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Invesco S&P 500 Low Volatility ETF

730 hedge funds and large institutions have $4.23B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 220 increasing their positions, 281 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 ownership

Funds ownership:

more funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $4.6B → $4.23B (-$364M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

22% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 281

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
TFA
126
Transamerica Financial Advisors
Florida
$3.34M
MIA
127
Milestone Investment Advisors
Wisconsin
$3.33M
WWA
128
WCG Wealth Advisors
Nevada
$3.29M
EIP
129
Ellis Investment Partners
Pennsylvania
$3.28M
FFA
130
Farther Finance Advisors
California
$3.22M
TA
131
TLS Advisors
Florida
$3.05M
WA
132
Waverly Advisors
Alabama
$3.04M
AP
133
Advisors Preferred
Maryland
$3.04M
GAA
134
Global Assets Advisory
Florida
$3.02M
TA
135
TruWealth Advisors
Louisiana
$2.93M
AWA
136
Arkadios Wealth Advisors
Georgia
$2.92M
Cerity Partners
137
Cerity Partners
New York
$2.91M
WWM
138
Western Wealth Management
Colorado
$2.9M
SWMG
139
Sard Wealth Management Group
Georgia
$2.85M
Citadel Advisors
140
Citadel Advisors
Florida
$2.81M
HNWAG
141
High Net Worth Advisory Group
Florida
$2.81M
TC
142
Trilogy Capital
California
$2.81M
P
143
&Partners
Tennessee
$2.8M
WOSD
144
WFA of San Diego
California
$2.79M
CG
145
Corundum Group
Colorado
$2.77M
FWA
146
FSC Wealth Advisors
New York
$2.77M
SIA
147
Sovereign Investment Advisors
Arizona
$2.67M
TPW
148
Transatlantique Private Wealth
New York
$2.65M
GRP
149
Global Retirement Partners
California
$2.63M
WWM
150
WT Wealth Management
Arizona
$2.61M