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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
JWCA
101
J.W. Cole Advisors
Florida
$4.63M
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$4.59M
Baird Financial Group
103
Baird Financial Group
Wisconsin
$4.55M
MWP
104
Meriwether Wealth & Planning
Louisiana
$4.38M
RSWM
105
Robertson Stephens Wealth Management
California
$4.33M
SPIA
106
Steward Partners Investment Advisory
New York
$4.21M
PCFFS
107
Pacific Center for Financial Services
California
$4.21M
PI
108
PFG Investments
New York
$4.13M
GSC
109
G&S Capital
Colorado
$4.07M
BMCM
110
Burns Matteson Capital Management
New York
$4.02M
FGA
111
Fortis Group Advisors
New Jersey
$4.02M
FFN
112
Focus Financial Network
Minnesota
$4.01M
FAT
113
First American Trust
California
$4M
KA
114
Klingman & Associates
New York
$3.98M
UB
115
UMB Bank
Missouri
$3.87M
SA
116
Sanctuary Advisors
Indiana
$3.8M
AFP
117
Ausdal Financial Partners
Iowa
$3.8M
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$3.78M
MOS
119
MGO One Seven
Ohio
$3.68M
CW
120
CreativeOne Wealth
Kansas
$3.63M
FHA
121
Flagship Harbor Advisors
Massachusetts
$3.56M
JWWM
122
Johnson & White Wealth Management
Pennsylvania
$3.47M
MFG
123
Merit Financial Group
Georgia
$3.42M
IAN
124
Integrated Advisors Network
Texas
$3.41M
SWP
125
Stratos Wealth Partners
Ohio
$3.34M