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Invesco S&P 500 Low Volatility ETF

729 hedge funds and large institutions have $4.6B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $4.2M

2% more capital invested

Capital invested by funds: $4.51B → $4.6B (+$85.4M)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.9% less ownership

Funds ownership: 58.9%58% (-0.9%)

5% less funds holding

Funds holding: 766729 (-37)

15% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 281

33% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 70

Holders
729
Holders Change
-37
Holders Change %
-4.83%
% of All Funds
9.57%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
47
Increased
239
Reduced
281
Closed
70
Calls
$5.53M
Puts
$4.2M
Net Calls
+$1.33M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
226
Santori & Peters Inc
Pennsylvania
$1.37M -$29K -397 -2%
NWM
227
Northcape Wealth Management
New York
$1.37M -$29.6K -405 -2%
IWC
228
Integrated Wealth Concepts
Massachusetts
$1.36M -$1.83M -25,089 -57%
TWP
229
Tempus Wealth Planning
California
$1.35M -$41.7K -571 -3%
MFG
230
Midwest Financial Group
Kansas
$1.34M
WCM
231
Winthrop Capital Management
Indiana
$1.34M
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$1.33M -$2.3M -31,508 -64%
SAG
233
SageView Advisory Group
California
$1.32M -$31.4K -429 -2%
LFA
234
Laraway Financial Advisors
Minnesota
$1.31M +$11.5K +157 +0.9%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$1.3M -$76.6K -1,048 -6%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$1.3M -$68.7K -940 -5%
GSWM
237
Golden State Wealth Management
California
$1.3M -$370K -5,061 -22%
KCPT
238
Kingstone Capital Partners Texas
Texas
$1.29M +$1.61K +22 +0.1%
HA
239
Harfst & Associates
Wyoming
$1.28M -$8.77K -120 -0.7%
DAS
240
Diversify Advisory Services
Utah
$1.28M -$6.14K -84 -0.5%
TP
241
Tranquility Partners
Tennessee
$1.27M -$196K -2,688 -13%
NCM
242
Northwest Capital Management
Oregon
$1.26M -$480K -6,562 -28%
NEI
243
Northwest & Ethical Investments
Ontario, Canada
$1.26M +$318K +4,353 +34%
CWMGO
244
Capstone Wealth Management Group (Oregon)
Oregon
$1.25M -$25.6K -350 -2%
FLA
245
Financial Life Advisors
Texas
$1.23M +$41.7K +570 +4%
TWM
246
Trueblood Wealth Management
Ohio
$1.21M -$1.61K -22 -0.1%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$60.1K +822 +5%
FPW
248
Flagship Private Wealth
Massachusetts
$1.19M -$32.2K -441 -3%
PFA
249
Pinnacle Family Advisors
Missouri
$1.16M -$88.4K -1,209 -7%
GAM
250
Gotham Asset Management
New York
$1.15M +$222K +3,031 +24%

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q3 2025, worth a combined $4.6B — up 1.9% from $4.51B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of SPLV and 47 opened new positions — a net loss of 23 holders — while 281 trimmed existing stakes and 239 added.

The largest buyer was Bank of Montreal, adding an estimated $204M. The largest seller was Morgan Stanley, cutting an estimated $86.9M.

  • 729 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q3 2025, down from 766 in Q2 2025.
  • Funds reported $4.6B of Invesco S&P 500 Low Volatility ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 47 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q3 2025 and 70 closed out, a net change of -23 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q3 2025 was Bank of Montreal, an estimated $204M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q3 2025 was Morgan Stanley, an estimated $86.9M sold.

Based on aggregated 13F filings for Q3 2025.