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Invesco S&P 500 Low Volatility ETF

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
151
Oppenheimer & Co
New York
$3.38M +$337K +4,511 +11%
IA
152
IFG Advisory
Georgia
$3.28M +$729K +9,754 +29%
MOS
153
MGO One Seven
Ohio
$3.28M +$169K +2,263 +5%
WWM
154
Western Wealth Management
Colorado
$3.19M +$201K +2,685 +7%
WA
155
Waverly Advisors
Alabama
$3.18M -$69.7K -933 -2%
SWMG
156
Sard Wealth Management Group
Georgia
$3.09M +$20.7K +277 +0.7%
PEA
157
Park Edge Advisors
Ohio
$3.06M -$556K -7,446 -15%
FHA
158
First Horizon Advisors
Tennessee
$3.06M -$11.2K -150 -0.4%
Citadel Advisors
159
Citadel Advisors
Florida
$3.04M -$6.62M -88,628 -69%
TA
160
TruWealth Advisors
Louisiana
$2.99M +$178K +2,385 +6%
CG
161
Corundum Group
Colorado
$2.97M -$1.6M -21,375 -35%
WWA
162
WCG Wealth Advisors
Nevada
$2.8M -$152K -2,035 -5%
Cerity Partners
163
Cerity Partners
New York
$2.79M -$84.8K -1,135 -3%
JWBC
164
John W. Brooker & Co
California
$2.77M -$24.2K -324 -0.9%
TWM
165
Tradition Wealth Management
Minnesota
$2.76M -$20.1K -269 -0.7%
SF
166
Schaeffer Financial
Maryland
$2.71M -$28.6K -383 -1%
HNWAG
167
High Net Worth Advisory Group
Florida
$2.66M +$6.13K +82 +0.2%
LOIM
168
Liberty One Investment Management
Illinois
$2.61M -$50.1K -671 -2%
AC
169
Avant Capital
Louisiana
$2.59M +$39.8K +533 +2%
SPWG
170
Syntegra Private Wealth Group
Missouri
$2.57M -$218K -2,912 -8%
WIA
171
World Investment Advisors
California
$2.57M +$1.84M +24,628 +253%
PCG
172
Prosperity Consulting Group
Maryland
$2.56M +$30.3K +405 +1%
EWA
173
EP Wealth Advisors
California
$2.48M +$9.86K +132 +0.4%
WWM
174
WT Wealth Management
Arizona
$2.47M +$201K +2,685 +9%
WCM
175
WealthBridge Capital Management
Ohio
$2.46M -$4.63K -62 -0.2%