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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
SF
151
Schaeffer Financial
Maryland
$2.6M
TVAMP
152
Tennessee Valley Asset Management Partners
Tennessee
$2.56M
SWM
153
Sherman Wealth Management
Maryland
$2.56M
SPWG
154
Syntegra Private Wealth Group
Missouri
$2.48M
UCFA
155
United Capital Financial Advisors
Texas
$2.47M
CHAM
156
Clear Harbor Asset Management
Connecticut
$2.47M
Comerica Bank
157
Comerica Bank
Texas
$2.46M
SC
158
Scotia Capital
Ontario, Canada
$2.41M
PCG
159
Prosperity Consulting Group
Maryland
$2.4M
HAFG
160
Hansen & Associates Financial Group
California
$2.39M
TWM
161
Trinity Wealth Management
Pennsylvania
$2.39M
TWM
162
Tradition Wealth Management
Minnesota
$2.37M
DADC
163
D.A. Davidson & Co
Montana
$2.37M
SWM
164
Selby Wealth Management
California
$2.37M
WCM
165
WealthBridge Capital Management
Ohio
$2.35M
LI
166
LMCG Investments
Massachusetts
$2.34M
LCM
167
Lunt Capital Management
Utah
$2.33M
AC
168
Avant Capital
Louisiana
$2.32M
PFA
169
Perryman Financial Advisory
Texas
$2.28M
FF
170
Fluent Financial
Texas
$2.28M
AWM
171
AE Wealth Management
Kansas
$2.28M
OC
172
Oppenheimer & Co
New York
$2.26M
WCM
173
Weaver Capital Management
Georgia
$2.25M
FHC
174
First Horizon Corporation
Tennessee
$2.22M
MCM
175
Massar Capital Management
Connecticut
$2.13M