Invesco S&P 500 Low Volatility ETF

SPLV

Market cap $7.82B

Overview Fund Activity

72.60 USD

+0.30

0.41%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

72.79

+0.19

0.26%

1 day

0.41%

5 days

-0.29%

1 month

-0.58%

3 months

1.02%

6 months

-1.24%

Year to date

4.15%

1 year

1.57%

5 years

35.73%

10 years

98.74%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.43M

9% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 77

5% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 250

1% less funds holding

Funds holding: 761 [Q1] → 754 (-7) [Q2]

2.68% less ownership

Funds ownership: 60.86% [Q1] → 58.18% (-2.68%) [Q2]

6% less capital invested

Capital invested by funds: $4.73B [Q1] → $4.46B (-$275M) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 33 [Q1] → 22 (-11) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 3 articles about SPLV published over the past 30 days

SPLV: Everything You Need To Know About This Low-Volatility ETF

The Invesco S&P 500 Low Volatility ETF aims to offer a smoother return profile by focusing on the least volatile S&P 500 stocks. SPLV has lagged the S&P 500 in recent years in large part due to its underweighting of the tech sector. SPLV could be suitable for investors prioritizing capital preservation and income, especially if market volatility or a tech correction emerges.

SPLV: Everything You Need To Know About This Low-Volatility ETF

SPLV: An Overly Defensive ETF

SPLV offers strong downside protection and liquidity, but its defensive sector tilt and lack of tech exposure limit growth potential versus peers like USMV. Despite a higher dividend yield, SPLV's expense ratio is less competitive, and its risk-adjusted returns lag behind USMV across all major time horizons. SPLV's heavy allocation to financials and utilities faces capped upside due to the current interest rate outlook, making the fund overly defensive in a soft landing environment.

SPLV: An Overly Defensive ETF

SPLV: Not Taking Part In The Rally, Reiterate Hold

I reiterate my Hold rating on SPLV due to stretched valuation, weak momentum, and continued underperformance versus the S&P 500. Utilities, the fund's largest sector, have struggled despite AI-driven rallies elsewhere, weighing on overall returns and outlook. SPLV's high P/E and PEG ratios, along with modest earnings growth, make the valuation unattractive for new buyers at current levels.

SPLV: Not Taking Part In The Rally, Reiterate Hold

Zacks Investment Research

Should Invesco S&P 500 Low Volatility ETF (SPLV) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the Invesco S&P 500 Low Volatility ETF (SPLV) is a passively managed exchange traded fund launched on May 5, 2011.

Should Invesco S&P 500 Low Volatility ETF (SPLV) Be on Your Investing Radar?

24/7 Wall Street

Climbing the Wall of Worry: 2 ETFs to Buy Ahead of the Coming Market Crash

Key Points in This Article: The stock market is rising despite growing risks, including falling durable goods orders, uneven earnings, upcoming tech reports, global tensions, and political friction, signaling potential volatility.

Climbing the Wall of Worry: 2 ETFs to Buy Ahead of the Coming Market Crash

Weathering the Storm: Case for Low Volatility ETFs

Market turbulence has become a hallmark of today's investing landscape. Against the shifting sands of monetary policy and elevated macro uncertainty, investors are increasingly seeking strategies that offer stability without sacrificing long-term returns.

Weathering the Storm: Case for Low Volatility ETFs

Shield Your Portfolio From Aug. 1 Tariffs With This Low-Vol ETF

From President Trump's Liberation Day announcements on April 2 and the ensuing market correction, to his 90-day tariff pause announced April 9 and the market's subsequent rebound, investors have been whiplashed with volatility not seen since the onset of the pandemic.

Shield Your Portfolio From Aug. 1 Tariffs With This Low-Vol ETF

Zacks Investment Research

ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H.

ETF Strategies to Follow in 2H 2025

SPLV: A Low-Volatility Defensive Vehicle

SPLV offers a defensive, low-volatility approach, ideal for uncertain macro conditions and potential market pullbacks despite recent S&P 500 bullishness. The ETF's sector allocation favors utilities, financials, and consumer defensive stocks, resulting in lower valuations than the broader market. Given slowing GDP growth, a cooling labor market, and persistent macro uncertainty, SPLV should deliver superior risk-adjusted returns in the short run.

SPLV: A Low-Volatility Defensive Vehicle

SPLV: The Robust Utilities Sector Fundamentals Can Improve Returns

I rate SPLV a buy, driven by strong momentum in utilities, which are poised for robust demand from AI and EV-driven electricity growth. SPLV's diversified portfolio, with significant exposure to financials, consumer staples, and industrials, supports steady returns and limits downside risk. The ETF offers monthly dividends, a long payout history, and trades at a valuation discount with a low expense ratio, enhancing long-term appeal.

SPLV: The Robust Utilities Sector Fundamentals Can Improve Returns

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