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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
CF
276
Centaurus Financial
California
$1.15M +$852K +11,799 +325%
HAS
277
HBW Advisory Services
California
$1.13M -$22K -304 -2%
OBWG
278
Onyx Bridge Wealth Group
New York
$1.12M +$4.62K +64 +0.4%
Koshinski Asset Management
279
Koshinski Asset Management
Illinois
$1.12M -$49.1K -680 -4%
PIA
280
Perennial Investment Advisors
California
$1.11M +$82.2K +1,138 +8%
PWP
281
Principle Wealth Partners
Connecticut
$1.11M
BWM
282
Brown Wealth Management
Illinois
$1.11M +$144 +2 +0%
GFG
283
Greystone Financial Group
Michigan
$1.1M +$1.07M +14,777 New
IA
284
Integrity Alliance
Iowa
$1.1M +$850K +11,767 +395%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$503K +6,971 +91%
LPAM
286
Lodestar Private Asset Management
California
$1.07M +$1.44K +20 +0.1%
IWM
287
IHT Wealth Management
Illinois
$1.07M -$57.1K -790 -5%
FTA
288
Financial & Tax Architects
Missouri
$1.06M -$318K -4,398 -24%
PP
289
Patten & Patten
Tennessee
$1.05M -$3.9K -54 -0.4%
AA
290
Ancora Advisors
Ohio
$1.05M
AAA
291
AG Asset Advisory
California
$1.05M
SFSG
292
Sound Financial Strategies Group
Mississippi
$1.05M +$1.01M +14,003 New
VPW
293
Variant Private Wealth
Virginia
$1.05M +$4.12K +57 +0.4%
CCAL
294
City Center Advisors LLC
Michigan
$1.05M +$451K +6,248 +81%
LCM
295
Lunt Capital Management
Utah
$1.05M +$1.01M +13,987 New
ACA
296
American Capital Advisory
Idaho
$1.04M +$62.4K +864 +7%
AQR Capital Management
297
AQR Capital Management
Connecticut
$1.03M +$598K +8,282 +152%
MIM
298
MTM Investment Management
South Carolina
$1.01M
BIG
299
Brookwood Investment Group
Arizona
$1.01M +$977K +13,521 New
SEIA
300
Signature Estate & Investment Advisors
California
$1.01M +$229K +3,169 +31%

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.