We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

754 hedge funds and large institutions have $4.28B invested in Invesco S&P 500 Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

1% more funds holding

Funds holding: 749754 (+5)

0% less capital invested

Capital invested by funds: $4.29B → $4.28B (-$883K)

0.91% less ownership

Funds ownership: 59.13%58.23% (-0.91%)

15% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 266

81% less call options, than puts

Call options by funds: $958K | Put options by funds: $4.95M

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
9.29%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.31%
New
85
Increased
225
Reduced
266
Closed
60
Calls
$958K
Puts
$4.95M
Net Calls
-$3.99M
Net Calls Change
-$5.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$449M -$35.3M -476,856 -7%
Morgan Stanley
2
Morgan Stanley
New York
$356M +$23.8M +320,676 +7%
Two Sigma Investments
3
Two Sigma Investments
New York
$304M +$113M +1,522,400 +58%
LPL Financial
4
LPL Financial
California
$222M -$16.2M -219,214 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$173M +$12.5M +169,019 +8%
Ameriprise
6
Ameriprise
Minnesota
$131M +$41.7M +563,426 +46%
Wells Fargo
7
Wells Fargo
California
$123M +$4.89M +65,992 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$109M -$7.49M -101,163 -6%
Invesco
9
Invesco
Georgia
$87.5M -$10.9M -146,822 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$82.3M -$4.22M -56,926 -5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$75M -$3.43M -46,236 -4%
Goldman Sachs
12
Goldman Sachs
New York
$71.9M -$21.9M -295,465 -23%
PMAM
13
Picton Mahoney Asset Management
Ontario, Canada
$69.6M +$58.5M +789,991 +489%
Raymond James Financial
14
Raymond James Financial
Florida
$68.6M +$132K +1,779 +0.2%
UBS Group
15
UBS Group
Switzerland
$62.6M +$2.18M +29,364 +4%
SAM
16
Securian Asset Management
Minnesota
$50.5M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$44.3M +$1.15M +15,583 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$42.9M +$4.45M +60,115 +11%
BCM
19
Brookstone Capital Management
Illinois
$41M +$1.68M +22,662 +4%
JCM
20
Junto Capital Management
New York
$40.1M +$40.6M +548,375 New
ACM
21
Armbruster Capital Management
New York
$38.8M +$1.9M +25,684 +5%
GF
22
Genworth Financial
Virginia
$34.9M +$195K +2,637 +0.6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$32.3M -$2.01M -27,072 -6%
KAS
24
Kestra Advisory Services
Texas
$30M +$6.15K +83 +0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$29.6M +$10.2M +138,082 +52%