SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Overview Fund Activity

753 hedge funds and large institutions have $4.45B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
10.1%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
84
Increased
261
Reduced
250
Closed
77
Calls
$33.5M
Puts
$2.43M
Net Calls
+$31M
Net Calls Change
+$140M

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$54.5M
2
LPL Financial
LPL Financial
California
+$48.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.7M
4
DWM
Dynasty Wealth Management
Florida
+$33M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$32.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$194M
2
LMIM
Lockheed Martin Investment Management
Maryland
-$70.3M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$42M
5
Morgan Stanley
Morgan Stanley
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
326
Eastern Bank
Massachusetts
$838K +$4.44K +61 +0.5%
WT
327
Whittier Trust
California
$830K – – –
CCA
328
Clearwater Capital Advisors
Illinois
$827K – – –
DFA
329
DHJJ Financial Advisors
Illinois
$817K -$18.4K -253 -2%
CAM
330
Clark Asset Management
New Hampshire
$816K – – –
ADL
331
Asset Dedication LLC
California
$813K – – –
LFAS
332
Level Four Advisory Services
Texas
$810K -$11.4K -156 -1%
AFO
333
Arrowroot Family Office
California
$810K +$810K +11,128 New
SF
334
Synovus Financial
Georgia
$805K -$10.1K -139 -1%
FCAS
335
First Command Advisory Services
Texas
$800K -$45.5K -625 -5%
CFG
336
Citizens Financial Group
Rhode Island
$797K -$29.3K -402 -4%
GFWA
337
Grey Fox Wealth Advisors
Delaware
$794K +$2.48K +34 +0.3%
BRWA
338
B. Riley Wealth Advisors
Florida
$793K +$793K +10,890 New
VAM
339
Verity Asset Management
North Carolina
$792K +$792K +10,878 New
WI
340
Westbourne Investments
Virginia
$789K +$16.4K +225 +2%
HCM
341
Hicks Capital Management
Ohio
$781K +$291 +4 +0%
BFC
342
Bedel Financial Consulting
Indiana
$778K +$146 +2 +0%
HIS
343
Harvest Investment Services
Illinois
$771K +$2.11K +29 +0.3%
ACM
344
Allred Capital Management
Texas
$770K +$64.5K +886 +9%
WC
345
Waterloo Capital
Texas
$770K -$6.51M -89,338 -89%
SM
346
Sensible Money
Arizona
$761K – – –
SSWM
347
Smith Salley Wealth Management
North Carolina
$755K +$874 +12 +0.1%
LMKC
348
L.M. Kohn & Company
Ohio
$754K +$754K +10,361 New
SOS
349
Silver Oak Securities
Tennessee
$754K -$169K -2,327 -18%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$753K +$326K +4,480 +76%
12 13
14
15 16