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Invesco S&P 500 Low Volatility ETF

766 hedge funds and large institutions have $4.51B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 251 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,280% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $2.42M

9% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 78

7% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 251

0% less funds holding

Funds holding: 769766 (-3)

5% less capital invested

Capital invested by funds: $4.74B → $4.51B (-$228M)

2.08% less ownership

Funds ownership: 60.98%58.9% (-2.1%)

30% less funds holding in top 10

Funds holding in top 10: 3323 (-10)

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.3%
New
85
Increased
268
Reduced
251
Closed
78
Calls
$33.5M
Puts
$2.42M
Net Calls
+$31M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
351
Waterloo Capital
Texas
$770K -$6.47M -89,338 -89%
SM
352
Sensible Money
Arizona
$761K
SSWM
353
Smith Salley Wealth Management
North Carolina
$755K +$869 +12 +0.1%
LMKC
354
L.M. Kohn & Company
Ohio
$754K +$750K +10,361 New
SOS
355
Silver Oak Securities
Tennessee
$754K -$168K -2,327 -18%
Kovitz Investment Group Partners
356
Kovitz Investment Group Partners
Illinois
$753K +$324K +4,480 +76%
WANY
357
Wealthspire Advisors (New York)
New York
$747K -$127K -1,755 -15%
PAS
358
Park Avenue Securities
New York
$742K -$79.7K -1,101 -10%
BKA
359
Brick & Kyle Associates
Pennsylvania
$740K +$2.53K +35 +0.3%
WIA
360
World Investment Advisors
California
$739K -$1.75M -24,221 -70%
IAIM
361
International Assets Investment Management
Florida
$739K +$197K +2,715 +37%
CAI
362
Capital Advisors Inc
Oklahoma
$737K
BCWM
363
Bartlett & Co Wealth Management
Ohio
$737K
WA
364
Whipplewood Advisors
Colorado
$736K -$752K -10,388 -51%
TA
365
TFG Advisers
Michigan
$735K -$434 -6 -0.1%
V
366
ViaWealth
Kansas
$732K -$88.8K -1,227 -11%
YC
367
Yarbrough Capital
Tennessee
$728K
OAS
368
Optivise Advisory Services
Tennessee
$726K +$15.9K +220 +2%
AWM
369
Apex Wealth Management
New Hampshire
$724K +$719K +9,938 New
US Bancorp
370
US Bancorp
Minnesota
$717K +$100K +1,385 +16%
BFA
371
Beaumont Financial Advisors
Massachusetts
$709K -$133K -1,842 -16%
IFPG
372
Intrepid Financial Planning Group
Indiana
$685K
SP
373
Symmetry Partners
Connecticut
$681K +$162K +2,242 +32%
GL
374
Graypoint LLC
New York
$672K -$13.2K -183 -2%
RDWM
375
Red Door Wealth Management
Tennessee
$670K

SPLV Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2025, worth a combined $4.51B — down 4.8% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPLV positions and 78 closed out — a net gain of 7 holders — while 268 added to existing stakes and 251 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $54.2M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $194M sold.

  • 766 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2025, down from 769 in Q1 2025.
  • Funds reported $4.51B of Invesco S&P 500 Low Volatility ETF stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 85 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2025 and 78 closed out, a net change of +7 holders.
  • The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2025 was AdvisorShares Investments, an estimated $54.2M added.
  • The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2025.