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Invesco S&P 500 Low Volatility ETF

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$5.38M -$984K -13,167 -15%
GCM
102
Graham Capital Management
Connecticut
$5.23M +$5.23M +70,000 New
CRC
103
Curi RMB Capital
Illinois
$5.17M -$614K -8,215 -11%
SI
104
Stephens Inc
Arkansas
$5.17M -$135K -1,801 -3%
DWM
105
Dynasty Wealth Management
Florida
$5.16M -$32.7M -437,375 -86%
SIA
106
Sovereign Investment Advisors
Arizona
$5.14M +$626K +9,504 +14%
CIA
107
Concurrent Investment Advisors
Florida
$5.12M +$3.65M +48,804 +246%
JWCA
108
J.W. Cole Advisors
Florida
$5.08M -$1.28M -17,076 -20%
AP
109
Advisors Preferred
Maryland
$5.04M -$788K -10,547 -14%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$5.04M +$2.78M +37,142 +123%
UB
111
UMB Bank
Missouri
$5.03M -$316K -4,235 -6%
TF
112
Trek Financial
Arizona
$4.97M -$10.8K -144 -0.2%
AWS
113
Atria Wealth Solutions
New York
$4.95M -$6.65M -89,046 -57%
FFA
114
Farther Finance Advisors
California
$4.91M +$3.1M +41,522 +172%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$4.83M -$626K -8,372 -11%
Renaissance Technologies
116
Renaissance Technologies
New York
$4.8M +$2.88M +38,500 +149%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$4.72M +$2.35M +31,420 +99%
IAN
118
Integrated Advisors Network
Texas
$4.68M -$345K -4,621 -7%
CAM
119
Cozad Asset Management
Illinois
$4.61M +$97.8K +1,309 +2%
RFA
120
Reyes Financial Architecture
California
$4.58M +$4.58M +61,297 New
PI
121
PFG Investments
New York
$4.49M -$81.4K -1,090 -2%
BMCM
122
Burns Matteson Capital Management
New York
$4.46M -$246K -3,295 -5%
SPIA
123
Steward Partners Investment Advisory
New York
$4.42M +$129K +1,725 +3%
PCFFS
124
Pacific Center for Financial Services
California
$4.29M -$714K -9,559 -14%
GSC
125
G&S Capital
Colorado
$4.29M +$241K +3,229 +6%