SPLV icon

Invesco S&P 500 Low Volatility ETF

718 hedge funds and large institutions have $4.55B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 234 increasing their positions, 276 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 276

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
326
Smith Salley Wealth Management
North Carolina
$767K
BRWA
327
B. Riley Wealth Advisors
Florida
$766K
SF
328
Summit Financial
New Jersey
$765K
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$756K
ACM
330
Allred Capital Management
Texas
$755K
FCAS
331
First Command Advisory Services
Texas
$750K
IAIM
332
International Assets Investment Management
Florida
$744K
CAI
333
Capital Advisors Inc
Oklahoma
$744K
BCWM
334
Bartlett & Co Wealth Management
Ohio
$744K
SPC
335
Sigma Planning Corp
Michigan
$741K
BKA
336
Brick & Kyle Associates
Pennsylvania
$741K
WI
337
Westbourne Investments
Virginia
$739K
LFAS
338
Level Four Advisory Services
Texas
$736K
CPA
339
Cardiff Park Advisors
California
$736K
YC
340
Yarbrough Capital
Tennessee
$735K
US Bancorp
341
US Bancorp
Minnesota
$725K
AWM
342
Apex Wealth Management
New Hampshire
$718K
OAS
343
Optivise Advisory Services
Tennessee
$717K
SP
344
Symmetry Partners
Connecticut
$703K
BFA
345
Beaumont Financial Advisors
Massachusetts
$700K
SIM
346
Synergy Investment Management
Florida
$699K
HIS
347
Harvest Investment Services
Illinois
$690K
AAS
348
Ameritas Advisory Services
Nebraska
$688K
VCP
349
Verus Capital Partners
Arizona
$683K
GWMR
350
GC Wealth Management RIA
Massachusetts
$681K