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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
SWM
201
Silverlake Wealth Management
Vermont
$1.96M
NRI
202
NFP Retirement Inc
California
$1.96M
TFS
203
Thoroughbred Financial Services
Tennessee
$1.91M
WIC
204
Woodmont Investment Counsel
Tennessee
$1.9M
NF
205
Nikulski Financial
Iowa
$1.9M
AA
206
Advisory Alpha
Michigan
$1.88M
PWM
207
Perigon Wealth Management
California
$1.85M
LWP
208
Laurel Wealth Planning
Minnesota
$1.79M
MWM
209
MorganRosel Wealth Management
Colorado
$1.79M
GCM
210
Graham Capital Management
Connecticut
$1.78M
TF
211
Tompkins Financial
New York
$1.76M
ONST
212
Old North State Trust
North Carolina
$1.76M
OP
213
ORG Partners
Indiana
$1.76M
EWA
214
EP Wealth Advisors
California
$1.74M
HH
215
Hilltop Holdings
Texas
$1.72M
NCM
216
Northwest Capital Management
Oregon
$1.72M
CPRC
217
Consolidated Portfolio Review Corp
New York
$1.72M
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$1.7M
SW
219
SteelPeak Wealth
California
$1.67M
GSWM
220
Golden State Wealth Management
California
$1.66M
AWA
221
Amplius Wealth Advisors
Pennsylvania
$1.65M
JIC
222
Johnson Investment Counsel
Ohio
$1.65M
CPIG
223
Chicago Partners Investment Group
Illinois
$1.62M
GWWM
224
Great Waters Wealth Management
Minnesota
$1.61M
TPW
225
Transatlantique Private Wealth
New York
$1.6M