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Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 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:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
IWC
151
Integrated Wealth Concepts
Massachusetts
$3.18M
TA
152
TruWealth Advisors
Louisiana
$3.1M
GAA
153
Global Assets Advisory
Florida
$3.09M
FAT
154
First American Trust
California
$3.09M
SWMG
155
Sard Wealth Management Group
Georgia
$3.04M
WA
156
Waverly Advisors
Alabama
$3.03M
FHA
157
First Horizon Advisors
Tennessee
$3M
WOSD
158
WFA of San Diego
California
$2.98M
WWM
159
Western Wealth Management
Colorado
$2.97M
BMM
160
Berkshire Money Management
Massachusetts
$2.93M
CG
161
Corundum Group
Colorado
$2.89M
HNWAG
162
High Net Worth Advisory Group
Florida
$2.87M
GCA
163
Genesee Capital Advisors
New York
$2.75M
GRP
164
Global Retirement Partners
California
$2.69M
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$2.67M
TWM
166
Tradition Wealth Management
Minnesota
$2.65M
SF
167
Schaeffer Financial
Maryland
$2.64M
DWA
168
Dorsey Wright & Associates
California
$2.62M
WWA
169
WCG Wealth Advisors
Nevada
$2.57M
PCG
170
Prosperity Consulting Group
Maryland
$2.49M
SPWG
171
Syntegra Private Wealth Group
Missouri
$2.48M
LOIM
172
Liberty One Investment Management
Illinois
$2.48M
WWM
173
WT Wealth Management
Arizona
$2.45M
LI
174
LMCG Investments
Massachusetts
$2.42M
AC
175
Avant Capital
Louisiana
$2.4M