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