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Invesco S&P 500 Low Volatility ETF

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$5.16M +$455K +6,252 +10%
SI
102
Stephens Inc
Arkansas
$5.14M +$105K +1,444 +2%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$5.1M -$141K -1,939 -3%
MFG
104
Merit Financial Group
Georgia
$5.05M -$35.3M -484,075 -87%
CIA
105
Concurrent Investment Advisors
Florida
$5.03M +$37.4K +514 +0.7%
FFA
106
Farther Finance Advisors
California
$4.88M +$93.6K +1,286 +2%
FEM
107
Fulcrum Equity Management
Texas
$4.85M +$4.85M +66,540 New
FTS
108
Fifth Third Securities
Ohio
$4.79M +$3M +41,212 +168%
CAM
109
Cozad Asset Management
Illinois
$4.59M +$103K +1,416 +2%
PEA
110
Park Edge Advisors
Ohio
$4.48M +$1.5M +20,603 +50%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$4.48M -$122K -1,677 -3%
PI
112
PFG Investments
New York
$4.4M +$26.1K +359 +0.6%
CWM
113
Chicago Wealth Management
Illinois
$4.39M +$4.39M +60,232 New
UB
114
UMB Bank
Missouri
$4.36M -$545K -7,491 -11%
Citigroup
115
Citigroup
New York
$4.32M +$1.97M +27,072 +84%
AP
116
Advisors Preferred
Maryland
$4.31M -$639K -8,709 -13%
SPIA
117
Steward Partners Investment Advisory
New York
$4.3M -$8.08K -111 -0.2%
PWMG
118
Pinnacle Wealth Management Group
Michigan
$4.29M +$153K +2,100 +4%
BMCM
119
Burns Matteson Capital Management
New York
$4.29M -$58.2K -799 -1%
GSC
120
G&S Capital
Colorado
$4.26M +$80.9K +1,111 +2%
PCFFS
121
Pacific Center for Financial Services
California
$4.19M +$5.1K +70 +0.1%
KA
122
Klingman & Associates
New York
$4.16M
FFN
123
Focus Financial Network
Minnesota
$4.16M +$255K +3,508 +7%
IAN
124
Integrated Advisors Network
Texas
$4.06M -$508K -6,973 -11%
Amundi
125
Amundi
France
$4M +$553K +7,602 +16%