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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
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
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
AdvisorShares Investments
Maryland
+$54.5M
2
LPL Financial
LPL Financial
California
+$48.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
4
DWM
Dynasty Wealth Management
Florida
+$33M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$70.3M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$42M
5
Morgan Stanley
Morgan Stanley
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
76
Avidian Wealth Enterprises
Texas
$7.5M +$7.5M +103,028 New
FWA
77
FSC Wealth Advisors
New York
$7.45M +$88.5K +1,216 +1%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$7.18M +$2.26M +31,097 +46%
KA
79
Kovack Advisors
Florida
$7.1M +$6.15M +84,499 +649%
FPB
80
First PREMIER Bank
South Dakota
$6.99M +$324K +4,450 +5%
JWCA
81
J.W. Cole Advisors
Florida
$6.87M +$1.92M +26,359 +39%
Franklin Resources
82
Franklin Resources
California
$6.83M +$6.83M +93,792 New
TF
83
Trek Financial
Arizona
$6.72M +$1.88M +25,844 +39%
AFTS
84
American Financial & Tax Strategies
New York
$6.55M -$402K -5,515 -6%
LHWM
85
Lake Hills Wealth Management
Texas
$6.54M +$6.54M +89,756 New
FHA
86
Flagship Harbor Advisors
Massachusetts
$6.51M +$2.91M +39,906 +81%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.49M +$6.49M +89,099 New
SFWC
88
Strategic Family Wealth Counselors
New Jersey
$6.45M -$62.8K -863 -1%
SIM
89
Seaview Investment Managers
Florida
$6.29M +$6.29M +86,404 New
AF
90
Allworth Financial
California
$6.26M +$54K +741 +0.9%
AWS
91
Atria Wealth Solutions
New York
$6.23M +$1.4M +19,188 +29%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$5.93M +$347K +4,771 +6%
EFS
93
Essex Financial Services
Connecticut
$5.88M -$129K -1,770 -2%
PFA
94
Petra Financial Advisors
Colorado
$5.84M -$4.17M -57,280 -42%
HWM
95
HB Wealth Management
Georgia
$5.76M -$1.6M -21,918 -22%
RSWM
96
Robertson Stephens Wealth Management
California
$5.71M -$4.79M -65,749 -46%
CRC
97
Curi RMB Capital
Illinois
$5.64M +$595K +8,169 +12%
SIA
98
Sovereign Investment Advisors
Arizona
$5.37M -$308K -4,236 -5%
CTWM
99
Cherry Tree Wealth Management
Minnesota
$5.34M -$177K -2,432 -3%
GIM
100
Glenmede Investment Management
Pennsylvania
$5.28M +$5.28M +72,480 New
2 3
4
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