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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
AC
176
Avant Capital
Louisiana
$2.4M
WCM
177
WealthBridge Capital Management
Ohio
$2.38M
WCM
178
Weaver Capital Management
Georgia
$2.35M
TWM
179
Trinity Wealth Management
Pennsylvania
$2.33M
Cerity Partners
180
Cerity Partners
New York
$2.26M
CHAM
181
Clear Harbor Asset Management
Connecticut
$2.25M
P
182
&Partners
Tennessee
$2.23M
AWM
183
AE Wealth Management
Kansas
$2.21M
PA
184
Parallel Advisors
California
$2.19M
VCA
185
Verdence Capital Advisors
Maryland
$2.18M
XF
186
XML Financial
Maryland
$2.16M
SSWM
187
Sheets Smith Wealth Management
North Carolina
$2.16M
Daiwa Securities Group
188
Daiwa Securities Group
Japan
$2.13M
IRC
189
Investors Research Corp
Georgia
$2.12M
Comerica Bank
190
Comerica Bank
Texas
$2.1M
AQR Capital Management
191
AQR Capital Management
Connecticut
$2.1M
MWM
192
Moran Wealth Management
Florida
$2.09M
RI
193
Ridgewood Investments
New Jersey
$2.06M
CW
194
CreativeOne Wealth
Kansas
$2.04M
DADC
195
D.A. Davidson & Co
Montana
$2.03M
OC
196
Optima Capital
Oregon
$2.02M
FAIM
197
Financial Advocates Investment Management
Washington
$2.02M
UCFA
198
United Capital Financial Advisors
Texas
$2.01M
JIP
199
Jaffetilchin Investment Partners
Florida
$1.98M
AWA
200
Acorn Wealth Advisors
Michigan
$1.96M