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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.11%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$54.5M
2
LPL Financial
2
LPL Financial
California
$310M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$190M
4
DWM
4
Dynasty Wealth Management
Florida
$38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$32.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$0
3
Bank of America
3
Bank of America
North Carolina
$502M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$251K
5
Morgan Stanley
5
Morgan Stanley
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
151
Global Assets Advisory
Florida
$3.09M -$5.62M -76,691 -65%
FAT
152
First American Trust
California
$3.09M +$3.09M +42,367 New
SWMG
153
Sard Wealth Management Group
Georgia
$3.04M +$26.7K +367 +0.9%
WA
154
Waverly Advisors
Alabama
$3.03M -$65.6K -901 -2%
FHA
155
First Horizon Advisors
Tennessee
$3M +$21.9K +301 +0.7%
WOSD
156
WFA of San Diego
California
$2.98M +$2.98M +40,878 New
WWM
157
Western Wealth Management
Colorado
$2.97M -$140K -1,928 -5%
BMM
158
Berkshire Money Management
Massachusetts
$2.93M +$2.93M +40,223 New
CG
159
Corundum Group
Colorado
$2.89M -$2.4K -33 -0.1%
HNWAG
160
High Net Worth Advisory Group
Florida
$2.87M +$274K +3,768 +11%
GCA
161
Genesee Capital Advisors
New York
$2.75M +$2.75M +37,719 New
GRP
162
Global Retirement Partners
California
$2.69M +$2.69M +37,000 New
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$2.67M -$4.46M -61,172 -63%
TWM
164
Tradition Wealth Management
Minnesota
$2.65M -$39K -536 -1%
SF
165
Schaeffer Financial
Maryland
$2.64M +$4.73K +65 +0.2%
DWA
166
Dorsey Wright & Associates
California
$2.62M +$2.62M +35,909 New
WWA
167
WCG Wealth Advisors
Nevada
$2.57M -$151K -2,080 -6%
PCG
168
Prosperity Consulting Group
Maryland
$2.49M -$7.43K -102 -0.3%
SPWG
169
Syntegra Private Wealth Group
Missouri
$2.48M -$20.2K -277 -0.8%
LOIM
170
Liberty One Investment Management
Illinois
$2.48M -$63K -865 -2%
LI
171
LMCG Investments
Massachusetts
$2.42M +$279K +3,826 +13%
AC
172
Avant Capital
Louisiana
$2.4M -$128K -1,755 -5%
WCM
173
WealthBridge Capital Management
Ohio
$2.38M -$14.1K -194 -0.6%
WCM
174
Weaver Capital Management
Georgia
$2.35M -$17K -234 -0.7%
TWM
175
Trinity Wealth Management
Pennsylvania
$2.33M +$421K +5,785 +22%
5 6
7
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