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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
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
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$8.73M
Truist Financial
77
Truist Financial
North Carolina
$8.52M
JGIA
78
Jackson Grant Investment Advisers
Connecticut
$8.17M
SFA
79
Sequoia Financial Advisors
Ohio
$7.98M
AWE
80
Avidian Wealth Enterprises
Texas
$7.82M
FWA
81
FSC Wealth Advisors
New York
$7.59M
GWM
82
Geneos Wealth Management
Colorado
$7.53M
HWM
83
HB Wealth Management
Georgia
$7.42M
FPB
84
First PREMIER Bank
South Dakota
$7.05M
TF
85
Trek Financial
Arizona
$6.85M
AFTS
86
American Financial & Tax Strategies
New York
$6.55M
SFWC
87
Strategic Family Wealth Counselors
New Jersey
$6.49M
AAS
88
Asset Allocation Strategies
Michigan
$6.43M
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$6.4M
FAT
90
First American Trust
California
$6.25M
JWCA
91
J.W. Cole Advisors
Florida
$6.21M
PFA
92
Petra Financial Advisors
Colorado
$6.12M
MML Investors Services
93
MML Investors Services
Massachusetts
$5.96M
EFS
94
Essex Financial Services
Connecticut
$5.85M
CRC
95
Curi RMB Capital
Illinois
$5.69M
GIM
96
Glenmede Investment Management
Pennsylvania
$5.33M
CTWM
97
Cherry Tree Wealth Management
Minnesota
$5.24M
CIA
98
Concurrent Investment Advisors
Florida
$5.19M
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$5.01M
TA
100
TKG Advisors
Indiana
$4.94M