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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
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$1.38M +$78.2K +1,083 +6%
ASN
252
Advisory Services Network
Georgia
$1.38M -$169K -2,343 -11%
WCM
253
Winthrop Capital Management
Indiana
$1.36M
HA
254
Harfst & Associates
Wyoming
$1.36M
SC
255
SouthState Corp
Florida
$1.36M
CWMGO
256
Capstone Wealth Management Group (Oregon)
Oregon
$1.34M +$1.44K +20 +0.1%
DAS
257
Diversify Advisory Services
Utah
$1.33M -$65.5K -907 -5%
TC
258
Trilogy Capital
California
$1.33M +$70.9K +982 +6%
LFA
259
Laraway Financial Advisors
Minnesota
$1.33M +$144 +2 +0%
TA
260
TPG Advisors
Illinois
$1.32M -$45.3K -627 -3%
BCI
261
Brinker Capital Investments
Pennsylvania
$1.32M +$586K +8,115 +85%
OPS
262
Orion Portfolio Solutions
Nebraska
$1.32M +$586K +8,115 +85%
CAM
263
Cresset Asset Management
Illinois
$1.3M -$263K -3,637 -17%
HH
264
Hilltop Holdings
Texas
$1.3M -$132K -1,834 -10%
TSS
265
Two Sigma Securities
New York
$1.3M +$1.25M +17,339 New
CPIG
266
Chicago Partners Investment Group
Illinois
$1.29M +$1.28M +17,705 New
MPW
267
Monterey Private Wealth
California
$1.29M -$26.9K -373 -2%
VWS
268
Virtus Wealth Solutions
New Jersey
$1.26M +$5.13K +71 +0.4%
TWM
269
Trueblood Wealth Management
Ohio
$1.25M -$148K -2,045 -11%
MI
270
Moneywise Inc
Virginia
$1.22M +$1.88K +26 +0.2%
FPW
271
Flagship Private Wealth
Massachusetts
$1.18M +$140K +1,938 +14%
CWM
272
Cornerstone Wealth Management
Missouri
$1.17M +$57.4K +795 +5%
SHFA
273
SC&H Financial Advisors
Maryland
$1.17M -$222K -3,077 -16%
TSWM
274
Tyler-Stone Wealth Management
Ohio
$1.16M -$5.63K -78 -0.5%
AAS
275
Ameritas Advisory Services
Nebraska
$1.16M +$2.31K +32 +0.2%

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.