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Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
176
Cerity Partners
New York
$2.18M
MWM
177
Moran Wealth Management
Florida
$2.18M
CW
178
CreativeOne Wealth
Kansas
$2.16M
VCA
179
Verdence Capital Advisors
Maryland
$2.16M
IRC
180
Investors Research Corp
Georgia
$2.1M
Daiwa Securities Group
181
Daiwa Securities Group
Japan
$2.06M
TPW
182
Transatlantique Private Wealth
New York
$2.05M
JIP
183
Jaffetilchin Investment Partners
Florida
$2.02M
SSWM
184
Sheets Smith Wealth Management
North Carolina
$1.98M
IA
185
IFG Advisory
Georgia
$1.98M
AA
186
Advisory Alpha
Michigan
$1.96M
NRI
187
NFP Retirement Inc
California
$1.96M
VH
188
Visionary Horizons
Tennessee
$1.94M
SWM
189
Silverlake Wealth Management
Vermont
$1.94M
AWA
190
Acorn Wealth Advisors
Michigan
$1.94M
TFS
191
Thoroughbred Financial Services
Tennessee
$1.91M
NF
192
Nikulski Financial
Iowa
$1.84M
Amundi
193
Amundi
France
$1.84M
WIC
194
Woodmont Investment Counsel
Tennessee
$1.81M
MWM
195
MorganRosel Wealth Management
Colorado
$1.81M
LWP
196
Laurel Wealth Planning
Minnesota
$1.8M
CPRC
197
Consolidated Portfolio Review Corp
New York
$1.79M
TF
198
Tompkins Financial
New York
$1.78M
ONST
199
Old North State Trust
North Carolina
$1.77M
PWM
200
Perigon Wealth Management
California
$1.72M