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Invesco S&P 500 Low Volatility ETF

759 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 77 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:

2.42% 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
759
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
NP
76
Nilsine Partners
Colorado
$7.54M
AWE
77
Avidian Wealth Enterprises
Texas
$7.5M
FWA
78
FSC Wealth Advisors
New York
$7.45M
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$7.18M
KA
80
Kovack Advisors
Florida
$7.1M
FPB
81
First PREMIER Bank
South Dakota
$6.99M
JWCA
82
J.W. Cole Advisors
Florida
$6.87M
Franklin Resources
83
Franklin Resources
California
$6.83M
TF
84
Trek Financial
Arizona
$6.72M
AFTS
85
American Financial & Tax Strategies
New York
$6.55M
LHWM
86
Lake Hills Wealth Management
Texas
$6.54M
FHA
87
Flagship Harbor Advisors
Massachusetts
$6.51M
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$6.49M
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$6.45M
SIM
90
Seaview Investment Managers
Florida
$6.29M
AF
91
Allworth Financial
California
$6.26M
AWS
92
Atria Wealth Solutions
New York
$6.23M
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$5.93M
EFS
94
Essex Financial Services
Connecticut
$5.88M
PFA
95
Petra Financial Advisors
Colorado
$5.84M
HWM
96
HB Wealth Management
Georgia
$5.76M
RSWM
97
Robertson Stephens Wealth Management
California
$5.71M
CRC
98
Curi RMB Capital
Illinois
$5.64M
SIA
99
Sovereign Investment Advisors
Arizona
$5.37M
CTWM
100
Cherry Tree Wealth Management
Minnesota
$5.34M