWAU
94
Alliance Wealth Advisors (Utah)
Utah
$4.87M
FTS
95
Fifth Third Securities
Ohio
$4.83M
PWMG
96
Pinnacle Wealth Management Group
Michigan
$4.82M
CTWM
97
Cherry Tree Wealth Management
Minnesota
$4.78M
CIA
98
Concurrent Investment Advisors
Florida
$4.76M
TF
99
Trek Financial
Arizona
$4.73M
CAM
100
Cozad Asset Management
Illinois
$4.71M