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Invesco S&P 500 Low Volatility ETF

740 hedge funds and large institutions have $4.27B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 220 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

7% less capital invested

Capital invested by funds: $4.6B → $4.27B (-$323M)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 283

Holders
740
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
$4.19M
Puts
$2.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cozad Asset Management
Illinois
$4.71M
JWCA
102
J.W. Cole Advisors
Florida
$4.63M
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$4.59M
Baird Financial Group
104
Baird Financial Group
Wisconsin
$4.55M
MWP
105
Meriwether Wealth & Planning
Louisiana
$4.38M
RSWM
106
Robertson Stephens Wealth Management
California
$4.33M
SPIA
107
Steward Partners Investment Advisory
New York
$4.21M
PCFFS
108
Pacific Center for Financial Services
California
$4.21M
PI
109
PFG Investments
New York
$4.13M
GSC
110
G&S Capital
Colorado
$4.07M
BMCM
111
Burns Matteson Capital Management
New York
$4.02M
FGA
112
Fortis Group Advisors
New Jersey
$4.02M
FFN
113
Focus Financial Network
Minnesota
$4.01M
FAT
114
First American Trust
California
$4M
KA
115
Klingman & Associates
New York
$3.98M
UB
116
UMB Bank
Missouri
$3.87M
SA
117
Sanctuary Advisors
Indiana
$3.8M
AFP
118
Ausdal Financial Partners
Iowa
$3.8M
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$3.78M
MOS
120
MGO One Seven
Ohio
$3.68M
CW
121
CreativeOne Wealth
Kansas
$3.63M
FHA
122
Flagship Harbor Advisors
Massachusetts
$3.56M
JWWM
123
Johnson & White Wealth Management
Pennsylvania
$3.47M
MFG
124
Merit Financial Group
Georgia
$3.42M
IAN
125
Integrated Advisors Network
Texas
$3.41M