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Invesco S&P 500 Low Volatility ETF

749 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 222 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.14% more ownership

Funds ownership: 58%59.14% (+1.1%)

7% less capital invested

Capital invested by funds: $4.6B → $4.29B (-$314M)

22% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 283

Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
TF
101
Trek Financial
Arizona
$4.73M
CAM
102
Cozad Asset Management
Illinois
$4.71M
JWCA
103
J.W. Cole Advisors
Florida
$4.63M
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$4.59M
Baird Financial Group
105
Baird Financial Group
Wisconsin
$4.55M
MWP
106
Meriwether Wealth & Planning
Louisiana
$4.38M
RSWM
107
Robertson Stephens Wealth Management
California
$4.33M
SPIA
108
Steward Partners Investment Advisory
New York
$4.21M
PCFFS
109
Pacific Center for Financial Services
California
$4.21M
PI
110
PFG Investments
New York
$4.13M
GSC
111
G&S Capital
Colorado
$4.07M
BMCM
112
Burns Matteson Capital Management
New York
$4.02M
FGA
113
Fortis Group Advisors
New Jersey
$4.02M
FFN
114
Focus Financial Network
Minnesota
$4.01M
FAT
115
First American Trust
California
$4M
KA
116
Klingman & Associates
New York
$3.98M
UB
117
UMB Bank
Missouri
$3.87M
SA
118
Sanctuary Advisors
Indiana
$3.8M
AFP
119
Ausdal Financial Partners
Iowa
$3.8M
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$3.78M
MOS
121
MGO One Seven
Ohio
$3.68M
CW
122
CreativeOne Wealth
Kansas
$3.63M
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.56M
JWWM
124
Johnson & White Wealth Management
Pennsylvania
$3.47M
MFG
125
Merit Financial Group
Georgia
$3.42M