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Invesco S&P 500 Low Volatility ETF

749 hedge funds and large institutions have $4.29B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 222 increasing their positions, 283 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.14% more ownership

Funds ownership: 58%59.13% (+1.1%)

7% less capital invested

Capital invested by funds: $4.6B → $4.29B (-$314M)

22% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 283

Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
TPW
151
Transatlantique Private Wealth
New York
$2.65M
GRP
152
Global Retirement Partners
California
$2.63M
WWM
153
WT Wealth Management
Arizona
$2.61M
SF
154
Schaeffer Financial
Maryland
$2.6M
TVAMP
155
Tennessee Valley Asset Management Partners
Tennessee
$2.56M
SWM
156
Sherman Wealth Management
Maryland
$2.56M
SPWG
157
Syntegra Private Wealth Group
Missouri
$2.48M
UCFA
158
United Capital Financial Advisors
Texas
$2.47M
CHAM
159
Clear Harbor Asset Management
Connecticut
$2.47M
Comerica Bank
160
Comerica Bank
Texas
$2.46M
SC
161
Scotia Capital
Ontario, Canada
$2.41M
PCG
162
Prosperity Consulting Group
Maryland
$2.4M
HAFG
163
Hansen & Associates Financial Group
California
$2.39M
TWM
164
Trinity Wealth Management
Pennsylvania
$2.39M
TWM
165
Tradition Wealth Management
Minnesota
$2.37M
DADC
166
D.A. Davidson & Co
Montana
$2.37M
SWM
167
Selby Wealth Management
California
$2.37M
WCM
168
WealthBridge Capital Management
Ohio
$2.35M
LI
169
LMCG Investments
Massachusetts
$2.34M
LCM
170
Lunt Capital Management
Utah
$2.33M
AC
171
Avant Capital
Louisiana
$2.32M
PFA
172
Perryman Financial Advisory
Texas
$2.28M
FF
173
Fluent Financial
Texas
$2.28M
AWM
174
AE Wealth Management
Kansas
$2.28M
OC
175
Oppenheimer & Co
New York
$2.26M