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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
AWA
326
Amplius Wealth Advisors
Pennsylvania
$789K -$873K -11,939 -53%
HCM
327
Hicks Capital Management
Ohio
$788K +$292 +4 +0%
LPT
328
Legacy Private Trust
Wisconsin
$786K -$138K -1,890 -15%
HP
329
Holistic Planning
Texas
$786K -$104K -1,417 -12%
BFC
330
Bedel Financial Consulting
Indiana
$785K +$292 +4 +0%
V
331
ViaWealth
Kansas
$774K +$35K +479 +5%
SM
332
Sensible Money
Arizona
$768K
SSWM
333
Smith Salley Wealth Management
North Carolina
$767K +$4.31K +59 +0.6%
BRWA
334
B. Riley Wealth Advisors
Florida
$766K -$33.7K -461 -4%
SF
335
Summit Financial
New Jersey
$765K -$3.07M -42,036 -80%
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$756K -$4.31K -59 -0.6%
ACM
337
Allred Capital Management
Texas
$755K -$22.7K -311 -3%
FCAS
338
First Command Advisory Services
Texas
$750K -$57K -780 -7%
IAIM
339
International Assets Investment Management
Florida
$744K
CAI
340
Capital Advisors Inc
Oklahoma
$744K
BCWM
341
Bartlett & Co Wealth Management
Ohio
$744K
SPC
342
Sigma Planning Corp
Michigan
$741K -$303K -4,151 -29%
BKA
343
Brick & Kyle Associates
Pennsylvania
$741K +$1.39K +19 +0.2%
WI
344
Westbourne Investments
Virginia
$739K -$27.3K -374 -3%
LFAS
345
Level Four Advisory Services
Texas
$736K -$80.9K -1,107 -10%
CPA
346
Cardiff Park Advisors
California
$736K +$732K +10,016 New
YC
347
Yarbrough Capital
Tennessee
$735K
US Bancorp
348
US Bancorp
Minnesota
$725K +$1.75K +24 +0.2%
AWM
349
Apex Wealth Management
New Hampshire
$718K -$12.1K -165 -2%
OAS
350
Optivise Advisory Services
Tennessee
$717K -$15.8K -216 -2%

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.