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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
PWM
276
PMG Wealth Management
Illinois
$985K
Simplex Trading
277
Simplex Trading
Illinois
$982K +$453K +6,193 +86%
ACA
278
American Capital Advisory
Idaho
$971K -$27.6K -377 -3%
VT
279
Vise Technologies
New York
$968K -$136K -1,861 -12%
JEST
280
JTC Employer Solutions Trustee
Jersey
$955K
CCAL
281
City Center Advisors LLC
Michigan
$949K -$207K -2,827 -18%
OIM
282
Orca Investment Management
Oregon
$949K
WTFG
283
Wood Tarver Financial Group
Idaho
$949K -$4.09K -56 -0.4%
MFG
284
Magnus Financial Group
New York
$945K +$70.6K +966 +8%
CWA
285
Continuum Wealth Advisors
New York
$941K -$11.2K -153 -1%
LC
286
Landaas & Company
Wisconsin
$941K +$14K +192 +2%
PIMG
287
Patriot Investment Management Group
Tennessee
$938K
MIM
288
MTM Investment Management
South Carolina
$933K
RRA
289
Round Rock Advisors
Connecticut
$931K +$146 +2 +0%
SMA
290
Sage Mountain Advisors
Georgia
$928K
KWM
291
Kingsview Wealth Management
Oregon
$927K +$273K +3,740 +42%
AA
292
Ancora Advisors
Ohio
$926K -$99.9K -1,367 -10%
DC
293
Davenport & Co
Virginia
$925K -$74.3K -1,017 -7%
MI
294
Moneywise Inc
Virginia
$923K -$61.1K -836 -6%
KA
295
Kovack Advisors
Florida
$923K -$6.21M -84,963 -87%
GWSG
296
GPS Wealth Strategies Group
Colorado
$922K -$29.2K -400 -3%
PP
297
Patten & Patten
Tennessee
$917K -$84.6K -1,157 -8%
MA
298
MONECO Advisors
Connecticut
$905K -$19.6K -268 -2%
BJL
299
Brighton Jones LLC
Washington
$902K -$42K -575 -4%
CL
300
Choreo LLC
Illinois
$900K

SPLV Hedge Fund Activity: Q3 2025 in Review

729 of the 7,620 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.