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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
BSTWA
326
Blake Schutter Theil Wealth Advisors
Ohio
$894K -$90.7K -1,256 -10%
CAS
327
Coppell Advisory Solutions
Texas
$875K +$503K +6,963 +306%
KeyBank National Association
328
KeyBank National Association
Ohio
$873K +$6.28K +87 +0.8%
FCAS
329
First Command Advisory Services
Texas
$867K -$329K -4,561 -28%
WFM
330
Wolff Financial Management
Michigan
$866K +$2.67K +37 +0.3%
BFA
331
Beaumont Financial Advisors
Massachusetts
$865K -$85.2K -1,180 -9%
DFA
332
DHJJ Financial Advisors
Illinois
$857K -$52.1K -721 -6%
EB
333
Eastern Bank
Massachusetts
$855K
CL
334
Choreo LLC
Illinois
$854K -$6.21K -86 -0.7%
MFG
335
Magnus Financial Group
New York
$854K +$26.7K +370 +3%
WT
336
Whittier Trust
California
$852K
CCA
337
Clearwater Capital Advisors
Illinois
$848K
CFG
338
Citizens Financial Group
Rhode Island
$848K +$867 +12 +0.1%
V
339
ViaWealth
Kansas
$843K -$37.8K -523 -4%
LFAS
340
Level Four Advisory Services
Texas
$843K -$57.1K -791 -7%
PAS
341
Park Avenue Securities
New York
$843K -$1.72M -23,878 -68%
CAM
342
Clark Asset Management
New Hampshire
$837K
SF
343
Synovus Financial
Georgia
$836K -$160K -2,219 -17%
ADL
344
Asset Dedication LLC
California
$835K
KWM
345
Kingsview Wealth Management
Oregon
$831K +$30.6K +423 +4%
FLA
346
Financial Life Advisors
Texas
$822K +$795K +11,007 New
GFWA
347
Grey Fox Wealth Advisors
Delaware
$812K -$2.17K -30 -0.3%
HCM
348
Hicks Capital Management
Ohio
$801K +$774K +10,717 New
WI
349
Westbourne Investments
Virginia
$793K -$7.22K -100 -0.9%
FCA
350
Fortis Capital Advisors
Kansas
$791K +$765K +10,591 New

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.