SPLV icon

Invesco S&P 500 Low Volatility ETF

762 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, 267 increasing their positions, 249 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $4.73B → $4.51B (-$226M)

2.07% less ownership

Funds ownership: 60.87%58.8% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.5M
Puts
$2.42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trilogy Capital
California
$1.3M
LFA
252
Laraway Financial Advisors
Minnesota
$1.29M
KCPT
253
Kingstone Capital Partners Texas
Texas
$1.28M
TA
254
TPG Advisors
Illinois
$1.28M
HA
255
Harfst & Associates
Wyoming
$1.27M
CWMGO
256
Capstone Wealth Management Group (Oregon)
Oregon
$1.27M
CFD
257
Creative Financial Designs
Indiana
$1.26M
PFA
258
Pinnacle Family Advisors
Missouri
$1.23M
FPW
259
Flagship Private Wealth
Massachusetts
$1.21M
TWM
260
Trueblood Wealth Management
Ohio
$1.2M
FLA
261
Financial Life Advisors
Texas
$1.17M
CWM
262
Cornerstone Wealth Management
Missouri
$1.15M
CCAL
263
City Center Advisors LLC
Michigan
$1.15M
SHFA
264
SC&H Financial Advisors
Maryland
$1.13M
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.12M
IWM
266
IHT Wealth Management
Illinois
$1.11M
SCM
267
Sollinda Capital Management
Florida
$1.11M
HAS
268
HBW Advisory Services
California
$1.11M
GWMR
269
GC Wealth Management RIA
Massachusetts
$1.1M
OBWG
270
Onyx Bridge Wealth Group
New York
$1.1M
VT
271
Vise Technologies
New York
$1.09M
PIA
272
Perennial Investment Advisors
California
$1.09M
PWP
273
Principle Wealth Partners
Connecticut
$1.08M
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$1.07M
BWM
275
Brown Wealth Management
Illinois
$1.07M