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Invesco S&P 500 Low Volatility ETF

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
NF
201
Nikulski Financial
Iowa
$1.9M -$20K -275 -1%
AA
202
Advisory Alpha
Michigan
$1.88M -$52.7K -724 -3%
PWM
203
Perigon Wealth Management
California
$1.85M -$112K -1,542 -6%
LWP
204
Laurel Wealth Planning
Minnesota
$1.79M -$48.8K -670 -3%
MWM
205
MorganRosel Wealth Management
Colorado
$1.79M -$6.77K -93 -0.4%
GCM
206
Graham Capital Management
Connecticut
$1.78M -$3.31M -45,500 -65%
TF
207
Tompkins Financial
New York
$1.76M
ONST
208
Old North State Trust
North Carolina
$1.76M -$7.79K -107 -0.4%
OP
209
ORG Partners
Indiana
$1.76M +$329K +4,485 +23%
EWA
210
EP Wealth Advisors
California
$1.74M -$678K -9,307 -28%
HH
211
Hilltop Holdings
Texas
$1.72M +$454K +6,230 +36%
NCM
212
Northwest Capital Management
Oregon
$1.72M -$590K -8,108 -26%
CPRC
213
Consolidated Portfolio Review Corp
New York
$1.72M +$82.1K +1,127 +5%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +23,413 New
SW
215
SteelPeak Wealth
California
$1.67M -$15.9K -219 -0.9%
GSWM
216
Golden State Wealth Management
California
$1.66M +$1.52M +20,862 +1,114%
AWA
217
Amplius Wealth Advisors
Pennsylvania
$1.65M +$146 +2 +0%
JIC
218
Johnson Investment Counsel
Ohio
$1.65M +$192K +2,632 +13%
CPIG
219
Chicago Partners Investment Group
Illinois
$1.62M +$322K +4,381 +25%
GWWM
220
Great Waters Wealth Management
Minnesota
$1.61M -$20.4K -280 -1%
TPW
221
Transatlantique Private Wealth
New York
$1.6M +$70.9K +973 +5%
LIWM
222
Long Island Wealth Management
New York
$1.58M +$5.32K +73 +0.3%
SFG
223
Seamount Financial Group
Colorado
$1.57M +$190K +2,615 +14%
PPWM
224
Paragon Private Wealth Management
Kentucky
$1.57M -$158K -2,174 -9%
Millennium Management
225
Millennium Management
New York
$1.54M +$1.54M +21,207 New