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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
HIS
351
Harvest Investment Services
Illinois
$789K -$941K -13,032 -55%
WA
352
Whipplewood Advisors
Colorado
$784K +$729K +10,100 +97%
SM
353
Sensible Money
Arizona
$781K
BFC
354
Bedel Financial Consulting
Indiana
$774K +$217 +3 +0%
SSWM
355
Smith Salley Wealth Management
North Carolina
$774K -$579K -8,019 -44%
RA
356
RFG Advisory
Alabama
$767K -$35.2K -488 -5%
JSW
357
Journey Strategic Wealth
New Jersey
$766K +$81.3K +1,126 +12%
CTC
358
Central Trust Company
Missouri
$766K
CAI
359
Capital Advisors Inc
Oklahoma
$756K +$102K +1,412 +16%
BCWM
360
Bartlett & Co Wealth Management
Ohio
$756K
TA
361
TFG Advisers
Michigan
$754K +$2.09K +29 +0.3%
YC
362
Yarbrough Capital
Tennessee
$747K
BKA
363
Brick & Kyle Associates
Pennsylvania
$745K +$1.59K +22 +0.2%
SIM
364
Synergy Investment Management
Florida
$734K -$43.7K -605 -6%
OAS
365
Optivise Advisory Services
Tennessee
$729K +$144 +2 +0%
DC
366
Davenport & Co
Virginia
$728K +$349K +4,828 +98%
ACM
367
Allred Capital Management
Texas
$724K +$433 +6 +0.1%
GL
368
Graypoint LLC
New York
$703K -$7.8K -108 -1%
IFPG
369
Intrepid Financial Planning Group
Indiana
$703K -$52.1K -722 -7%
TWC
370
TD Waterhouse Canada
Ontario, Canada
$695K +$5.49K +76 +0.8%
RDWM
371
Red Door Wealth Management
Tennessee
$687K
IA
372
IFP Advisors
Florida
$683K -$25.1K -347 -4%
RW
373
Rede Wealth
Virginia
$676K
WWM
374
Woodside Wealth Management
Massachusetts
$669K +$646K +8,948 New
Brown Advisory
375
Brown Advisory
Maryland
$659K +$289 +4 +0%

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.