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Invesco S&P 500 Low Volatility ETF

760 hedge funds and large institutions have $4.48B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 251 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:

2.41% less ownership

Funds ownership: 60.86%58.45% (-2.4%)

5% less capital invested

Capital invested by funds: $4.73B → $4.48B (-$254M)

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

Holders
760
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
NRI
201
NFP Retirement Inc
California
$1.96M
TFS
202
Thoroughbred Financial Services
Tennessee
$1.91M
WIC
203
Woodmont Investment Counsel
Tennessee
$1.9M
NF
204
Nikulski Financial
Iowa
$1.9M
AA
205
Advisory Alpha
Michigan
$1.88M
PWM
206
Perigon Wealth Management
California
$1.85M
LWP
207
Laurel Wealth Planning
Minnesota
$1.79M
MWM
208
MorganRosel Wealth Management
Colorado
$1.79M
GCM
209
Graham Capital Management
Connecticut
$1.78M
TF
210
Tompkins Financial
New York
$1.76M
ONST
211
Old North State Trust
North Carolina
$1.76M
OP
212
ORG Partners
Indiana
$1.76M
EWA
213
EP Wealth Advisors
California
$1.74M
HH
214
Hilltop Holdings
Texas
$1.72M
NCM
215
Northwest Capital Management
Oregon
$1.72M
CPRC
216
Consolidated Portfolio Review Corp
New York
$1.72M
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$1.7M
SW
218
SteelPeak Wealth
California
$1.67M
GSWM
219
Golden State Wealth Management
California
$1.66M
AWA
220
Amplius Wealth Advisors
Pennsylvania
$1.65M
JIC
221
Johnson Investment Counsel
Ohio
$1.65M
CPIG
222
Chicago Partners Investment Group
Illinois
$1.62M
GWWM
223
Great Waters Wealth Management
Minnesota
$1.61M
TPW
224
Transatlantique Private Wealth
New York
$1.6M
LIWM
225
Long Island Wealth Management
New York
$1.58M