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Invesco S&P 500 Low Volatility ETF

762 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 267 increasing their positions, 249 reducing their positions, and 77 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $4.73B → $4.51B (-$226M)

2.07% less ownership

Funds ownership: 60.87%58.8% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
762
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
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$3.27M
IWC
152
Integrated Wealth Concepts
Massachusetts
$3.18M
TA
153
TruWealth Advisors
Louisiana
$3.1M
GAA
154
Global Assets Advisory
Florida
$3.09M
FAT
155
First American Trust
California
$3.09M
SWMG
156
Sard Wealth Management Group
Georgia
$3.04M
WA
157
Waverly Advisors
Alabama
$3.03M
FHA
158
First Horizon Advisors
Tennessee
$3M
WOSD
159
WFA of San Diego
California
$2.98M
WWM
160
Western Wealth Management
Colorado
$2.97M
BMM
161
Berkshire Money Management
Massachusetts
$2.93M
CG
162
Corundum Group
Colorado
$2.89M
HNWAG
163
High Net Worth Advisory Group
Florida
$2.87M
GCA
164
Genesee Capital Advisors
New York
$2.75M
GRP
165
Global Retirement Partners
California
$2.69M
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$2.67M
TWM
167
Tradition Wealth Management
Minnesota
$2.65M
SF
168
Schaeffer Financial
Maryland
$2.64M
DWA
169
Dorsey Wright & Associates
California
$2.62M
WWA
170
WCG Wealth Advisors
Nevada
$2.57M
PCG
171
Prosperity Consulting Group
Maryland
$2.49M
SPWG
172
Syntegra Private Wealth Group
Missouri
$2.48M
LOIM
173
Liberty One Investment Management
Illinois
$2.48M
WWM
174
WT Wealth Management
Arizona
$2.45M
LI
175
LMCG Investments
Massachusetts
$2.42M