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Invesco S&P 500 Low Volatility ETF

740 hedge funds and large institutions have $4.27B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 283 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less capital invested

Capital invested by funds: $4.6B → $4.27B (-$323M)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
SFA
76
Sequoia Financial Advisors
Ohio
$7.36M
Citigroup
77
Citigroup
New York
$7.28M
HWM
78
HB Wealth Management
Georgia
$7.2M
FPB
79
First PREMIER Bank
South Dakota
$6.81M
FFG
80
Fortune Financial Group
Florida
$6.67M
SAP
81
Strategic Advisory Partners
North Carolina
$6.28M
SFWC
82
Strategic Family Wealth Counselors
New Jersey
$6.24M
AF
83
Allworth Financial
California
$6.11M
AFTS
84
American Financial & Tax Strategies
New York
$5.98M
BBP
85
Banco BTG Pactual
Brazil
$5.96M
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$5.89M
PAS
87
Park Avenue Securities
New York
$5.76M
MML Investors Services
88
MML Investors Services
Massachusetts
$5.76M
PFA
89
Petra Financial Advisors
Colorado
$5.71M
EFS
90
Essex Financial Services
Connecticut
$5.66M
CRC
91
Curi RMB Capital
Illinois
$5.53M
TA
92
TKG Advisors
Indiana
$5.2M
GT
93
Glenmede Trust
Pennsylvania
$5.18M
SW
94
SteelPeak Wealth
California
$5M
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$4.87M
FTS
96
Fifth Third Securities
Ohio
$4.83M
PWMG
97
Pinnacle Wealth Management Group
Michigan
$4.82M
CTWM
98
Cherry Tree Wealth Management
Minnesota
$4.78M
CIA
99
Concurrent Investment Advisors
Florida
$4.76M
TF
100
Trek Financial
Arizona
$4.73M