We are live on ! Find out more
SPLV icon

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
CWM
251
Cornerstone Wealth Management
Missouri
$1.15M -$12.1K -165 -1%
SHFA
252
SC&H Financial Advisors
Maryland
$1.14M +$2.12K +29 +0.2%
CAM
253
Cresset Asset Management
Illinois
$1.14M +$10.5K +144 +0.9%
SC
254
SouthState Corp
Florida
$1.13M +$73.1K +1,000 +7%
HAS
255
HBW Advisory Services
California
$1.12M -$950 -13 -0.1%
CPIG
256
Chicago Partners Investment Group
Illinois
$1.11M -$486K -6,651 -30%
TA
257
TPG Advisors
Illinois
$1.1M -$183K -2,500 -14%
OBWG
258
Onyx Bridge Wealth Group
New York
$1.1M -$9.57K -131 -0.9%
PWP
259
Principle Wealth Partners
Connecticut
$1.09M +$73 +1 +0%
BWM
260
Brown Wealth Management
Illinois
$1.08M +$219 +3 +0%
GCA
261
Genesee Capital Advisors
New York
$1.07M -$1.69M -23,091 -61%
MF
262
Meridian Financial
Massachusetts
$1.07M +$43.9K +601 +4%
PIA
263
Perennial Investment Advisors
California
$1.06M -$45.5K -623 -4%
LPAM
264
Lodestar Private Asset Management
California
$1.05M -$3.73K -51 -0.4%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$1.05M -$32.5K -445 -3%
VWS
266
Virtus Wealth Solutions
New Jersey
$1.05M +$5.48K +75 +0.5%
BlackRock
267
BlackRock
New York
$1.04M
AAA
268
AG Asset Advisory
California
$1.03M
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$8.48K +116 +0.8%
WC
270
Waterloo Capital
Texas
$1.01M +$237K +3,240 +31%
KWA
271
Kingswood Wealth Advisors
California
$1.01M +$110K +1,501 +12%
VPW
272
Variant Private Wealth
Virginia
$1.01M -$2.12K -29 -0.2%
IWM
273
IHT Wealth Management
Illinois
$1M -$118K -1,612 -11%
KeyBank National Association
274
KeyBank National Association
Ohio
$1M +$143K +1,950 +17%
HH
275
Hilltop Holdings
Texas
$994K -$741K -10,140 -43%

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.