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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

761 hedge funds and large institutions have $4.73B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 257 increasing their positions, 248 reducing their positions, and 53 closing their positions.

Holders
761
Holders Change
+24
Holders Change %
+3.26%
% of All Funds
10.34%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.45%
New
92
Increased
257
Reduced
248
Closed
53
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$572M
2
LPL Financial
2
LPL Financial
California
$268M
3
Ameriprise
3
Ameriprise
Minnesota
$119M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$43.3M
5
FEG
5
Financial Enhancement Group
Indiana
$17.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$194M
2
Morgan Stanley
2
Morgan Stanley
New York
$495M
3
MFG
3
Merit Financial Group
Georgia
$41.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$60.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$572M 7,655,407 +842,428 +12%
Morgan Stanley
2
Morgan Stanley
New York
$495M 6,621,505 -1,666,961 -20%
LPL Financial
3
LPL Financial
California
$268M 3,584,663 +593,238 +20%
APF
4
Alaska Permanent Fund
Alaska
$194M 2,664,644 -1,901,730 -42%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M 2,003,221 -163,007 -8%
Wells Fargo
6
Wells Fargo
California
$139M 1,863,297 +104,548 +6%
Ameriprise
7
Ameriprise
Minnesota
$119M 1,592,513 +476,779 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$107M 1,426,547 -4,018 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$105M 1,411,700 +102,504 +8%
Invesco
10
Invesco
Georgia
$95.9M 1,283,030 -39,413 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$89.9M 1,203,198 -48,142 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$83.4M 1,115,712 +136,011 +14%
LMIM
13
Lockheed Martin Investment Management
Maryland
$70.3M 941,500 +56,300 +6%
UBS Group
14
UBS Group
Switzerland
$64M 856,824 +7,862 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$60.2M 805,472 -815,215 -50%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$59M 788,958 -559,853 -42%
SAM
17
Securian Asset Management
Minnesota
$51.6M 690,000 – –
EH
18
Equitable Holdings
New York
$46.4M 621,220 -31,074 -5%
BCM
19
Brookstone Capital Management
Illinois
$46.2M 618,922 +13,315 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$43.8M 585,480 +88,114 +18%
PMAM
21
Picton Mahoney Asset Management
Ontario, Canada
$43.3M 579,539 +416,914 +256%
MFG
22
Merit Financial Group
Georgia
$41.4M 553,467 -1,177,689 -68%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$40.7M 544,684 +84,711 +18%
GF
24
Genworth Financial
Virginia
$34.9M 467,072 +2,030 +0.4%
NC
25
NewSquare Capital
Pennsylvania
$34.8M 465,589 -11,763 -2%
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