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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
PWM
301
PMG Wealth Management
Illinois
$1.01M
ACA
302
Aptus Capital Advisors
Alabama
$992K -$92.6K -1,282 -9%
GWSG
303
GPS Wealth Strategies Group
Colorado
$982K -$61.2K -848 -6%
CWA
304
Continuum Wealth Advisors
New York
$980K -$5.27K -73 -0.6%
WTFG
305
Wood Tarver Financial Group
Idaho
$977K -$51.6K -714 -5%
RRA
306
Round Rock Advisors
Connecticut
$975K +$72 +1 +0%
SPC
307
Sigma Planning Corp
Michigan
$974K +$231K +3,196 +32%
KA
308
Kovack Advisors
Florida
$973K -$44.6K -618 -5%
MF
309
Meridian Financial
Massachusetts
$972K -$7.15K -99 -0.8%
JEST
310
JTC Employer Solutions Trustee
Jersey
$971K
CFD
311
Creative Financial Designs
Indiana
$967K +$138K +1,913 +17%
OIM
312
Orca Investment Management
Oregon
$965K
BJL
313
Brighton Jones LLC
Washington
$964K -$13.4K -185 -1%
MA
314
MONECO Advisors
Connecticut
$957K +$11.8K +163 +1%
PIMG
315
Patriot Investment Management Group
Tennessee
$954K
LPT
316
Legacy Private Trust
Wisconsin
$947K -$72.2K -1,000 -7%
SMA
317
Sage Mountain Advisors
Georgia
$944K -$1.16K -16 -0.1%
LC
318
Landaas & Company
Wisconsin
$940K -$7.95K -110 -0.9%
SOS
319
Silver Oak Securities
Tennessee
$934K +$612K +8,469 +201%
KWA
320
Kingswood Wealth Advisors
California
$930K -$176K -2,433 -16%
BlackRock
321
BlackRock
New York
$929K +$72.2K +1,000 +9%
AIA
322
Allied Investment Advisors
Montana
$912K
HP
323
Holistic Planning
Texas
$911K -$41.4K -573 -4%
STA
324
Summit Trail Advisors
New York
$904K
WANY
325
Wealthspire Advisors (New York)
New York
$898K -$49.3K -683 -5%

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.