We are live on ! Find out more
SPLV icon

Invesco S&P 500 Low Volatility ETF

766 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.42M

9% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 78

7% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 251

0% less funds holding

Funds holding: 769766 (-3)

5% less capital invested

Capital invested by funds: $4.74B → $4.51B (-$228M)

2.08% less ownership

Funds ownership: 60.98%58.9% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.3%
New
85
Increased
268
Reduced
251
Closed
78
Calls
$33.5M
Puts
$2.42M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
251
Winthrop Capital Management
Indiana
$1.33M
TC
252
Trilogy Capital
California
$1.3M +$3.76K +52 +0.3%
LFA
253
Laraway Financial Advisors
Minnesota
$1.29M -$8.83K -122 -0.7%
KCPT
254
Kingstone Capital Partners Texas
Texas
$1.28M -$666K -9,206 -34%
TA
255
TPG Advisors
Illinois
$1.28M -$10.5K -145 -0.8%
HA
256
Harfst & Associates
Wyoming
$1.27M -$49.6K -685 -4%
CWMGO
257
Capstone Wealth Management Group (Oregon)
Oregon
$1.27M -$40.5K -559 -3%
CFD
258
Creative Financial Designs
Indiana
$1.26M +$314K +4,343 +34%
PFA
259
Pinnacle Family Advisors
Missouri
$1.23M +$1.23M +16,997 New
FPW
260
Flagship Private Wealth
Massachusetts
$1.21M +$58.1K +803 +5%
TWM
261
Trueblood Wealth Management
Ohio
$1.2M -$17.6K -243 -1%
FLA
262
Financial Life Advisors
Texas
$1.17M +$369K +5,096 +46%
CWM
263
Cornerstone Wealth Management
Missouri
$1.15M +$5.21K +72 +0.5%
CCAL
264
City Center Advisors LLC
Michigan
$1.15M +$127K +1,748 +12%
SHFA
265
SC&H Financial Advisors
Maryland
$1.13M -$6.15K -85 -0.5%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$57.3K +791 +5%
CAM
267
Cresset Asset Management
Illinois
$1.12M -$150K -2,070 -12%
IWM
268
IHT Wealth Management
Illinois
$1.11M +$70.8K +978 +7%
SCM
269
Sollinda Capital Management
Florida
$1.11M +$1.1M +15,228 New
HAS
270
HBW Advisory Services
California
$1.11M +$2.97K +41 +0.3%
GWMR
271
GC Wealth Management RIA
Massachusetts
$1.1M +$1.1M +15,155 New
OBWG
272
Onyx Bridge Wealth Group
New York
$1.1M +$3.62K +50 +0.3%
VT
273
Vise Technologies
New York
$1.09M +$1.09M +15,034 New
PIA
274
Perennial Investment Advisors
California
$1.09M +$4.99K +69 +0.5%
PWP
275
Principle Wealth Partners
Connecticut
$1.08M +$72 +1 +0%

SPLV Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2025, worth a combined $4.51B — down 4.8% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPLV positions and 78 closed out — a net gain of 7 holders — while 268 added to existing stakes and 251 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $54.2M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $194M sold.

  • 766 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2025, down from 769 in Q1 2025.
  • Funds reported $4.51B of Invesco S&P 500 Low Volatility ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 85 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2025 and 78 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2025 was AdvisorShares Investments, an estimated $54.2M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.