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Invesco S&P 500 Low Volatility ETF

769 hedge funds and large institutions have $4.74B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 250 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

3% more funds holding

Funds holding: 745769 (+24)

4% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 250

2.76% less ownership

Funds ownership: 63.74%60.98% (-2.8%)

17% less capital invested

Capital invested by funds: $5.72B → $4.74B (-$977M)

83% less call options, than puts

Call options by funds: $23M | Put options by funds: $132M

Holders
769
Holders Change
+24
Holders Change %
+3.22%
% of All Funds
10.31%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.44%
New
93
Increased
259
Reduced
250
Closed
55
Calls
$23M
Puts
$132M
Net Calls
-$109M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
226
Consolidated Portfolio Review Corp
New York
$1.68M +$58K +803 +4%
GWWM
227
Great Waters Wealth Management
Minnesota
$1.67M -$56K -776 -3%
LAS
228
Lloyd Advisory Services
Georgia
$1.63M +$1.58M +21,831 New
LIWM
229
Long Island Wealth Management
New York
$1.62M -$21.2K -293 -1%
Comerica Bank
230
Comerica Bank
Texas
$1.61M -$172K -2,380 -10%
William Blair & Company
231
William Blair & Company
Illinois
$1.6M -$117K -1,617 -7%
TPW
232
Transatlantique Private Wealth
New York
$1.57M +$2.09K +29 +0.1%
VWA
233
Visionary Wealth Advisors
Illinois
$1.56M +$33.7K +467 +2%
NWM
234
Northcape Wealth Management
New York
$1.53M -$81.3K -1,126 -5%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M +$1.1M +15,285 +299%
TP
236
Tranquility Partners
Tennessee
$1.5M -$48.4K -670 -3%
JIC
237
Johnson Investment Counsel
Ohio
$1.49M +$9.61K +133 +0.7%
OP
238
ORG Partners
Indiana
$1.45M +$1.39M +19,311 +13,227%
MWM
239
MGB Wealth Management
Texas
$1.45M +$72.1K +998 +5%
SAG
240
SageView Advisory Group
California
$1.45M +$12.7K +176 +0.9%
ATPW
241
Ashton Thomas Private Wealth
Arizona
$1.45M -$48.3K -669 -3%
EWM
242
Empirical Wealth Management
Washington
$1.43M -$31.8K -440 -2%
SPI
243
Santori & Peters Inc
Pennsylvania
$1.43M +$2.31K +32 +0.2%
TWP
244
Tempus Wealth Planning
California
$1.42M -$97.4K -1,349 -7%
SFG
245
Seamount Financial Group
Colorado
$1.42M -$52.9K -733 -4%
RAM
246
Riggs Asset Management
Pennsylvania
$1.42M +$1.37M +18,955 New
TC
247
TownSquare Capital
Utah
$1.41M +$21.2K +294 +2%
BPA
248
Beacon Pointe Advisors
California
$1.39M -$3.76K -52 -0.3%
BAM
249
Belpointe Asset Management
Nevada
$1.39M +$1.34M +18,579 New
MFG
250
Midwest Financial Group
Kansas
$1.38M +$34.3K +475 +3%

SPLV Hedge Fund Activity: Q1 2025 in Review

769 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q1 2025, worth a combined $4.74B — down 17% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SPLV positions and 55 closed out — a net gain of 38 holders — while 259 added to existing stakes and 250 trimmed.

The largest buyer was Bank of America, adding an estimated $60.8M. The largest seller was Alaska Permanent Fund, cutting an estimated $137M.

  • 769 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q1 2025, up from 745 in Q4 2024.
  • Funds reported $4.74B of Invesco S&P 500 Low Volatility ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 93 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q1 2025 and 55 closed out, a net change of +38 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q1 2025 was Bank of America, an estimated $60.8M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q1 2025 was Alaska Permanent Fund, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.