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Invesco S&P 500 Low Volatility ETF

762 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 249 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:

5% less capital invested

Capital invested by funds: $4.73B → $4.51B (-$226M)

2.07% less ownership

Funds ownership: 60.87%58.8% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
762
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
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
101
Cherry Tree Wealth Management
Minnesota
$5.34M
GIM
102
Glenmede Investment Management
Pennsylvania
$5.28M
Baird Financial Group
103
Baird Financial Group
Wisconsin
$5.16M
SI
104
Stephens Inc
Arkansas
$5.14M
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$5.1M
MFG
106
Merit Financial Group
Georgia
$5.05M
CIA
107
Concurrent Investment Advisors
Florida
$5.03M
FFA
108
Farther Finance Advisors
California
$4.88M
FEM
109
Fulcrum Equity Management
Texas
$4.85M
FTS
110
Fifth Third Securities
Ohio
$4.79M
CAM
111
Cozad Asset Management
Illinois
$4.59M
PEA
112
Park Edge Advisors
Ohio
$4.48M
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$4.48M
PI
114
PFG Investments
New York
$4.4M
CWM
115
Chicago Wealth Management
Illinois
$4.39M
UB
116
UMB Bank
Missouri
$4.36M
Citigroup
117
Citigroup
New York
$4.32M
AP
118
Advisors Preferred
Maryland
$4.31M
SPIA
119
Steward Partners Investment Advisory
New York
$4.3M
PWMG
120
Pinnacle Wealth Management Group
Michigan
$4.29M
BMCM
121
Burns Matteson Capital Management
New York
$4.29M
GSC
122
G&S Capital
Colorado
$4.26M
PCFFS
123
Pacific Center for Financial Services
California
$4.19M
KA
124
Klingman & Associates
New York
$4.16M
FFN
125
Focus Financial Network
Minnesota
$4.16M