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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $37.7M

46% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 41

Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$242K
WA
52
Waverly Advisors
Alabama
$226K
MWM
53
McNaughton Wealth Management
California
$222K
Stifel Financial
54
Stifel Financial
Missouri
$222K
JIP
55
Jaffetilchin Investment Partners
Florida
$219K
HIS
56
Harvest Investment Services
Illinois
$218K
RFN
57
RDA Financial Network
Iowa
$218K
MML Investors Services
58
MML Investors Services
Massachusetts
$215K
GRP
59
Global Retirement Partners
California
$214K
BM
60
Berman McAleer
Maryland
$212K
SAG
61
SageView Advisory Group
California
$192K
Comerica Bank
62
Comerica Bank
Texas
$129K
PTC
63
Private Trust Company
Ohio
$126K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$119K
JHCP
65
Jackson Hole Capital Partners
Oklahoma
$89.1K
SPIA
66
Steward Partners Investment Advisory
New York
$78.1K
LWM
67
Lodestone Wealth Management
Washington
$54.9K
FFA
68
Farther Finance Advisors
California
$53.5K
IWM
69
IMG Wealth Management
Florida
$38.6K
FHA
70
Flagship Harbor Advisors
Massachusetts
$37.4K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$35.3K
AA
72
Ancora Advisors
Ohio
$32.5K
HI
73
Harbour Investments
Wisconsin
$30.5K
AAP
74
Arax Advisory Partners
Colorado
$21.6K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$21K