Stock ownership · SEC 13F · Q3 2025

INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

A breakdown of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF's institutional base (CUSIP 46138E297): the holders, the concentration among them, and what changed last quarter.

$10.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$10.4M of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$10.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46138E297 · Q3 2025 $10M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $10.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
  1. 1
    LWM Advisory Services, LLC $9.8M
  2. 2
    JPMORGAN CHASE & CO $323K
  3. 3
    BURKETT FINANCIAL SERVICES, LLC $227K
  4. 4
    Strategic Advocates LLC $37K

Top 4 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 LWM Advisory Services, LLC 369,913 $9.8M 94.4%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 12,118 $323K 3.1%
3 BURKETT FINANCIAL SERVICES, LLC 8,535 $227K 2.2%
4 Strategic Advocates LLC 1,392 $37K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
96.9%
Shared-other discretion (OTR)
3.1%

Latest Quarter Activity · Q3 2025

New positions (4)

LWM Advisory Services, LLC $9.8M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $323K
BURKETT FINANCIAL SERVICES, LLC $227K
Strategic Advocates LLC $37K

Frequently Asked Questions

How many institutions hold INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF?▼
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF?▼
Institutions report $10.4M of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF as of Q3 2025.
How concentrated is ownership of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF?▼
LWM Advisory Services, LLC is the largest reported holder of INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF with $9.8M across 369,913 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.